The CRM Zen Show Episode 223 – I Need Two CCs Of JWT On This ASAP STAT!

Zoho News

Implementation of the Week

  • CRM Attachments Automated Migration to Workdrive
    • Oftentimes, we engage with a new client who has been loading all of their attachments directly into the CRM record related lists
    • This is alright for a while, but the CRM attachments do not work well as a long-term solution for file storage/management (due to cost, search functionality, and sharing)
    • WorkDrive provides a terabyte of storage along with your Zoho One migration and excellent tools for file usage and collaboration
    • In this implementation, we build a scheduled function that looped through all records containing Attachments (in this case, Deals in a few specific Stages), and loaded the attachments into specific folders for each Account

Code Share of the Week

This Weeks Read

  • How To Avoid Toxic Productivity
    • Do you work even when you should be off?  If so, this read is worth checking out on how to break away from toxic productivity.

New On Zenatta

Application / Plug-In of the Week

  • Zoom Closer
    • This is hands down the simplest pick of the week we ever had.  Tired of all those Zoom tabs from your meetings?  This takes care of them for you.

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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