Set Permissions. To enable the Documents module, click the folder icon present at the top-right corner of the Zoho Books screen.. As you enter the Documents module for the very first time, you will be asked to enable the Auto-scan option.. By Steve Holzner . It is designed to help you learn (or teach others) how to really use Zoho CRM in your everyday life. Zoho CRM QuickStudy Guide [Susan Clark] on Amazon.com. Last edited by charlesvar 9th January 2005 at 19 10. Enabling the documents module. On this portal, you can request for various IT services. Online accounting software, built for your business. 3 - gt LifeView Typhoon FlyVIDEO2000 5168 0138,4e42 0138 How dare you drag your wretched carcass here into my home and sully the occasion of Responsible for administering Zoho at your company? In the accounting world, big names (e.g., QuickBooks and Xero) often overshadow worthy competitors such as Zoho Books. Settings. 4. It is the only book of its kind on the market that is totally dedicated to Zoho CRM. Click Add to Price Book. 2. Note: Auto-Scan is a process in which every document that has been emailed or uploaded, goes through automatic data capturing process. I’m excited to offer my Zoho CRM Training Guide. One Zoho Books user put it this way: This beginner's guide will tell you all you need to know while creating your website for the first time. However, that’s not all that the Zoho Notebook has to offer.It comes with many other great features too. Select the check box(es) corresponding to the product. - Scan documents and add to Notebook. improvements by helping you identify user behavior and psycholo-gy, as well as pain points, flaws, and gaps in the user experience. The most comprehensive book on Zoho CRM on the market. The Self-Service Portal of ManageEngine ServiceDesk Plus On-premises enables users to interact with their IT help desk. Need to take Zoho CRM beyond using it like a Rolodex? - Create checklists to get stuff done with the dedicated checklist note. Organization Profile; Adding New Organization With this intelligence, you’ll take steps to optimize users’ experi-ence of completing tasks on your site.