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Zoho CRM – how do I set or change the “From” field for an Email template in Zoho 2016?

By CRM, Zoho, Zoho CRM

Before the 2016 release, you would set the ‘From’ field in the email template itself.  You could chose a specific user, or select from merge options (Record Owner, Current User).  In the new template interface, that field isn’t there anymore, so where do you define who the email is from when sending an email with a template?  … well it depends on how you’re sending it…

If you use workflow to send it, the From field can now be found in the Alert definition, just below the template selection:

If you’re sending it via the zoho email client, as before, you use the dropdown (present only if you have multiple email addresses associated with your account.

ZOHO BOOKS – How to record shareholders distributions

By Accounting, Zoho, Zoho Books

It’s that time of year… and if you’re new to Books you might be wondering how you record your year-end distributions or pay-outs to your owners/shareholders.

Here’s how:

  • Click on Banking in the left side navigation panel
  • Click on the bank account from which you will be withdrawing the money
  • Under the Red Add Transaction drop down list, select Owner Drawings
  • Enter the required information on the form that pops up on the right
  • Click Save
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