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Zoho News

• Desk Updates
  • The Zoho Desk Autumn 2024 Chronicles
    • Part 1  – Part 2 – Part 3 – Part 4 – Part 5
    • This is a massive fall release for Desk, with some updates already covered. However, there are many new features in these updates. A few notable ones include pinned comments in threads and the integration between Desk and FSM.
  • Send & Update Status for Zoho Desk Mobile Editions
    • This feature is now available for both Android and iOS.
• CRM Updates
  • Zoho CRM Quick View Filter
    • The old filter only included dates, but now you have a much more detailed report with Date, Date Time, Checkbox, User Lookup, Picklist, and Multi Picklist options added to the filters.
  • Zoho CRM’s Zia Presentation
    • We haven’t tested this yet, but we are curious to see what it considers relevant when generating these reports.
  • Changes to Feeds Capabilities in Zoho CRM
    • We believe there is a typo here; it should refer to the deprecation of some capabilities within the feed module, not the demarcation.
• Finance Updates
  • Zoho Books September’24 Updates
    • US users can now create and apply taxes to their purchase transactions.
  • Zoho Payroll September’24 Updates
    • You can now reimburse business expenses along with salary payments.
• Other
  • New Payments Module for FSM
    • Manage your invoices and payments directly within the application with this new finance integration.
  • Zoho Social August’24 Updates
    • Post documents directly to LinkedIn, add polls to X and LinkedIn (except for X in Brazil), and use the new Thread Analysis tool.
  • Restrictions on Email Addresses in Zoho Recruit
    • Starting at the end of October, you will no longer be able to send from public domains such as @gmail.com, @yahoo.com, etc.
      

Implementation of the Week

• Automated Delivery of Price Lists to Dealers and Distributors
  • In this implementation, our client sells through various Dealers and Distributors that are organized into categories.
  • Each category will be purchasing off of a different price list.
  • These price lists are stored in CRM, with spreadsheet-based versions created in Workdrive for delivery to clients.
  • In this implementation, we configured a custom button that, when pressed in a CRM Account record, determines the appropriate price list for that Account and links it to that record.
  • Then, we send out the spreadsheet version directly to the primary Contact on that account, based on the applicable category.

Code Share of the Week

• How to Move Attachments Between Modules in Zoho CRM Using Deluge
  • Moving attachments between modules in Zoho CRM can be a common requirement for many businesses. Whether you need to transfer files from Deals to Accounts or any other modules, Zoho Deluge provides a powerful way to automate this task. In this code share, JP walks you through a simple Deluge script designed to move attachments from one module to another in Zoho CRM. This guide is aimed at users with little or no experience in Zoho Deluge development.

New On Zenatta

• Zenatta Blogs
  • Simplify CRM Testing with Zoho CRM Sandbox
    • Based on last week’s tip, if you are using CRM heavily and want to make significant changes, it’s recommended to build those out in the Sandbox environment.
  • Classic Homes – Case Study
    • Shoutout to Dinesh Jain and everyone at Classic Homes for this month’s case study. They are an excellent client to work with, and the implementation of automating their contract and documentation generation turned out great.

Tips and Tricks

• Zoho Projects Workflows & Automation Tutorial
  • In this video, Tyler shares insights on project and task automation within Zoho Projects, highlighting the significant improvements made over the past year. Learn how to set up and manage workflows, utilize blueprints, and implement macros to streamline your project management processes.

This Week’s Quizzes

• Monday Quiz: What is a new feature in Zoho Expense that helps employees calculate business trip expenses based on U.S. Government guidelines?
• Wednesday Quiz: Which new feature in Zoho Analytics enhances dashboard functionality by allowing users to reuse reports and KPI widgets?