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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