Zoho News
- Zoho Books Refreshed Design
- Books gets a mini makeover with cosmetic updates including a dark mode for the sidebar and new themes.
- Zoho Meeting Latest Updates
- New mobile app updates and an enhanced interface.
- Colored Tags In Zoho Recruit
- Seems like a minor change but is actually very helpful.
- Zoho Assist 2022 Year In Review
- Catch up on all the improvements Assist had in 2022!
- Zoho Workplace December 2022
- New features in these communication apps will have your team collaborating better than ever.
- “Puvi” Is Here For Zoho CRM
- Zoho’s official font is now featured in CRM. Play spot the difference between the before and after pictures within the news article.
- Zoho Sign For South Africa and Australia
- South Africa and Australia get the ease of digital signatures.
- Voice Of The Customer (VoC) For Zoho CRM [Early Access]
- Essentially this AI technology is used to scan communications to determine the customer’s sentiment. A pretty powerful tool, and it’s going to get better and better over time.
- Zoho Mail Android App Send Later Option
- Schedule your emails for later in this update to the Andriod app.
- Enhancements To Motivator
- Some cool new features include showing targets based on hierarchy, reordering dashboard components, additional options for KPI, and more!
- Zoho Mail 2022 Year In Review
- Use this fun game to guide you through Mail’s 2022 journey.
- Introducing Zoho Lens’s OCR & QR/Barcode Scanning Features
- A useful new addition to Lens, lets support see the QR code or barcode to help more efficiently.
- Zoho CRM Multiple Scoring Rules Minor Enhancement
- A much-needed enhancement to scoring rules in CRM, adding multiple to one record in a related list and can be viewed graphically.
Implementation of the Week
- Improved Integration Buildout for Zoho Inventory + Shopify
- The pre-built integration between Zoho Inventory and Shopify is pretty well put together, but it does miss a few key areas to completely line up with Shopify
- In this implementation, we wrote custom functions to automate two key missing pieces in the integration
- First, our function triggers on the creation of a Sales Order in Inventory to create an Invoice and log payment received to that invoice.
- Next, when a fulfillment is logged in Shopify (if not shipping out of Inventory), we automatically create a Package and Shipment in Inventory
- Creating these records helps to keep our clients Accounting and Physical stock keeping measurements accurate
Code Share of the Week
- Syncing CRM Accounts and Contacts to Books Customers and Contact Persons via API
- When dealing with the Books APIs, things get tricky because the API name for Books Customers is contacts, which often causes a disconnect with developers who usually equate the term contact with an individual rather than a company.
- Sync CRM Parent Account Contacts to Books Customer Child Account
- If a CRM is using Parent Accounts with their own Contacts, then a Books Invoice logged to a Child Account may need to be sent to a Contact of a Parent Account. Use this snippet in Zoho Books attached to the “Customers” module.
This Week’s Read
- Lead Generation: A Beginner’s Guide to Generating Business Leads the Inbound Way
- This a great article discussing the importance of obtaining inbound leads, the gist, provide consistent and relevant content.
New On Zenatta
- Zenatta Blogs
- 4 Automated Emails You Should Consider
- Add these key automated emails to your system to strengthen customer relationships and save your salespeople time.
- 4 Automated Emails You Should Consider
Tips and Tricks
- Getting Started With Deluge – Reading Data
- Start out with a laugh as we dive into Deluge.