The CRM Zen Show Episode 253 – Get Down With Your BADD Self

Zoho News

• Zoho CRM Wizards Add Query Component
  • A super slick way to essentially dynamically apply a filter to a lookup.  Hopefully, this is coming soon to other things besides just Wizards.
• Zoho CRM Enhancements to listing and managing subordinates
  • Another very relevant and useful update for user management.
• Zoho Forms Enhancements to Prefill URL: Field Alias
  • You could always do this, but it now simplifies the process by giving you the URL with the parameters attached by pushing a button.
• Bigin May Updates
  • Please copy and paste the quick deal view into CRM.
• Bigin Mobile App Android v1.6.0 Adds Dynamic Display
  • Clean up what your list view looks like and arrange the pages now on your iOS mobile app.
• Latest updates in Zoho Meeting
  • Is HD video really here?
    • Zoho Meeting Android App v2.2.6 
    • Zoho Meeting iOS Mobile App v1.6
      

Implementation of the Week

• Automatic Document Generation via Zoho Books/Inventory Sales Orders
  • In this implementation, our goal was to create an automation to generate specific documentation based on a Sales Order in Books/Inventory
  • While you can create a PDF natively, it does not contain all of the information that you may want to view
  • For example, the default PDF will not show, for each item, the quantity invoices, packaged, or shipped
  • While that data doesn’t show up in the PDF, it is accessible via custom functions in Deluge, as you can read the related Invoice + Package data related to that Sales Order
  • Once that data has been organized, we can write it to a template in Zoho Writer to create our own custom Sales Order document containing much more detailed information about the status of each product

Code Share of the Week

• Prevent XML Related List Special Character Errors with a CDATA Tag
  • In an XML string, certain characters are reserved for XML functionality.
  • There is a special tag called “CDATA” (short for “character data”) that you can use to tell the XML processor to treat everything inside that CDATA tag as a literal character, and to ignore any XML functionality until you reach the end of the tag.

This Week’s Read

• AI Prompts for Business: 110+ Jasper Prompts To Power Your Organization
  • Here are 110+ basic but good prompts to use for various common day-to-day tasks, from creating content to composing emails.

New On Zenatta

• Zenatta Blogs
  • The Future of Work: Exploring Zoho’s New Chat GPT Integrations
    • There have been a lot of new integrations with ChatGPT and Zoho products.  We will do our best to keep this article up to date as Zoho applications get integrated with OpenAI.

Tips and Tricks

• Automate Zoho Campaign Notifications Through Zoho CRM
  • As promised, last week, we discussed the various options for internal notifications inside Campaigns, this week, we show you how to push those options over to CRM.