Zoho News
- Zoho Sprints Adds 3 New Custom Fields
- Some nice QOL additions with new fields: percentage, currency, & lookup.
- ZeptoMail Adds Email Templates
- Not a large template library but still a few good ones for your transactional emails.
- Zoho Bigin August Updates
- A GREAT batch of updates including HIPAA compliance.
- Zoho Sign Revamps Add-on Pricing
- A complete rework of the add-on pricing now called Zoho Sign Credits.
- Zoho Writer Adds Improved Editing Tools
- Don’t like the navigation panel on the left? You can now move it wherever you’d like!
- Zoho Subscriptions August Updates
- The biggest update of this batch is customers can now change from trial to live version directly from the portal.
- Zoho Books August Updates
- Some new integrations for users in Germany, India, and the UK, as well as, Bigin can now sync Contacts and Items with Zoho Books.
- Zoho Inventory July Community Digest
- Some enhancements to fields and reportings getting ready for the depreciation of QB Commerce.
- Annual Maintenance For EU and AU Data Centers
- There shouldn’t be any interruptions of services during the scheduled maintenance times.
- There shouldn’t be any interruptions of services during the scheduled maintenance times.
Implementation of the Week
- Zoho CRM “Loading Module” for running complicated file imports
- Zoho CRM has a robust import tool to create/update records via importing spreadsheet files
- However, sometimes a file needs to be processed more than is possible via the import tool to preserve data integrity
- Custom module built to capture necessary fields from import file
- Deluge function created to process data into proper maps for creating/updating multiple records in one import
This Week’s Reads
- Leaders have lost control of the office – they need to realize choice is key by Derek du Preez
- It looks like this cultural change is here to stay. Another great take on this new norm.
- If you use Twitter we would love to hear your opinion on the topic this Wednesday. Just look for this post from @zenattaconsult.
- Our Favorite 3rd Party Appointment Systems for Zoho by Zenatta
- We break down the importance of appointment systems and our top 3 picks that integrate with Zoho.
Pick of the Week
- Google Drive for Zoho CRM
- Key Features:
- Create a folder in Google Drive for every lead, contact, and deal in your Zoho CRM
- Synchronize Zoho CRM attachments for every record into the appropriate Google Drive folder
- Organize your files into folders with an intuitive drag-and-drop interface
- Preview PDF and image files in Zoho CRM
- Key Features:
Tips and Tricks
- Advanced Settings In Zoho Mail – 2021 Beginner’s Tutorial
- In this final Zoho Mail video tutorial we cover:
- Mail View Options
- Compose Options
- In this final Zoho Mail video tutorial we cover: