Zoho News
- Zoho is the #1 CRM at the CX Awards 2024
- The finalists were Freshworks, SalesForce, Sugar CRM, & the winner, Zoho CRM.
- Zoho Projects Introduces Whiteboard for Enhanced Visual Collaboration
- Get your point across quicker by utilizing this new drag-and-drop whiteboard addition.
- Zoho introduces Zoho Tables
- This new tabular-based workflow management system app looks super slick! Fingers crossed that this will be included with Zoho One.
- Zoho Forms Enhances Data Accuracy and Efficiency with Regex Support
- An excellent addition that further enhances the QOL process for layout and validation rules.
- Enhanced HIPAA compliance features for Zoho DataPrep
- You can now activate certain columns that need to be HIPAA compliant.
- Enhanced Integrations for Finance Suite with Zoho CRM
- A few enhancements, including integration user feature, permissions are unified between CRM & Books (big update), and Zoho Subscriptions now has its own module in CRM.
- Kiosk Studio Available for all DCs
- We mentioned this last week, but it is officially out of early access and available for all DCs.
- Zoho Social February’24 Updates
- Zoho Social premium plan now has a built-in video optimizer and some
- Zoho Books March’24 Updates
- A couple of global edition updates for Kenya & Mexico, as well as some Inventory add-on updates.
- Zoho PageSense ChatGPT Integration
- This is essentially an onscreen copy recommendation tool utilizing ChatGPT-3.
Implementation of the Week
- Referral Code + QR Code Automation via Zoho CRM
- In this implementation, our goal was to automatically create unique referral codes for new customers, along with a QR code image that will direct prospects to the website attributed to this referrer
- First, we set up a function that will generate the referral code based on an algorithm using the customer’s name. This referral code is then checked for uniqueness before the function confirms it
- Then, we use a RapidAPI service to request the generation of the QR code for the specific referral URL with this code
- This QR code is stored in an image field on the record, and is also uploaded to Workdrive to create an easily downloadable link for printing
Code Share of the Week
- Random String Generator
- Here is a deluge function to generate a random string, such as a password or encryption key, programmatically. This snippet allows you to set the password length. You can also add or remove options from the “specials” array to customize the special characters that could be used.
- One thing to note is that this snippet does not guarantee that there will be a certain number of special characters or letters or numbers. You could enhance this script yourself by adding regex matches() checks to test if your generated string matches your requirements.
New On Zenatta
- Zenatta Blogs
- What are UTM parameters, and how to use them with Zoho
- We get asked about this a lot, especially if you are running AdWords, so here is a complete breakdown of everything you need to know about UTM parameters.
- Fired Up! Culture – Case Study
- Huge shoutout to Chris and the Fired Up! Culture team. We actually both use each others services and they have been a huge help to our team as well.
- What are UTM parameters, and how to use them with Zoho
Tips and Tricks
- New! Product Recommendation for Zoho Marketing Automation
- It looks like a lot of new features are coming to Marketing Automation. This might be an early indicator MA will soon reign supreme over Campaigns.
Question of the Week (AZAAZ)
- How to Update Zoho WorkDrive Files Seamlessly with Zoho Forms
- We answer how to create a workflow that automatically updates file versions in WorkDrive, ensuring the shareable link remains unchanged for this week’s question.
