Other Zoho Tools
Zoho Admin Issue Report Instructions
The IT Department has several reports that deliver to departments when system records have issues. If you have been assigned one of these reports, locate and click the file name below for instructions. Blank Region, Territory and/or Region in Sage ...
Enable Zoho Vault Browser Extention
Zoho Vault is available in Chrome and Internet Explorer. To enable this feature: Edge 1. Click on the dot dot dot on the menu. 2. Click on Extensions. 3. Click the eye to enable Zoho Vault. Chrome 1. Click the dot dot dot on the menu. 2. Click on ...
Using Zoho Sign to Sign Documents
1. Save the file you need to save on your computer. 2. Access Zoho Sign via Zoho One. 3. Click Sign Yourself. 4. Click Add Document. 5. Click from Desktop. 6. Locate the file you saved in step one. Click on the file. 7. Click Open. (You can also drag ...
Locate Customer's Ordering a Specific Product
1. Click the dropdown next to the Product filter. 2. Uncheck "All". 3. Enter the product in the Search field. 4. Select the check box next to the needed product. 5. Select Ok. The entire dashboard is now reporting on sales for that selected product. ...
Accessing a Zoho Learn Training Course
1. Go to Zoho One via https://www.zoho.com/one/ 2. If you are not already logged in, enter your LE email address and password. 3. Click on Learn. 4. Click on Explore. 5. Once you have located a course, click the tile to begin. 6. Click on Enroll to ...
Review a Customer's Purchase History
1. While in Zoho CRM, locate the account. 2. In the left menu, select Customer Dashboard 3. A new tab will open with a Sales Overview for that account. Please note, this dashboard will only show you invoices that you were assigned.
Drill down and Review Data from Analytics
1. Left click on the graph. 2. Click View Underlying Data. A pop up with the data table will appear. You can then: 3. Apply any filters on the columb header. The below example is showing all Invoices dated after 12/10/2023. 4. You can also export the ...
Exporting data from an Analytics Graph
1. Hover your mouse over the graph you would like to export. 2. Click the dot dot dot that appears in the right corner of the graph 3. Click on "Export" 4. Click the desired file type. Most typically, Excel is needed by the user. 5. Click Export 5. ...
Consultant's Analytics FAQs
How do I export the data on a graph? How do I review the data that is used to produce a graph? What customer's do I have that have purchased a specific product? How can I review what a customer has ordered?
Delegate Zoho Expense Account
Access and log into https://expense.zoho.com/ Click on My Settings 3. Click on Add Delegate under the My Delegate section 4. Search for the email of the person you would like to delegate to in the Delegate access to field 5. Select the person needed ...
Adding the Cross Reference to your Smart Device
1. Download Zoho Creator app via the Google Play store or the iTunes app store. You can click the following links while on your smart device to quickly access the correct app. Click here for the Droid Creator App Click here for the Apple Creator ...
Accessing Zoho Apps
Zoho has over 30 applications. Each of these applications are accessed via a website. However, Zoho One is a tool that gives you a landing pages to all the Zoho apps you have assigned. This allows you to only go to one website to access all Zoho ...
Zoho Expense
Zoho expense is an online tool LE uses to submit and manage Expense Reports. Monthly expense reports are due no later than the 8th of the month and should include all expenses conducted the previous month. This tool can be accessed via your computer ...