Home

Zoho News

• Zoho CRM: Enhanced Copy Customization
  • This feature has been supported for a while but with limitations. Now, you can transfer across all data centers and copy to a CRM with customizations, which was previously not possible.
• Zoho CRM: Enhanced Calls Module with “From Number” and “To Number” Fields
  • This could be useful for post-event reporting. It also appears that the ‘To Number’ field will now be used for calendar bookings, though for what, TBD.
• Zoho CRM: Acting on Customer Feedback with VoC Filters
  • Use VoC with advanced filters in CRM to group your list views. You’ll need to train your CRM on the backend to refine its assessments.
• Zoho CRM: Kiosk Studio is now available in the Professional Edition
  • The title says it all.
• Zoho Bigin: Enhanced Duplicate Management and Unified Approvals
  • Enhanced tools for managing duplicates are now available in Bigin, covering both incoming leads and data deduplication.
• Zoho Bigin: New Zoho Sign Integration
  • Similar to CRM, you can map fields to the document template and send it off for signature.
• Zoho Desk: Enhanced Collaboration with Mass Comments
  • Select multiple tickets and add the same comment to all of them in a single step.
• Zoho Backstage: November 2024 Updates
  • WhatsApp for Business integration is now available for Backstage, along with a handful of other useful updates, including an NSFW content blocker.
• Zoho Social: November 2024 Update
  • And some more WhatsApp updates,  you can now manage your inbox and reply to messages directly within Zoho Social for both WhatsApp and Telegram.
• Zoho Meeting: Screen Share with Audio
  • Sharing a YouTube video during a Zoho Meeting call? You can now pass the audio through your screen share.
• Zoho Projects: iOS18 Updates
  • You can now set up widgets in the Control Center on iOS.
• Zoho Payroll Things We Noticed
  • Shoutout to Rich for sharing this from a recent Zoho Payroll webinar.  Multi-state support Zoho is saying will be out most likely by Q1 of next year.
    

Implementation of the Week

• Custom Void Invoice Button in CRM Finance Modules
  • Using the CRM + Finance integration for Zoho CRM, Estimates, Sales Orders, and Invoices can be displayed natively within the CRM, connected to the appropriate CRM records
  • This integration allows for most of the functionality to carry over to CRM, but does not support the ability to Void an Invoice from within CRM
  • Voiding an Invoice should occur if it is determined that an Invoice is not going to be paid, and needs to be closed out
  • To solve this, our team added a custom button to the Finance Invoices module in CRM that triggers a custom function in Deluge
  • This function reached into Zoho Books, and voids the appropriate Invoice based on the selection in CRM

Code Share of the Week

• Auto Create Invoices for Packages when Shipped
  • In Zoho Inventory there is no workflow trigger available for the Packages module, so in order to create automation around Packages we will need to use Zoho Flow. In Flow,  the Trigger can be set to “Package updated” and in the criteria for the trigger we should only be looking at records where the “Status” is “Shipped”.  This week’s code share solves for that.

New On Zenatta

• Zenatta Blogs
  • 7 Zoho Forms Best Practices
    • There are many tips and tricks when it comes to Zoho products.  Here are a handful of useful tips to get the most out of Zoho Forms.

Tips and Tricks

• NEW! Queries for Zoho CRM Overview
  • This week’s tip is a review of the new Queries for Zoho CRM.  Tune in later today to our YouTube channel for a full how to demo.

Question of the Week (AZAAZ)

• Everything You Need to Know About Zoho Desk
  • I am new to zoho desk, off to a great start. However, every time a contact replies to a ticket it creates a new ticket and instead of putting it in the thread of the original ticket? Can’t seem to find the solution. -@rmendez4970

This Week’s Quizzes

• Monday Quiz: What are the key benefits of the new Bigin 360 pricing edition?
• Wednesday Quiz: What new feature in Zoho CRM Forecasts helps sales reps prioritize deals?