The CRM Zen Show Episode 196 – Zohome on the Range

Zoho News

  • Zoho Sign now integrates with Zoho Checkout
    • We don’t talk about Checkout much, but this is a pretty cool integration with a lot of use cases.
  • Zoho Desk iOS mobile app now supports Approvals
    • Approvals are a pretty big part of Desk, so nice to see them available on the mobile app.
  • Zoho Opens New Office in South Texas
    • Zoho living by what they preach “transnational localism”.
  • Zoho Assist Adds Augmented Reality
    • Nice addition, sort of bringing Lens into Assist but on desktop.
  • Tags are now available for Zoho CRM Sandbox
    • One of the few things missing from the Sandbox.  Also, a bonus tip, don’t push everything live at the same time when working in the Sandbox.
  • PSA -Zoho Desk Changes Help Center URL Domain
    • A minor change but you will want to let your clients know the new URL link to your help desk portal.

Implementation of the Week

  • Zoho Inventory – Automated Package Generation on Invoice Payment
    • In Inventory, the Sales Order record serves to link Invoices and Shipments for a specific transaction
    • Oftentimes, clients of ours don’t want the shipping team to package and ship an order until Invoice payment is received
    • In this implementation, we set up a custom function that triggers on Invoice payment to generate a Package for the items that are now paid
    • If the Invoice is only for some of the items on the Sales Order, the Package is only generated for these Items

Code Share of the Week

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Zapier
    • Almost 200 episodes and we don’t know how this one slid by every week.  If you want 2 applications to communicate Zapier almost always has a solution to make that happen.

Tips and Tricks

Billy

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.

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