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The CRM Zen Show Episode 144 – You Get an LMS & You Get an LMS

Zoho News

Implementation of the Week

  • Zoho Desk Scheduled Function for Automated Deduplication
    • Zoho Desk does have the ability to run manual deduplications on Contacts
    • However, it is limited to name, and contact information for identifying which Contacts are duplicated
    • A scheduled function was created using deluge to identify Contacts based on custom criteria (multiple matching fields)
    • Zoho Desk API supports calling the merge function via Deluge, with a list of Contacts to be merged (with one Contact as “Primary)
    • This is then set up on a daily basis to identify and resolve duplicates, without loss of data

This Weeks Read

  • “Transnational localism – a small town approach to staffing up” By Raju Vegesna
    • This 7-minute read by Raju discusses Zoho’s growing belief in transnational localism, growing small hubs for employees in rural areas to work from.  This pandemic has influenced how many of us now think of the workplace and how we don’t need to live in a major city with today’s technology to get many jobs done.

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • easyship
    • This shipping tool really does it all
      • Courier Selection
      • Shipment Management
      • Automation
      • Finance
      • Shipment Creation
      • Integrations

Tips and Tricks

  • Zoho Books Beginner’s Guide – Sales Process