Zoho is quite deep in functions but skimpy on documentation for more casual users. Especially for business owners who do not have a dedicated IP person and just need to get things done and functioning!
Custom buttons seem like a gift from heaven. However the operation is rather opaque. If the documentation explains how to make CusButs it is not easily found or understood. What is needed is Zoho for dummies or such. I'll bet zoho could triple their user base with concise, usable documentation for users who are basic macro savvy but not software engineers.
Specifically I just want to make a button which shows on sales orders and when activated does two things:
1. change a custom field to a new value
2. send an email (using a template) to the contacts listed on the sales order
Greg Aanes
2109 Queen Street
Bellingham WA USA