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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