Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only FDA-approved Annular Closure Device. This
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Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.
Executive Summary Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit
Executive Summary Hirsh Real Estate is a small team of four that sells over $100,000,000 annually in luxury homes in
Executive Summary Homebase is an all-in-one team management software for small businesses. They offer a suite of tools to make
- Zoholics is back!
- At least in Europe. No announcement yet for the US Zoholics, but hey, we’ll take it!
- Zoho CRM Email Templates are now Responsive in Desktop/Mobile
- And this falls into the category of we thought this was a thing. Nice to see it is now working!
- New Features to Zoho Bookings
- Slick new “Service Availability” feature added allowing better scheduling options for booking availability.
- Zoho Campaigns Mobile App May Updates
- Nothing major this month, voice-over support for iOS and some other minor additions for the Au, EU, & IN.
- Zoho WorkDrive Mobile App Offline Support
- Yay! Very nice addition to the WorkDrive mobile app.
- Zoho Workplace May Updates
- Some minor new features for Mail, Show, and Meetings.
- Zoho Meetings Changes to Restrictions
- For those long distance lovers, you can now have a 24 hour call.
- Zoho Meeting Supports Picture-In-Picture Mode for Android
- PIP PIP Cheerio!
- Zoho Finance Partners with HSBC
- Still no update yet on Chase or any other major broken bank feed, but if you are in Europe this is now a direct connection for those using HSBC.
- ZeptoMail Introduces Auto top-up, suppression list and more
- Some big improvements in this batch of updates for ZeptoMail, great job to the team on all of these new features.
Implementation of the Week
- CRM/Campaigns – Automated Topic Assignment via CRM Tags
- This is built in the new CRM/Campaigns sync, which requires the usage of Topics for including Contacts in mailings
- First, we set up fields in the Contacts (Tags, in this case) that we will use to define with which topics a contact should be associated
- Then, sync All Contacts into a master Mailing List via the new sync methodology
- Last, we use a Campaigns Workflow (often used for automated emails/SMS, but they can be used for MUCH more) to sort the Contacts by Tags and associate them with the proper Topics
Code Share of the Week
- Null Checks
- We’ve all been there. Your function works perfectly when you test it, then it goes live and someone pings you a week or two later and says “Hey, your thing didn’t work”. How?!? You didn’t change the code, so how can it have worked fine for a week and suddenly break? Because Null happens.
This Week’s Read
- Customer Experience Leaders Can Learn from Baseball
- If you are a baseball fan, this week’s read is exceptional. And if you aren’t, it is still worth reading.
New On Zenatta
- Zenatta Blogs
- Benefits of a Templated Website
- Our web team has been busy building out a new template system for websites. Stay tuned more to come soon!
- Benefits of a Templated Website
Application / Plug-In of the Week
- A very slick app for iOS and Mac OS. Great little app to track tasks and daily reminders. Overall excellent interface, alarms, and functionality.
Tips and Tricks
- How to Set Up the NEW Zoho Campaigns Sync
- This new Sync is GREAT! If you use Campaigns this video tutorial covers everything you need to know to set up the new Sync.
Watch this weeks CRM ZEN Show
Zoho News Zoholics is back! At least in Europe. No announcement yet for the US Zoholics, but hey, we’ll take it! Zoho CRM Email Templates are now Responsive in Desktop/Mobile And this falls into the category of we thought this was a thing. Nice to see it is now working! New Features to Zoho Bookings Slick new “Service Availability” feature added allowing better scheduling options for booking availability. Zoho Campaigns Mobile App May Updates Nothing major this month, voice-over support for iOS and some other minor additions for the Au, EU, & IN. Zoho WorkDrive Mobile App Offline Support Yay!
Latest Zoho News
The CRM Zen Show
Every Monday we scrape the web for the latest Zoho news and publish it as a video, podcast, and email blast.
Weekly articles written by us covering the latest Zoho news, technical trends, and professional tips.