Zoho News
- Zoho CRM: Enhanced Tag Management with Import Overwrite
- This is a fantastic quality-of-life update, allowing users to append tags on import rather than only replacing them.
- Zoho CRM: Expanded Language Support for Enhanced Global Accessibility
- This feature is now available in Japan, Australia, China, and the EU, providing users with more granular control.
- Zoho CRM: Enhanced Data Exposure for Portal Users
- This is a significant update to the portal, enabling users to secure data that is exposed to portal users.
- Zoho Desk: Blueprint Transitions for IM Tickets
- This update enables agents to interact with customers instantly during workflow transitions, streamlining response times and improving the customer experience.
- Zoho Desk: Enhanced Ticket Assignment with Agent-Level Thresholds
- With round-robin assignments, you can now set thresholds to specify the maximum number of tickets each agent can handle.
- Zoho Projects: User Module Revamp (Android)
- A variety of useful enhancements have been made to the user modules interface and functionality on Android.
- Zoho Mail: Enhanced Security for Sensitive Admin Operations
- Admins now require MFA re-authentication for sensitive actions in the Zoho Mail Admin Console, enhancing security for key operations.
- Trident Mac OS (V1.9.0)
- Introducing shared folder viewing, in-chat search, Desk Smart Mail commenting, iOS camera integration, and improved contact search
Implementation of the Week
- CRM Deal Owner History Tracking via Subform
- This implementation actually comes from within the Zenatta CRM, as we built this for ourselves
- The goal here was to create a cleaner way to track the history of Deal Ownership throughout the lifecycle of an engagement
- We needed this because, while an engagement generally stays with one Consultant for it’s lifecycle, there are teams we may reassign clients based on the skill requirements, timeline, and internal bandwidth
- First, Greg added a subform to our Deal record where we can store a row for each Consultant who has owned a Deal, as well as the start and stop dates of their ownership
- Then, we set up a workflow/custom function that triggers upon change of owner that will write appropriately to this subform
- Lastly, we just needed to pull this data into Analytics, such that we can use it for our reporting requirements
Code Share of the Week
- Automate Task Owner Assignment in Zoho Projects with Custom API Function
- This code snippet demonstrates how to update a task owner using the Task Update API in Zoho Projects. It runs as a custom function within Zoho Projects.
- For the custom function parameters, I include the Project ID and designate the new task owner as the project owner. Therefore, the second parameter is the project owner’s data.
New On Zenatta
- Zenatta Blogs
- How to Create and Use Custom Modules in Zoho CRM
- A couple of weeks ago, we shared a Tip of the Week on Custom Modules. Here’s a full write-up to complement that tip.
- How to Create and Use Custom Modules in Zoho CRM
Tips and Tricks
- Lookup Fields Tutorial for Zoho CRM || Zoho Premium Partner
- In this tutorial, we guide you through setting up and using lookup fields in Zoho CRM. You’ll learn how to create both one-to-one and multi-select lookups, filter related records, auto-fill data, and use linking modules to effectively manage relationships between records.