The CRM Zen Show Episode 197 – Oops, Let’s Try That Again

Zoho News

Implementation of the Week

  • Custom Widgets for External Webpage Embeds in CRM Homepage
    • The CRM Homepage dashboard is normally used to display either custom views of CRM module data, or chart visualizations of data
    • However, they can also contain embedded pages from external URLs
    • To accomplish this, first we create a Widget in the CRM that references this URL
    • Then, we just need to select this widget from the CRM Homepage configuration and add it to the layout

Code Share of the Week

This Weeks Read

New On Zenatta

  • Zenatta Blogs
    • How are you tracking your Campaigns?
      • Depending on what type of campaigns you are running, here are a few things to consider implementing to potentially better track your ROI from various campaigns.

Application / Plug-In of the Week

  • Workflow Enhancement Suite
    • This week on the show we had Massimo Ianniruberto, founder BluRoot Inc. and the creator of our pick of the week.  Very cool app and Massimo gives a full demo of it on this week’s episode.
    • The App will be released sometime this week!

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.