The CRM Zen Show Episode 193 – Expensin’ On The Edge

Zoho News

Implementation Of The Week

  • Zoho Inventory Daily Re-order Report Delivery via Zoho Analytics
    • Reorder points can be set for items within Inventory
    • Notifications can be sent when a specific item hits the reorder point, but it is one email per product
    • This can be hard to track for companies with many items being sold
    • Query tables built within Analytics to calculate current stock, and compare to reorder point
    • If current stock is less than reorder point, the item will be included on a pivot table
    • If there is at least one row on the pivot table, it is sent out at the end of the day to the purchasing team so they can have one singular report of items needing reorder the following day

Code Share of the Week

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Canva
    • Most of you probably already know about or use Canva.  But for those of you that don’t, this is an excellent tool to quickly edit and create images.

Tips and Tricks


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.