Zoho News
- New Features In Zoho Notebook
- A ton of updates to Notebook, including increased storage, collaboration improvements, emails & ticket conversion to notes, and much more, but still no connector to CRM.
- SharePlay Now Available With Zoho Show For iOS
- If you use FaceTime, this is very cool and worth checking out.
- New Feature Added To Zia’s Prediction Capabilities
- It will be interesting to see how it works. Hopefully, this tool will be added to Subscriptions as well.
- Zoho CRM – Autumn ‘22 Updates
- We’ve covered most of these, but a new one is Parallel Transitions for Zoho CRM which we are very excited about.
- Introducing Multi-Org For Zoho Recruit
- You’ve been able to do this in Books for quite some time now, but a super useful feature, and great to see them add it to Recruit.
- Introducing Advanced Multi-Currency Handling In Zoho Books
- Nice enhancements that not only allow you to handle multiple currency processing in Books but improved record recording of that data as well.
- Label Sync Issue Via IMAP In EU Data Center
- If you are in the EU, you should check to see if this PSA affects you.
- Zoho Sign Inactive Accounts Cleanup
- If your Zoho Sign account is unpaid and unused for 120 days, Zoho now reserves the right to close your account.
- Dashboard Is Now Supported In Bigin Android Mobile App
- The Bigin team is constantly making the App better.
- Account Details View Is Now Supported In Zoho Desk iOS Mobile App
- The title says it all.
- Zoho Desk Andriod Mobile App Now Supports Instant Messaging
- A great addition to the Zoho Desk mobile app.
Implementation of the Week
- Zoho Desk / Slack Integration for Automated Notifications
- In this implementation, our goal was to notify a user in Slack when a comment is left on a Desk ticket that mentions that user.
- To accomplish this, we set up a ZFlow to run on any ticket comment.
- This Flow reads the comment to identify if there is a user-mention included.
- If there is a mention (or more than one mention), we are logging the user-mention into a custom table in Analytics.
- Every 30 minutes, we run a scheduled function to check our Analytics table for unsent mentions and push them out to the relevant users via Slack.
Code Share of the Week
- “Merge and Sign API” for Zoho Writer & Zoho Sign
- This is one of our “Secret Sauce” code snippets.
- Button Code to Email CRM Inventory Template
- There is a “Send Email” action on the CRM’s native inventory modules (Quotes, Sales Orders, and Invoices) that allows you to choose a template and then draft an email with the template as an attachment.
- This snippet allows you to run an automation before it runs.
This Week’s Read
- 3 Best Practices for Turning Customer Data Into Marketing Insights
- With all of the recent changes to Zoho Campaigns and segmentation, this article gives a great rundown of some things to consider when segmenting your data.
New On Zenatta
- Zenatta Blogs
- Password Management, A Must-Have Application
- If you aren’t using Zoho Vault, we highly recommend it, and it truly is a best-in-class product.
Application / Plug-In of the Week
- Tango
- Automatically create beautiful step-by-step guides.
Tips and Tricks
- Important Settings For Topics In Zoho Campaigns You Don’t Want To Miss
- There was recently a change in Zoho Campaigns that allowed you to finally edit the footer description. If you use Campaigns, you will want to check out this week’s tip.