The CRM Zen Show – Episode 130 – We Don’t Need No Stinkin’ Authtokens

Zoho News

• NEW – Zoho Sheet Adds Two Anticipated Features
  • Sheet now supports text rotation, indentation, and wrapping options
    • You can now format your text the following ways:
      • Position them with angles
      • Hierarchy with indentation
      • More options apart from wrap and overflow
  • You can now insert images into individual cells
    • Zoho Sheet previously had an option to insert images into your spreadsheets. Now you can insert images into a particular cell.
• NEW – Zoho Adds Templates For WorkDrive
  • You now can create templates for WorkDrive which includes different privacy and sharing settings.
• NEW – Zoho Writer Now Has Sections and Advanced Layouts
  • After much anticipation for these features, it is finally live!
  • The following features have been added:
    • Change orientation for selected pages
    • Add cover pages
    • Have multiple columns in between the document
    • Do more with text boxes
    • Precise positioning and anchoring of images
• Zoho Docs Now Included With Data Center Migration
  • When migrating to another region’s data center, Zoho Docs is now included in that migration. 
    • Please note the following do not migrate:
      • Comments, Tags, Tasks, Check-In/Out Status, Activities, Access Stats, Settings, Password Policies, & Brand Logo
• Zoom Added to Zoho Backstage
  • Zoom has been added to Zoho Backstage list of webcast services.  
  • By simply configuring Zoom with Zoho Backstage, you can use their in-meeting tools to take your event online.
• Zoho Sprints Mobile App Adds Ability To Edit, Delete and Reject Log Hours
  • In the latest version of Zoho Sprints Android app (v1.1.26), now supports edit, delete and reject log hours from within the app.
• Authtoken Deprecation for Zoho Books & Zoho Inventory APIs
  • The usage of Authtokens to authenticate API calls is being deprecated on 1 March 2021 across Zoho’s Finance suite of products, which includes Zoho Books, Zoho Subscriptions, and Zoho Inventory.
  • This means that any of your existing workflows or custom functions, which rely on Authtokens to communicate with Zoho Books’ APIs will no longer function after March 1, 2021, unless you replace Authtokens with OAuth.
  • Zoho Recruit  is discontinuing support for all authtokens from our APIs as of February 09, 2021. 
    • Any authtokens that are already in use will stop working. 
    • Make sure to migrate from authtokens to Zoho OAuthTokens.

Implementation of the Week

• Categorization of CRM/Forms captured documents in Workdrive
  • First, Workdrive folders created for each category required for document grouping (ex: one folder for each US State)
  • Upon submission of a Zoho Form with an attachment field, CRM Account created/updated to contain this attachment in the standard related list
  • On Account trigger, custom function runs to pull this attachment, and the US State on file for the Account
  • File added to specific Workdrive folder for that US State automatically upon addition to the CRM

This Weeks Read

• Any CMO who wants to understand how to really harness martech should read this book – by Scott Brinker – for Customer Think
  • My old friend from back in the BBS days reviews – Ask Your Developer: How to Harness the Power of Software Developers and Win in the 21st Century by Jeff Lawson, founder and CEO of Twilio. He says that it is: by far, the best book I’ve read explaining the real dynamics of modern software to business executives.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • 5 Tips To Building a Perfect Opportunity Pipeline
  • Zoho Projects or Zoho Sprints: Which One Is Right for You?
• New Zenatta YouTube Videos
  • Zoho One 2021 Product Overview
• New Resource Guides
  • Zoho Campaigns – Social Campaigns

Application / Plug-In of the Week

• Sleep Watch by Bodymatter – requires an Apple Watch and an iPhone
  • How it works:
    • Wear your Apple Watch to bed (do not enable Power Reserve)
    • Upon waking, check the Watch or iPhone app to see your auto-detected sleep details; that’s it!
  • Key Features:
    • Daily Briefings: Effortlessly get daily notifications about how you slept
    • Includes Apple Watch App
    • See last night’s sleep details on your Watch
    • Auto sync sleep data to Health app
    • Auto Sleep: Automatically log your estimated Total Sleep Time, Total Restful Sleep Time, Avg. Sleeping Heart Rate, Sleeping Heart Rate Dip, Sleep Rhythm, Sleep Disruptions, Avg. Sleeping HRV, and Sleep Pattern by simply wearing your Apple Watch to bed.

Tips and Tricks

• Zoho Desk Beginner’s Guide – How To Get Tickets In Your Zoho Desk Implementation
  • In this 10-minute video tutorial, we cover how to actually get tickets into your Zoho Desk implementation covering email, chat, and web forms.