CRM Zen Show Episode 157 – Self Serving Blogs

Zoho News

    • That’s right, Zoho is doubling down on its commitment to help SMBs grow by now changing Zoho Invoice’s pricing to free!
    • We’ve covered these Zoho Social and Zia updates but for those of you using CRM Plus, these features are now live.
    • Your favorite Zoho AI now is available for Chrome, Firefox, and Edge with the ability to search through 20+ Zoho Applications.
    • Just a minor changed updating the logic rules on status being empty or not.
    • They are running out of apps, will Zoho CRM ever make the cut…
    • This WorkDrive update was discussed a few weeks ago for Windows, now it’s available for Mac.
    • Agents can now mark temps availability status from within Workerly.

Implementation of the Week

  • Net Sales (Invoices – Credit Notes) Reporting via Zoho Books and Zoho Analytics
    • When refunds/returns need to be processed in Books, a Credit Note is created against the Invoice for that sale
    • This effectively reduces the real Net Sales from that invoice
    • However, in Analytics, these two records (Invoice and Credit Note) are stored in two different tables
    • This means that a simple report cannot contain data from both tables, which would be required for calculating a true Net Sales value
    • Using Analytics SQL Query tables, we are able to consolidate Invoice/Invoice Items and Credit Note/Credit Note Items into one table with a consolidated Date and Amount column for easy reporting on charts and pivot tables

This Weeks Read

New On Zenatta

  • Zenatta Blogs
        • Teaming up with the write partner is much more than just getting Zoho to work right for your business.
  • Case Study
      • This was a detailed Zoho Inventory implementation, they also make a really cool product!

Pick of the Week

  • The ultimate subscription service for unlimited assets
  • Key features include:
    • Unlimited downloads
    • 55+ million assets
    • Simple licensing
    • Cancel any time

Tips and Tricks

    • In this 5-minute Zoho Mail video tutorial we cover:
      • Incoming Mail Filters
      • Mail Conditions


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.