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The CRM Zen Show Episode 138 – Brave Browser, Thanks for the Memory

Zoho News

Notable Mobile Updates

Implementation of the Week

  • Custom functions to send and track Zoho Sign documents via Zoho CRM
    • There is a pre-built integration to send a Zoho Sign template via CRM records
    • This method works, but requires many clicks and page redirects to send out the document
    • Using a custom button, we can automate the creation and delivery of Zoho Sign templates, prefilled with CRM data
    • Custom module records can be created in CRM to link to auto-generated Sign document, and to track status

This Weeks Read

  • 25 years of Zoho By Sridhar Vembu, Founder and CEO of Zoho Corp

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Brave Web Browser
    • We highly recommend giving this browser a try!
      • 3x Faster than Chrome
      • Supports and integrates all chrome plugins/extensions
      • 33% Less memory usage
      • Enhanced privacy
      • Built-in firewall & VPN options 

Tips and Tricks

  • Zoho Sign Beginner’s Guide – Sign Tags

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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