The CRM Zen Show Episode 325 – Fast Times at Invoice High

Zoho News

• Zoho Invoice: New Customization Features
  • Several enhancements have been made to the mobile app, including quick template theme edits and the ability to add a signature.
• Zoho Backstage September’24 Updates
  • API documentation is now available, along with early access to companion tickets. A few other minor upgrades have also been introduced.
• Zoho Creator: Upcoming Updates October’24
  • Exciting updates to page charts are on the way. We’re especially interested to see how the update to multiple fields will look once it goes live.
• Zoho Forms: Month-Year Field
  • We covered this two weeks ago in the “Tip of the Week.” You can now add a simplified date version to forms, but the big question is how this will integrate into the CRM.
• Zoho Invoice: PSA Virus Warnings on PDF Downloads
  • Zoho is aware of virus warnings triggered by PDF downloads and is actively working with antivirus providers to resolve the issue.

Implementation of the Week

• Automated Late Fees in Zoho Books Invoices
  • In this implementation, our goal was to configure an automation that would automatically apply late fees to Invoices in Zoho Books if that invoice is unpaid 15 days after the due date
  • First, we set up a field at the Customer level that would exempt that Customer from late fees
  • Then, we set up a function that triggers 15 days after the due date, only for unpaid Invoices
  • This function will check if the Customer is exempt, and if not, proceed with calculating the appropriate late fee
  • This late fee is calculated via a logical rule, either selecting 15% of the Invoice value, or a fixed fee depending on the Invoice Total

Code Share of the Week

• Converting Full State/Province Names to Two-Letter Codes in Zoho Deluge
  • Sometimes, when writing code, you come across data that you are grabbing that is in the full name. You need to convert the data to something else to use in a CRM picklist before you can create or update the record. In this code, we’ll show you how you can create a map of the incoming data and use that to create a new map that is used to create or update your record.
  • In this example, we will convert full state and province names to their respective two-letter codes, specifically for the USA and Canada.

New On Zenatta

• Zenatta Blogs
  • Zoho Campaigns Full Product Tutorial
    • In case you missed it, this month’s full product overview covers Zoho Campaigns. You can find the webinar and an accompanying full write-up.
  • Tayden Impact Partners – Case Study
    • Huge shoutout to Dynasti and the team at Tayden Impact Partners for this month’s case study. They were a fantastic client to work with, and the custom Zoho build-out was a lot of fun.

Tips and Tricks

• BIG CRM UPDATE! Edit, Filter, and Sort CRM Subforms from the Detail View
  • Last week, subforms received a major update. This section provides an in-depth walkthrough of the new features and how to use them.

This Week’s Quizzes

• Monday Quiz: What new capability has been introduced for updating records in Zoho Books?
• Wednesday Quiz: What is a key feature of the new integration between Zoho CRM and WorkDrive?