The CRM Zen Show Episode 311 – Zia My Eyes with that Double Vision

Zoho News

• CRM
  • Zoho CRM Optional Fields for Blueprints
    • It’s always great to see updates for key elements. We haven’t tested it yet, but we recommend testing your blueprint if you plan to use this feature.
  • Zoho CRM expands Actions by Zoho Flow to Standard and Professional plans
    • Just a friendly reminder: this uses its own credits, but they are very cheap.
  • Duplicate Image Detection with Zia Vision
    • We’re not sure why this feature was added, but hey, hindsight is 20/20.
• Trident
  • Trident for Windows (v.1.11.4.0)
    • Microsoft Teams and Zoom have been added to the conference options.
  • Trident for macOS (v.1.6.0)
    • A handful of helpful updates have been added, including email filters and the ability to create events, tasks, and notes from emails.
• Finance
  • Zoho Payroll July’24 Updates
    • Off-cycle payroll and the ability to select different bank accounts for recording payroll payments have been added to the US edition.
  • Zoho Books July’24 Updates
    • A handful of minor updates this month include the ability to change the name of estimates to quotes.
• HR
  • Zoho Workerly “Who is Working Today” Widget
    • Another nice addition to Workerly for a quick overview of who is working for the day.
• Other
  • Zoho Vault Mid’24 Updates
    • Nothing major this batch, just some minor enhancements and feature adds like Passcard Link.
  • Bigin & Samsung Partnership
    • Samsung users rejoice!  Zoho has built in some very great native support for Samsung devices.
  • Zoho Social June’24 Updates
    • You can now create collaborative posts for Instagram and also add the first comment for certain platforms when you post.
  • Zoho Developer Community Digest June’24
    • Developers, don’t miss out on Zoho’s developers upcoming events and resources.
      

Implementation of the Week

• Zoho Forms Integration to CRM for Adding Subform Entries as Contacts
  • In this implementation, our goal was to create a Form in our client’s Zoho instance that can be sent out at an Account level (to a Primary Contact) so that they can provide an updated list of relevant Contacts
  • To accomplish this, we set up hidden fields on the form to add the Account ID to the form so it can be easily connected back to that Account
  • We also added a subform where the Form submitter can enter many Contacts
  • For the integration, we ran the Form through Zoho Flow and directly into a Deluge action block
  • In Deluge, we can pull the full dataset from the Zoho Forms subform and create a Contact (under the appropriate Account) for each row in the subform

Code Share of the Week

• Automated Bundling for Composite Items
  • This week’s code share can be used to automatically bundle any Composite Items for an Invoice on creation. 
  • The example code provided sets a default warehouse for the bundle at the beginning, but that Id can be set dynamically in the function as needed.

New On Zenatta

• Zenatta Blogs
  • Mastering Tax Management in Zoho Books and Enhancing Compliance with Avalara
    • Doing business across multiple states?  No problem!  Learn how to manage your taxes in Zoho Books, or take the easy route and get started with Avalara.

Tips and Tricks

• Template Customization in Zoho Books
  • In this weeks tip, learn how to personalize both PDF and email templates for invoices, sales orders, and more.

This Week’s Quizzes

• Monday Quiz: What is the main advantage of dynamic filters for lookup fields in Zoho CRM?
• Wednesday Quiz: What does the enhanced duplicate checking feature in Zoho CRM now allow users to do?