The CRM Zen Show Episode 201 – Forecast Calls for Free Credits

Zoho News

Implementation of the Week

  • Validating a logged in user’s profile to display a custom related list 
    • Permissions cannot be set for custom related lists
    • The XML custom related list is generated on load of the record page
    • In the custom function for the list, before any data is queried, the code checks the logged-in user’s profile information. If their profile is not on a pre-approved list as defined in the code, the function stops and nothing is displayed.
    • Alternatively, you could implement a return statement of “Sorry, you don’t have permission to view this list. Please contact your administrator”.

Code Share of the Week

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • LINER – Search Faster & Highlight Web/Youtube
    • Key features:
      • LINER Search Assistant
        • Make your Googling experience easier. Find what you’re looking for faster than ever.
      • Highlights Preview
        • Take a sneak peek at a page’s key contents. See if it contains the information you need.
      • Popular Highlights
        • Skim through the page’s key sections, highlighted by LINER users — a quick grab-and-go of key sentences.

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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