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The CRM Zen Show Episode 232 – Mind Your Z’s and Q’s

Zoho News

Implementation of the Week

  • ZCRM Scheduled Function for Renewing Services Management
    • In this implementation, our goal was to automate the renewal process for ongoing services our client manages
    • The first step was to implement a scheduled function that checks daily for auto-renewing services where the existing Renewal Date is today
    • The function then reads the renewal cycle (3, 6, or 12 months) to determine the next upcoming Renewal Date to overwrite the value
    • This date update can then be consistently used for automated notifications to the customer about upcoming charges and changes based on the specific renewing service

Code Share of the Week

  • Attach a File to a Zoho Books Estimate 
    • This code share was actually gifted to us by the Zoho Books support team. We needed to be able to attach a file to an Estimate so that the document would be sent with the Estimate Email Template. 
    • In this code, we have a link to a file and use the invokeurl task to temporarily download it into Zoho’s Deluge cloud server. 
    • The key component is the setParamName function, which set the file’s metadata to what the Zoho Books server is expecting to see.

This Week’s Read

  • Iterate, Don’t Fail
    • It’s best to start high level and slowly make changes along the way, check out this insightful read by Denis Pombriant.

New On Zenatta

  • Zenatta Blogs
    • New Year New Resume
      • If you are looking to start a new position in the new year, check out this article for some tips and tricks when creating your resume.
    • Zenatta 2022 Year In Review
      • We couldn’t be more appreciative of all the support we’ve received over the last year. Here’s to all our accomplishments and more to come in 2023!

Tips and Tricks

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.