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The CRM Zen Show Episode 132 – IE, I Hardly Knew Yee

Zoho News

  • Zoho Assist No Longer Supports Internet Explorer
  • Zoho Backstage’s OnAir Gets An Update
    • Here are a few of the new features:
      • Multiple speakers and attendees can video conference at the same time
      • Share session materials & multiple-choice polls
      • Interface got a facelift
  • More Depreciation Final Notices
  • Zoho Mail’s eWidget Adds Mail Merge & More
    • Here are the eWidget add-ons:

      • Mail Merge eWidget extension helps you send personalized messages to a group of people all at once.

      • Zoho Showtime extension, you can create and manage your face-to-face and remote sessions directly from Zoho Mail.
      • Coming soon! Using ServiceDesk Plus as your IT help desk software? You can soon create, view, or manage SDP requests without leaving your Zoho Mail inbox.
  • Zoho Sheet Adds 4 New Functions, Email as Attachment, and Password Protection
    • Here are the 4 new functions added:
      • LET function assigns names to calculation results and helps you handle multiple computed variables easily, all in the same function.
      • Use the =IMAGE() function to insert images into cells
      • SPLIT is an opposite of functions like TEXTJOIN and CONCATENATE, meaning it a divorce, not a marriage.
      • With your functions nested inside an IFNA function, you can specify what you want to be displayed as the result if the nested function hits an NA error.
    • Zoho Sheet adds a few nice new features:
      • You can now send your current spreadsheet as an email attachment in your preferred file format, with a custom message and password protection, directly from the Sheet spreadsheet editor.
      • You can now password protect downloaded Sheet files
      • Properties section added to Sheet containing general information of the spreadsheet

Implementation of the Week

  • Zoho Desk and Projects Composite Reporting via Zoho Analytics
    • Action items and time tracking is oftentimes split between implementation work (Projects) and Support work (Desk)
    • Reporting within each individual app excludes data from the other
    • Analytics can be used as a central database for the two applications
    • SQL tables created to consolidate Desk/Projects Action Items and Time Billings into master tables for reporting on one dashboard

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • GoFullPage – Full Page Screen Capture
    • Capture a screenshot of your current page in its entirety and reliably—without requesting any extra permissions!
    • The simplest way to take a full-page screenshot of your current browser window. Click on the extension icon (or press Alt+Shift+P), watch the extension capture each part of the page, and be transported to a new tab of your screenshot where you can download it as an image or PDF or even just drag it to your desktop.
    • No bloat, no ads, no unnecessary permissions, just a simple way to turn a full web page into an image.

Tips and Tricks

  • Zoho Campaigns Beginner’s Guide – Synchronizing Lists With Zoho CRM