Zoho News
- PSA – Zoho Sign Disables Callbacks For Active Webhooks
- This shouldn’t affect too many of you, but if it does you will receive an alert of the disabled webhook
- Introducing Built-In Telephony in Zoho CRM
- Using Twilio, but not your Twilio… And what about Zoho Voice?
- Zoho Creator Q1 2022 Updates
- Some really nice updates and new features added in this batch.
- Zoho Desk Adds Portuguese Support
- Desk had Brazilian Portuguese prior to this addition.
- Zoho CRM Android Mobile Apps Revamps Module Views
- A little more compact and better sorting options.
- Zoho People February Newsletter
- If you’re into Zoho People, this is a great little newsletter.
- If you’re into Zoho People, this is a great little newsletter.
Implementation of the Week
- CRM Price Books Reporting via Analytics
- Price Books in the CRM are a great way to set custom pricing for items by volume
- These Price Books directly pull into Quote generation in the CRM
- Unfortunately, the CRM Reports do not well summarize this data, and Zoho Analytics does not properly pull over the Price Books // Product linking data
- This means that, natively, you cannot get a good top down report of Prices per Customer, or all potential Prices for a given Product
- Custom CRM Scheduled Function created to regularly sync Price List // Product data to a custom data-table in Analytics
- This allows for easy viewing of all Price List // Products associated with a client, and all possible Prices of a given Product
This Week’s Read
- Zoho’s Surround Strategy By Denis Pombriant
- This article is a few month’s old but a great take on Zoho’s approach to the market.
New On Zenatta
- Zenatta Blogs
- Top 5 Job Boards That Integrate With Zoho Recruit
- Are you hiring through Zoho Recruit? If you aren’t, it is worth checking out the next time you are posting a job offer.
- Top 5 Job Boards That Integrate With Zoho Recruit
Application / Plug-In of the Week
- Google Routes for Zoho CRM
- The Google Routes for CRM extension brings the Google Map API into Zoho CRM modules.
- This allows you to:
- Create location markers and build routes directly into the records of these default modules:
- Leads, Contacts, Accounts, Deals, Sales Orders, and Purchase Orders.
- This widget cannot be used in custom modules.
- Create location markers and build routes directly into the records of these default modules:
Tips and Tricks
- How to join the Zoho Party via user email invite
- If you are adding a new user to Zoho One, this would be a great tutorial to have them watch to get started with the initial invite.