Episode 188 – Everybody’s Workdrive for the Weekend

Zoho News

Implementation of the Week

  • Customer-based Price Lists in CRM
    • By default, Price Lists in the CRM set prices based on item quantities on a Quote
    • Oftentimes, businesses define Price Lists at a Customer level instead
    • Using a subform on a Deal record, and client scripting, we can mimic the instant update of the standard Quote/Price List functionality
    • This custom functionality allows us to set Price Lists at a Customer Account level, and have them apply to the Quoting process automatically

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Strides: Goal & Habit Tracker
    • And while talking about productivity, what sets this app apart from others is the hundreds of items built into it that you would track.
    • Want to build better habits?  We highly recommend  Atomic Habits

Tips and Tricks

Billy

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

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.

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