The CRM Zen Show Episode 195 – Zoholander: Mail Model
Zoho News PSA Chase & Zoho Books Chase this week decided to stop bank feeds to Zoho Book until their software is updated which Zoho uses Yodlee. If you use Chase you will need to manually insert your feeds. All we know is that they are actively working on fixing it. Zoho Mail Gets a […]
The CRM Zen Show Episode 194 – Pocket Full of Workdrive
Zoho News Zoho Analytics April Updates Nothing life-changing in this batch, but still a great bunch of updates for April. CRM Custom Button Adds Collect User Location Minor update to buttons with some entertaining choice of words in the article. Zoho Workplace Q1 Updates Just a rollup of the various apps associated with Workplace. Zoho […]
The CRM Zen Show Episode 193 – Expensin’ On The Edge
Zoho News Zoho Contracts API Documentation Just a bit quicker getting these out than WorkDrive… Nice to see these API documentations being released. Reports & Dashboards Modules Combined Into “Analytics” Module You want to know what really grinds Tyler’s gears? This naming convention. Zoho Inventory April Updates The big update from this batch is Zoho […]
The CRM Zen Show Episode 192 – Working Remote Or Remotely Working
Zoho News Zoho Sprints Adds Custom Project Layouts Nice update from the Sprints team to start off the month. Zoho CRM Mass Action UI Changes A much nicer look and field across the board. New WorkDrive Scribble Tool Last week annotate, this week scribble. Frost & Sullivan Recognizes Zoho as a Growth and Innovation Leader […]
The CRM Zen Show Episode 191 – FiredUp Culture Club Zenatta
Zoho News Zoho Cliq Adds Personalized Emojis & Stickers Cliq is now complete. Zoho Campaigns Merges Advanced & Regular Campaigns Good to see these are combined, no change to functionality. Zoho CRM Adds Admin Tools These are super slick, especially for those larger organizations out there. Share Individual Records with Roles and Groups We’re sure […]
The CRM Zen Show Episode 190 – Wait, We Had a Test Yesterday?!?
Zoho News Zoho WorkDrive Adds Annotations And it’s not just for text, a super nice addition! Zoho CRM Adds New Convenient Subform Import This is a huge time saver and another nice improvement to Subforms. Zoho CRM API Credits Increased & Integration Tasks Now Consume Credits So, this was announced last year but wasn’t consuming […]
CRM Zen Show Episode 189 – March Finance Madness
Zoho News Canvas For CRM Q1 2022 Updates Glad to see they are making this more and more user-friendly and intuitive. Zoho Projects Adds New Features Around Users Some minor QOL around importing users. Translation Support in Zoho CRM Extended Translations has always been a hidden gem, now you can rename values. Zoho CRM Zia […]
Episode 188 – Everybody’s Workdrive for the Weekend
Zoho News Zoho WorkDrive 3.0 Released Here is a nice summary of the new features. Zoho WorkDrive Adds Template Categories We live in WorkDrive and can say this is a great new addition. WorkDrive API Documentation You no longer have to find the hidden sub forum thread. Zoho Creator 6.0 Officially Released Here is a […]
The CRM Zen Show Episode 187 – Try-Catch Me If You Can
Zoho News PSA – Zoho Sign Disables Callbacks For Active Webhooks This shouldn’t affect too many of you, but if it does you will receive an alert of the disabled webhook Introducing Built-In Telephony in Zoho CRM Using Twilio, but not your Twilio… And what about Zoho Voice? Zoho Creator Q1 2022 Updates Some really […]
The CRM Zen Show Episode 186 – Share Your Notebook… Just Not To CRM
Zoho News Zoho Writer Adds New Features To Help With Document Merge The Writer team never rests, we’ve covered a few of these but overall more great improvements to Writer. Zoho Workerly Client Portal is now Live The “Most Awaited” portal… Zoho Notebook Adds Share Feature And someday, just someday, you’ll be able to connect […]
