The CRM Zen Show – Episode 104 – Grammatically Unstructured
Zoho News Zoho Analytics Updates According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works, I’m going to have Zia communicate with my kids from now. Zoho CRM Portal Enhancements Portal users can now edit records created by other users. A major update that has been long overdue. Zoho […]
The CRM Zen Show – Episode 103 – Embarrassment of Riches(™)
Zoho News Zoho Notebook Updates Notebook and Microsoft Teams Integration Microsoft AppSource Link Notebook Web Clipper Revamp A new user interface Tag Support Reminders Multiple screen capture modes Bigin Updates Some small enhancements to Bigin And it seems that Zoho CRM / Bigin Integration will be here by August. I have no idea what that […]
The CRM Zen Show – Episode 102 – Vernacular-Wise
Zoho News Zoho CRM Gets a New Logo and Menu Bar The new Logo is different from the earlier version that I expected to be released. I think it looks great. A lot of thought went into this logo Zoho Books Updates A few nice additions, with my favorite being that you can now export […]
The CRM Zen Show – Episode 101 – The 95 Yard Line
Zoho News Want to Learn How to Use Orchestly? Check out these new Tutorials These are a step-by-step guide to the concepts of Orchestly and how to automate simple processes. Zoho Forms adds Enhanced Date Fields The new features include: Week Starts On Allowed Days Allowed Dates Zoho People – June Update Roundup A few […]
The CRM Zen Show – Episode 100 – Centennial Special
Zoho News Zoho Forms adds SMS Notifications Send an update in the following ways: Using SMS Notification templates for all records added or updated Using Form Rules to send a message only if a condition is fulfilled Some Upcoming Zoho Creator Platform Updates 10 New Features rolling out in June and July Zoho Sprints […]
The CRM Zen Show – Episode 99 -Grammatically Ambiguous
Zoho News Zoho Sheet Finally Gets The IMPORTRANGE Function With this function, you can link or refer to cell ranges across spreadsheets. Zoho Cliq 2020 Update Roundup A nice review of all of the updates made to click so far this year. If you are a Cliq user, there are a lot of great new […]
The CRM Zen Show – Episode 98 – Can You Round Up To 15?
Zoho News Analytics Updates New Charting and Import features Zoho Creator v2 APIs Migration Time is Here Zoho Creator’s v1 APIs will reach their end-of-life on 3rd February 2021 So you still have some time to make the change Enhanced Zoho Writer and Zoho Forms Integration You can now customize output options after a form […]
CRM Zen Show – Episode 97 – Margin Mayhem
Zoho News Zoho Writer 6.0 Released Not a major overhaul, but this release does add a lot of new features. Here are the release notes. A New Blog Cliq’s Remote Work Features We have talked about this quite a bit over the last two weeks, and now Zoho has a write up on the new […]
The CRM Zen Show – Episode 96 – Tyler Doesn’t Like It
Zoho News Zoho Creator Updates & Announcements 9 updates are coming soon, as well as online training in June. Zoho Meeting gets a major facelift A nice (and much needed) overhaul of the UI, and some new features. New Analytics Features You can now Disable Dynamic Drill Down, convert a sub-folder to a parent folder, […]
The CRM Zen Show – Episode 95 – Let’s Bigin Agin II
Zoho News Zoho CRM Adds Creation of Records Through Workflows You needed a custom function to do this in the past. A very nice new feature that makes workflows much more powerful. Zoho CRM adds a new Field Type: Image Upload This is a really well thought out new field type. You can easily add […]