The CRM Zen Show – Episode 109 – I Thought That Was A Thing

Reading Time: 2 minutes

Zoho News

Implementation of the Week

  • Zoho CRM Subforms for Custom Quoting/Product Management
    • Subforms can be used to create table sections in a CRM record
    • Subforms can include lookup fields, which can be used to link each line item to a CRM Product
    • Products can be added with default prices, but the subform also allows for price adjustments
    • Totals can be rolled up for items in the subform
    • Subforms can readily be used in mail merge document creation via Zoho Writer, which can produce formatted proposal/quote documents with product information

Things We Noticed

  • Zoho CRM Reports can now be filtered based on Territory

This Weeks Reads

SMS For Zoho CRM by MessageMedia ad banner with 50% off the first three months special

New On

  • Zenatta Blogs
  • New Zenatta YouTube Videos
  • New Resource Guides

Application / Plug-In of the Week

  • Content Views Plugin for WordPress
    • One of the most useful Plugins for WordPress that allows you to:
      • Display any posts, pages, uploaded images, embedded videos, custom post types (WooCommerce products, events, etc.)
      • Filter and sort by category, tag, custom taxonomy, and custom fields
      • $39 Annual License Fee

Tips and Tricks

Vote for Your Favorite

Zoho Application

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.