Making Zoho Work For You
Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business, but only if your employees actually use them. At Zenatta Consulting, we are a Zoho Partner that understands how to build systems your employees will use, giving you the information you need to make informed decisions about your business.
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Our Services
Zoho Consulting
& Implementation
As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.
Zoho Finance
Services
Professional back office accounting services catered to your individual business needs.
Zoho Creator Services
Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Our
Marketplace Apps
Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!
Zoho Partner of the Year
in the Americas.
Learn Why Companies Choose Zenatta As Their Zoho Partner
Zoho Partner For Over 700 Clients Across Many Industries...
Did We Mention Our Content?
New Zoho Videos
Every Week!
We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.
The Ultimate
Zoho Resource Library
Find all of our content in one location including blogs, full write-ups to our YouTube content, Zoho resource articles, product reviews and more!
Our Zoho
Community Forum
Join us and other Zoho enthusiasts on our FREE online community. Visit club.zenatta.com to join the community for all of this and more!
The CRM Zen Show
Every week we scour the internet for the latest Zoho news. We discuss all of this and more every Friday on our weekly podcast, The CRM Zen Show.
Ask Zenatta
Anything About Zoho
Do you have a specific Zoho-related question? This Zoho Partner has the answers! Check out our Q&A section on Club Zenatta!
Our Zoho Newsletter
Never miss a beat on the latest in the world of Zoho news, our content, code shares and more with our weekly newsletter. Dropped into your inbox every Monday morning at 6 AM PST!
This Week's CRM Zen Show
Zoho News
- Zoho CRM: Enhanced Tag Management with Import Overwrite
- This is a fantastic quality-of-life update, allowing users to append tags on import rather than only replacing them.
- Zoho CRM: Expanded Language Support for Enhanced Global Accessibility
- This feature is now available in Japan, Australia, China, and the EU, providing users with more granular control.
- Zoho CRM: Enhanced Data Exposure for Portal Users
- This is a significant update to the portal, enabling users to secure data that is exposed to portal users.
- Zoho Desk: Blueprint Transitions for IM Tickets
- This update enables agents to interact with customers instantly during workflow transitions, streamlining response times and improving the customer experience.
- Zoho Desk: Enhanced Ticket Assignment with Agent-Level Thresholds
- With round-robin assignments, you can now set thresholds to specify the maximum number of tickets each agent can handle.
- Zoho Projects: User Module Revamp (Android)
- A variety of useful enhancements have been made to the user modules interface and functionality on Android.
- Zoho Mail: Enhanced Security for Sensitive Admin Operations
- Admins now require MFA re-authentication for sensitive actions in the Zoho Mail Admin Console, enhancing security for key operations.
- Trident Mac OS (V1.9.0)
- Introducing shared folder viewing, in-chat search, Desk Smart Mail commenting, iOS camera integration, and improved contact search
Implementation of the Week
- CRM Deal Owner History Tracking via Subform
- This implementation actually comes from within the Zenatta CRM, as we built this for ourselves
- The goal here was to create a cleaner way to track the history of Deal Ownership throughout the lifecycle of an engagement
- We needed this because, while an engagement generally stays with one Consultant for it’s lifecycle, there are teams we may reassign clients based on the skill requirements, timeline, and internal bandwidth
- First, Greg added a subform to our Deal record where we can store a row for each Consultant who has owned a Deal, as well as the start and stop dates of their ownership
- Then, we set up a workflow/custom function that triggers upon change of owner that will write appropriately to this subform
- Lastly, we just needed to pull this data into Analytics, such that we can use it for our reporting requirements
Code Share of the Week
- Automate Task Owner Assignment in Zoho Projects with Custom API Function
- This code snippet demonstrates how to update a task owner using the Task Update API in Zoho Projects. It runs as a custom function within Zoho Projects.
- For the custom function parameters, I include the Project ID and designate the new task owner as the project owner. Therefore, the second parameter is the project owner’s data.
New On Zenatta
- Zenatta Blogs
- How to Create and Use Custom Modules in Zoho CRM
- A couple of weeks ago, we shared a Tip of the Week on Custom Modules. Here’s a full write-up to complement that tip.
- How to Create and Use Custom Modules in Zoho CRM
Tips and Tricks
- Lookup Fields Tutorial for Zoho CRM || Zoho Premium Partner
- In this tutorial, we guide you through setting up and using lookup fields in Zoho CRM. You’ll learn how to create both one-to-one and multi-select lookups, filter related records, auto-fill data, and use linking modules to effectively manage relationships between records.
This Week’s Quizzes
Why Choose Zenatta As Your Zoho Partner?
01.
We Are A Zoho Premium Partner
02.
Top Tier Development Team
03.
We Make Zoho Work For Your Business Needs
04.