Zoho News
- Zoho CRM Adds Multi-Organization Support with Single Sign-On
- This is HUGE. We know lots of our clients with more than one company or brand will be excited for this.
- Zoho Cliq April & May Updates
- Telephony integration and group video calls from the iOS app have been added.
- Gantt Chart Enhancements to Zoho Projects
- Some very nice improvements to Gantt charts including custom views and dateless tasks.
- Zoho Forms Adds Language Translation
- Translate forms in a few clicks, over a dozen languages supported.
- Zoho Payroll Adds Free Edition
- For all businesses under 10 employees in one location payroll is now free.
- Upcoming Creator Updates For June 2021
- A handful of nice improvements and the new blueprint addition.
- Zoho People June Newsletter
- New onboarding settings and Daily Premises Capacity coming soon.
- Zoho Books Offers a Free Plan for Businesses
- 1 User and under 1000 invoices Zoho Books is now free!
- Zoho Workerly Adds ‘Pre-Check’ For Temps
- Further improvements to temps, lots of use cases for this latest addition.
- Zoho Workplace May Updates Recap
- We’ve covered all of these the last few weeks but here is a recap for all Workplace users.
- And it wouldn’t be a news week without more SalesIQ updates
- Integration Blocks
- Integration related operations.
- Data Blocks
- Collects typed based information.
- Integration Blocks
Implementation of the Week
- Automated Creation of Zoho Projects via Zoho CRM Workflows/Deluge
- Using the standard Projects integration for CRM, Projects can be manually created from within Account and Deal records
- When created manually, the Project template must be selected by the user
- In this implementation, we used Deluge actions to query Account/Deal record information to determine the appropriate template
- Once the template is identified, the Project is created with the proper links to Account and Deal records in the CRM
- This process can be mimicked for child records of the Deal as well, if multiple Projects are required for one Deal record
This Weeks Read
- “Working From Wherever” By Denis Pombriant From CRMBuyer
- Is this just the beginning of the working remotely transition or will we slowly transition back to the office?
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- New Zenatta YouTube Videos
- New Resource Guides
Application / Plug-In of the Week
- Credit Data Direct Extension for Zoho CRM
- Key Features:
- View consumer credit reports, business credit reports and public records data in Zoho CRM
- Access loan calculators to compute loans
- Get a full credit report in HTML and PDF formats
- Perform a loan comparison analysis, with the option to mail the results to the customer or download it as a PDF file
- Key Features:
Tips and Tricks
- Zoho Projects Initial Setup & Settings 2021 Beginner’s Tutorial
- In this Zoho Projects tutorial you will learn about:
- Initial Profile and Personal Settings
- Portal Configuration
- Manage Users
- Profiles and Roles
- In this Zoho Projects tutorial you will learn about: