The CRM Zen Show Episode 169 – Game Testers Needed

Zoho News

    • Zoho One is getting a big unification update with a new UI, enhanced AI & BI, cross-functional services, and much more.
    • Though many of us have had access and already have been using Zoho Learn, the official release just happened.
    • This is HUGE, now you can have multiple PBX installations.
    • Zoho has announced an artisan partner program that focuses only on your Canvas designs. 
    • This will be rolling out slowly over the next few months, but there is a new email preference tab inside Zoho CRM along with some new mass update features for roles and permissions.
    • You can now attach files in Bigin directly from your favorite cloud service provider ie Dropbox, Google Drive, etc.
    • You can now create custom reports in Zoho Sprints by integrating with Zoho Analytics.
    • Send your attendees to the landing page of your choice when they close the meeting.
    • If you are sending bulk emails from your site, this may be worth checking out for any WordPress users out there.
    • For the rest of us SurePay is great.
    • Unless you have a special case on not updating your browser, this shouldn’t affect anyone.
    • This cross-platform tool Flutter is now available for SalesIQ’s Mobilisten.
    • Cached files inside Zoho Desk’s private space will now be encrypted for android app users.
    • You can now see the forward and replied indicators in the Zoho Mail iOS app.
    • Some big telephony integrations made it over to the European market this last quarter.
    • The Zoho Analytics team was very busy this month with a TON of great updates.

Implementation of the Week

  • Prefilled CRM Forms via Client-Side Scripting
    • Custom modules are often built within the CRM for adding related data to a primary entry
    • For example, you may create multiple Quotes from one Deal record
    • CRM Deluge functions can pull down information from the parent record after saving, but not while actively creating the record
    • Client-side scripts are able to pull data immediately upon opening the new record creator
    • This allows us to pull, for example, relevant information for Quote creation from the Deal immediately, so that information can be referenced while creating the rest of the quote


This Weeks Read

zoho and wordpress
    • A great compilation of case studies and how to get the most out of different scenarios.

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs
      • This was a fun one and a product with a ton of value.  Great Q&A at the end and thank you to everyone that attended.

Application / Plug-In of the Week

    • Features Include:
      • Highest-rating backup and restore plugin at (4.8 stars out of 5.0), and ranked in the top 30 (of over 50,000) WordPress plugins for popularity.
      • Designed to run everywhere that WordPress runs
      • Multi-site (i.e. WPMU/WordPress Network) compatible.
      • Proven to backup sites of 100GB; file size only limited by Web host.
      • Backs up limitless non-WordPress files and external databases.
      • WP-CLI support
      • Incremental backups that can be set to the hourly schedule of your choice

Tips and Tricks

    • In this third video tutorial for Zoho Learn Tyler walks you through the following:
      • Creating courses
      • Creating quizzes
      • Review of other settings



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


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.