The CRM Zen Show Episode 240 – Exclusive ZIP Access

Zoho News

• Bigin Adds HubSpot & Pipedrive Imports
  • Migrations made easy and picklist field enhancements.
• Zoho Desk’s Updated Instant Messaging Feature
  • If you are a WhatsApp user, you’re going to like this update.  And other business messaging platforms are coming in Q3!
• Zoho CRM Public Early Access 2023 
  • Most of these are pretty major updates. Click any of these links below and fill out the form associated with the update for early access.
    • Global Picklists
    • Lookup Filter
    • Field Of Lookup
    • Record Locking
    • Rollup Summary
    • Custom Forcast Categories
    • Stage Component
    • Forecasting Performance
    • Zia Scoring
    • Zia Strategy Influencer
• Zia’s New Subject Line Suggestion
  • Tired of coming up with email subject lines?  Let Zia help with this new feature rolling out.
• Zoho People adds a connection to Cliq For Check-in / Check-out
  • This is more of a “how to” tutorial than news, but a super useful connector. 
• Zoho Sprints Adds Reply/React To Comments
  • For those of you who use Sprints, this highly anticipated feature is now live.
• Zoho Flow Turns 5
  • Happy Birthday, Flow.  Shoutout to the Flow team for all the great updates and improvements to the app over the years.
• QNTRL Revamped Filters In Android App
  • Some minor UI enhancements.
• Zoho Desk Android Mobile App Enhancement
  • Language selection is now centralized, and the app icon theme can now be changed.
• Zoho Backstage February Roundup
  • And wrapping up the news, in case you missed it, here is everything that happened last month in Backstage.

Implementation of the Week

• ZInventory Automated Partial Invoicing based on Partial Shipments
  • In this implementation, our goal was to automate the invoicing process based on the Shipment of Items on a Sales Order
  • The caveat for this implementation was that not all Items on a Sales Order may ship at the same time
  • To accomplish this, we set up a Zoho Flow to trigger each time a Shipment record is created (we used Flow here because there is no workflow trigger on Shipments within ZInventory)
  • In Flow, we run that data through a function that matches each Item on the Shipment to that item on the Sales Order
  • Lastly, we create an Invoice for those Items, at the Quantity identified on the Shipment

Code Share of the Week

• Automatic Enablement of Books Customer Bank Payments
  • This week’s codeshare is the code snippets discussed from this week’s tip.

This Week’s Read

• Are we paying the hyperscalers too much for public cloud? Zoho thinks so
  • We agree with most of the article, but there are a few apps that would probably benefit from being hosted on a hyperscaler.

New On Zenatta

• Zenatta Blogs
  • What Is BI + 5 Best Practices
    • Business Intelligence tools are a must, and Zoho Analytics can allow you to take your reporting to the next level.

Application / Pick of the Week

• Circle – The all-in-one community platform for creators & brands
  • Looking to build a community? We highly recommend Circle.  If you haven’t been to the new Club Zenatta yet, it is built on this platform.  

Tips and Tricks

• Enable ACH Bank Payments In Zoho Books
  • This is a full walkthrough, including how and where to put the code in for this automation.