Zoho News
- Zoho Calendar UI and Features Updates
- Continual improvement to the newly revamped Zoho Calendar
- Zoho Projects Updates
- Zoho People May Newsletter
- A handful of good updates this month, along with articles and upcoming new features.
- Zoho Workplace April Recap
- Big month for Workplace last month. Lots of QOL enhancements and additions.
- New Features for SalesIQ
- Articles enable visitors to address their own queries.
- New Answer Bot released. Much easier to use then its predecessor!
- New version of SalesIQ for CRMPlus released.
- Small Talk: In SalesIQ, the Small talk module allows you to configure phrases and responses, which one or more Answer bots can use to converse with your visitors.
- April Marketplace New Releases
- A handful of great extensions this past month including Bybrand discussed in Episode 143.
- Zoho Finance Suite Roundup
- Zoho Books gets some nice additions for Zoho Inventory.
- Zoho Expense launches its revamped UI along with some extra additions.
- You can now record payments while creating invoices and premium templates added for retail to Zoho Invoice.
- Zoho Integrates Canva Into Zoho Social
- Zoho has now integrated Canva, a very nice tool for creating a quick graphic for your social media posts, into Zoho Social. We love Canva and this is a very nice integration.
Implementation of the Week
- Calculating nth Weekday of a Given Month via Zoho Deluge
- Sometimes, specific actions need to take place relative to a specific nth weekday of a month (ex: 3rd Sunday)
- A Serverless function was created in the CRM which takes the input of: Weekday (Sunday), Number (4), and Month (if none provided, assume current)
- Serverless function takes these input parameters, and using control logic returns the formatted date of the requested weekday
- Because the function is serverless, it can be used in a variety of automations, or even from outside of Zoho via an authenticated API call
This Weeks Read
- The Key to Keeping CRM in Sync – CRM Magazine – By Phillip Britt @Phil_Britt
- MAKE YOUR CRM SYSTEM THE SINGLE SOURCE OF TRUTH
- With so many departments relying on CRM data, it’s essential that companies’ CRM systems have the “golden record” of customer data—a single source of truth with all company data about customers updated in real time as soon as new information, like a new cell phone number or email address, is obtained. Experts agree that the CRM system is the best place to store this golden record.
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- New Resource Guides
- How Do I Create a P&L Statement/Report?
Application / Plug-In of the Week
- Google Calendar Plus
- What can GCalPlus do?
- Multiple Copy: You can copy/duplicate events to the same calendar directly from any view Google Calendar for which you are copying events for the best results.
- More All Day Events: With this option you can display twice as many All Day events in the Weekly and Daily views.
- Expand Overlapping Week Events: when you hover over timed events in the Week view this option expands the tiles to full width.
- Show More Events in Month View: with this option you’ll get to see at least twice as many events per day in the ‘Month’ view.
- Hide Event Illustrations: use this to remove the pictures automatically added for events with keywords in the title.
- Alphabetical All Day Events: All day events used to be grouped by calendar, then were listed alphabetically.
- Add “Create Event” to Year Previews. Click any day in the Year view to list the events on that day.
- Day Start/End: This option allows you to hide everything before and after specified times.
Tips and Tricks
- Zoho WorkDrive Beginner’s Guide – Setting Up Groups & Users
- Learn how to:
- Add a new user
- Set up permissions for users
- Set up groups
- Learn how to: