The CRM Zen Show Episode 211 – Close Me If You Must
Zoho News Zoho CRM Adds User Field Subform Support Nice addition, anything you can do in a Record you should be able to do in a Subform. Zoho Inventory August Updates We’ve covered all of these over the past month, but in case you missed any of them, here you go. Zoho Sign Now Integrates […]
The CRM Zen Show Episode 210 – Old McZoho Had A Farm: EUeID
Zoho News Zoho CRM Improved Email Parser Early Access We are excited about this one, and you actually don’t need to fill out the form to request early access; there is a button inside settings to enable it. Zoho CRM July Community Digest We did cover these last month, but definitely a nice roll-up of […]
The CRM Zen Show Episode 209 – Not just Bigin, but Massin
Zoho News Motivator Adds Notifications Nothing major, but still a cool new feature allowing users to get alerts. Zoho Analytics July 2022 Updates A handful of new connectors, as well as some nice QOL improvements. Bigin Mass Email Updates Nice to this key feature that exists in the CRM now available in Bigin. IFTTT For […]
CRM Zen Show Episode 208 – The Illusion of Qntrl
Zoho News Zoho CRM Plus Unifies Telephony This has been around for a little while now in Zoho One, but for all of you CRM Plus users, you now also have this feature. Qntrl Q2 Product Updates Nice batch of updates from the Qntrl team, we have yet to find a need for it, but […]
The CRM Zen Show Episode 207 – Zoho Voice Becomes Textually Active
Zoho News Zoho Creator 2022 Roadmap We missed this last week, but some big updates for 2022/2023 coming to Creator, including Canvas Builder! Zoho Writer Introduces Workflows The Writer team never sleeps! Yet another great new addition. Zoho Sign Mid 2022 Updates We’ve covered most of these on the show, but here is a quick […]
The CRM Zen Show Episode 206 – Me Gusta QESo
Zoho News Zoho CRM Adds Condition-Based Data Sharing Rules This is a huge value add, so many cases in which someone couldn’t see what they were supposed to see or vice versa. Deal Lookup Field Is Now Available In The Invoice Module Another need to have and more of a follow-up update on the previous […]
The CRM Zen Show Episode 205 – Shush Tunneling
Zoho News Zoho Analytics Updates & Enhancements A TON of new enhancements were added to Analytics, including Analytics is now HIPAA Compliant. Bigin Adds Actions In The Pipeline List View More cool UI that maybe, just maybe, we will see in the CRM someday. Bigin Is Now HIPAA Compliant on Mobile For both Android and […]
The CRM Zen Show Episode 204 – Pip! Pip! Cheerio!
Zoho News Zoho Social Adds Advanced Statistics This is a very nice roll-up, the depth of analytics provided in this update is excellent. Map Dependency Function Added to Sandbox This is a way to essentially test filtering picklists and test it before pushing live. Another nice update to the Sandbox. Zoho Meeting Introduces PIP Feature […]
The CRM Zen Show Episode 203 – Return Of The Tyler
Zoho News WorkDrive 3.0 Part 2 A bit delayed, because yes, we covered all of this a few months ago, but part 2 of the blog was just released and includes a nice write-up on some of the features. Zoho Meetings Forever Free Edition Gets More Features No CC required, 100% FREE, which includes 100 […]
The CRM Zen Show Episode 202 – Books Taskation gets Representation
Zoho News Bigin June Updates If you are using MailChimp, Bigin just added a MailChimp related list. Also, snuck in some more “CRM like” features. Zoho Vault June Updates For all of you command line power users out there, the CLI tool is now live. Additionally, admins can now set up security alerts via Webhooks. […]
