Zoho News
- Zoholics 2025 US
- Zoho just announced its plans for Zoholics US 2025. We look forward to seeing everyone next May in Houston!
- Zoho CRM: New Queries
- You can now create queries within Zoho and external APIs. From there, you can associate them with a Canvas view or a Kiosk. Standard list and detailed views are coming soon!
- Zoho MA: CRM Sync Updates
- Workspace contact segregation is now available for Marketing Automation.
- Zoho Payroll: Now Available in all 50 states
- No official announcement yet, but Payroll is now functional in all 50 states.
- Zoho Desk: Gamification
- A Thanksgiving shoutout from the Zoho Desk team, along with tips on using gamification to boost your support team’s morale.
- Zoho Mail Android App: Brand Indicators for Messages
- You can now see company logos while browsing your message list in the Zoho Mail Android app.
- Zoho Desk: KPI Cards for Dashboards
- Similar to Zoho Analytics widgets, you can now create KPI cards in Zoho Desk.
- Similar to Zoho Analytics widgets, you can now create KPI cards in Zoho Desk.
Implementation of the Week
- Automatic Loading of Client File Templates to Zoho WorkDrive
- In this implementation, our goal was to automatically create folders in WorkDrive for newly created Leads. We do this all the time, but this instance had an additional caveat…
- Our secondary goal was to also automatically upload document templates for that client based on some logic rules via CRM
- These documents are disclosures and informational packets that may be specific to the interests/goals of that Prospect
- To accomplish this, our team created document folder templates that store the specific files relevant for each specific case
- Then, when a Lead is converted, our function determines which case is appropriate for this Lead, and clones those files into appropriate sub-folders within the master Workdrive folder for that Lead
- These documents can be viewed by the client using the public URL for their Workdrive folder, and can be downloaded from there
Code Share of the Week
- Calculate the Next Birthday Date with Precise Logic in Zoho
- Calculating the next birthday from a given birth date is a common challenge in programming. This post demonstrates a precise method to implement this logic for seamless integration into your applications and projects.
- How to Calculate Thanksgiving Day with a Function
- Thanksgiving always falls on the 4th Thursday of November. Here’s a method to calculate the exact date using a function. 🦃
New On Zenatta
- Zenatta Blogs
- Don’t Be A Turkey, Switch To Zoho One
- In the spirit of Thanksgiving, here are five reasons your company should consider switching to Zoho One.
- BES – Case Study
- Huge shoutout to Tim LeBlanc and the BES team! They’ve been a fantastic client to work with as we helped make Zoho work for them.
- Don’t Be A Turkey, Switch To Zoho One
Tips and Tricks
- Zoho Forms + Zoho CRM Integration Tutorial
- In this week’s tip, Tyler walks you through integrating Zoho Forms with Zoho CRM.
Question of the Week (AZAAZ)
- Kiosk Studio – Mapping Users As Owners
- AZAAZ is back! This week, we answer John’s question, which can be solved with some Deluge scripting. Watch the full explanation on this week’s show.
