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The CRM Zen Show Episode 194 – Pocket Full of Workdrive

Zoho News

Implementation of the Week

  • Mail Merge Tabular Data Conversion to Dynamic Length Bulleted List
    • In CRM and/or Creator records, data can be tracked as subforms
    • Subforms give the user a way to create a list of data contained within a primary record (ex: Products on a Deal)
    • In this case, we wanted to merge this data into a PDF document as a bulleted list, however, the length of the list can vary significantly
    • By using a dynamic table in Writer, with a full-page background image, we developed a method to merge in as many rows as necessary, where the containing page will duplicate itself dynamically to continue the list

Code Share of the Week

  • Calling and Updating CRM Global Variables
    • A use case example of this would be a round-robin function and you need to store who the last user was that got a lead.  Sign in to Club Zenatta for a full explanation of its uses and the code itself.

This Weeks Read

  • The 5 best Pomodoro timer apps in 2022 by Harry Guinness
    • Do you need a boost in your work productivity?  Most of you have probably heard of Pomodoro, but if you haven’t tried it, well, it is worth giving a shot.

New On Zenatta

  • Zenatta Blogs
    • 4 Benefits from Automation
      • We have narrowed it down to just 4 out of the 1000s of automation out there…  Well not really but here are 4 important ones we dive into.

Application / Plug-In of the Week

  • Games for Zoho Cliq
    • Maybe you are on your 5 minute Pomodoro break or all the automation freed up time, well now you can play games with colleagues inside Cliq.

Tips and Tricks

  • Getting Started with Zoho Flow
    • As requested by popular demand we have started our Zoho Flow series.  In this first one Drew covers the essentials of getting started with Zoho Flow in this 14-minute video tutorial.  Next week we will dive into webhooks!

Billy Bates

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


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.