The CRM Zen Show Episode 205 – Shush Tunneling

Zoho News

Implementation of the Week

  • Zoho CRM // Client Scripting for Instant Duplicate Prevention
    • An ongoing challenge in CRM is keeping your Lead and Contact lists free of duplicate records
    • However, when users are only able to view/work with their own records, it may not be possible for them to check for duplicates before creating a new record
    • Using Client Scripting (running on the Create/Edit pages) we can run an instant check before a Lead/Contact is created, to query the CRM for duplicates
    • While definition of duplicate is flexible here, it will generally be based on a matching Email and/or Phone number. That being said, it can be custom coded to search for duplicates based on any criteria
    • It’s important to note that this function can search more than one module, so if a Contact already existed with a given email address, it could prevent the creation of a new Lead with that same email

Code Share of the Week

This Weeks Read

  • The 9 Best Free Stock Photo Sites in 2022
    • We all use them, and recently Zoho has been integrating a lot of stock image sites into some of their applications.  This read from Zapier lists their top 9 picks.

New On Zenatta

  • Zenatta Blogs
    • Boost Your Conversions With Landing Pages
      • Landing pages can be extremely powerful to boost your sales and lead generation.  If you are just using a CTA page, we explain the benefits of a landing page instead.

Application / Plug-In of the Week

  • OneTab
    • So a while back one of your picks was the Great Suspender.  We recently found this application instead to prevent all of the memory usage Chrome takes.  If you have a lot of tabs open, this is worth checking out.

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

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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