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The CRM Zen Show Episode 202 – Books Taskation gets Representation

Zoho News

Implementation of the Week

  • Dynamic Variables In Zoho Analytics
    • Similar to CRM Variables in the Zoho CRM Settings
    • Global variables that are given a range of values
    • These values can be inserted into SQL Queries, Formula fields, and User filters
    • They can be adjusted on dashboards with sliders that allow for dynamic calculations

Code Share of the Week

  • Convert JSON Data To HTML Table
    • Here we have a very handy snippet for converting a JSON Array (list of JSON maps) into a table to display in HTML. This function takes the input argument arrJson and outputs a string of HTML that formats the data as a table with each key in the map as a column.

This Weeks Read

New On Zenatta

  • Zenatta Blogs
    • 7 Reasons You Should Switch To Zoho Books
      • Besides the recent bank feed fiasco, which will be fixed soon, here is a quick read if you aren’t using Zoho Books currently, but are part of the Zohoverse, why you should consider switching to Zoho Books.

Application / Plug-In of the Week

  • BuiltWith
    • Want to know what is going on with your website? Or maybe what plug-ins and features another website is using?  This app does exactly that.  Get instant reports of what plug-ins and engine is used on any website.
  • BluRoot’s Marketplace App Is Now Live

Tips and Tricks

  • Getting Started On WordPress With Zoho SalesIQ
    • Tavin makes his tutorial tip debut! This week’s tutorial is on Sales IQ set-up and integration onto a WordPress website, customizing your chat widget and tracking your live visitor activity.

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.