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Due to COVID-19 we have temporarily closed our office in Hamilton and are all working remotely from home. We are available on the same phone number, our mobiles and via email.
See Facebook, Google My Business or Linked In for weekly updates and tips. | | | |
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Zoho are providing free partner training and certification during this time so we are continuing to upgrade our skills. | |
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What we've been doing . . . | |
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Restructure deals New module for investors New modules for Leases Importing data Syncing with Campaigns Create a function to auto populate Properties Form set up and design Reports created
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Importing Roles Products Quote summary and template Webform set up and functions Function for quote calculations DKIM and SPF enabled Integrated Sales IQ & Contact Us form in website Multi-select fields and multiple contact roles New module for tracking products Notifications for form submissions SMS configuration
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Added Sales IQ articles for auto response Training in Zoho Campaigns Update spreadsheets to charts Webform set up and link to CRM Importing products API function for bookings
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Troubleshooting Review SQL setup, backup and maintenance Monthly reports and pivot table Customer Service dashboard DOMO integration API wrapper optimisation
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Lender module update New module Linking records Balloon refinance function Desk support
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Desk set up Functionality for automating Desk tickets New module for technical issues
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Zoho integration with Attache and Humanforce HR integration development Portals Testing log book data on iPad and CRM sync Incident module review Deluge functionalities Log book, injury and incident reports Views
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Create views for a week Mapping update Importing and de-duplication for leads Update site audit system Auto create tasks by users for audit outcomes Training on using Zoho Sheet view New project with a new business in the industry - setting up a buyer call schedule - importing data MYOB sync troubleshooting
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Troubleshooting email system Troubleshooting missing record
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Mainframe development Referral lists ABN lookup Internal forms External forms
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Outlook integration Web time out Dashboards
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