Zoho News
- ChatGPT for Zoho Writer
- There are all sorts of great things you can have ChatGPT do within Writer, from grammar corrections to even writing Tweets for you!
- Zoho CRM Bigin Import
- If you have a team using Bigin and you want to move them over to CRM, this pulls everything over in a few clicks.
- 3 New Zoho Notebook Updates
- Share access with whoever you want and change your text/highlight color.
- Enhancements to the Zoho Calendar Connection
- This is a major update. Real-time synchronization and Bookings can be added to a specific calendar.
- New Zoho Show Zapier Integration
- Why not…?
- Zoho Payroll Introduces TDS Liabilities and Form 24Q
- Premium Zoho Payroll users can now track tax deductible at source liabilities.
- WhatsApp Template Update for Zoho Desk
- Everything should be done for you, but you should still check and review.
- Zoho Meeting iOS Privacy Enhancements
- Consent and other privacy enhancements were added in this update for iOS.
- Consent and other privacy enhancements were added in this update for iOS.
Implementation of the Week
- Email Template Management via Zoho Creator
- In this implementation, our goal was to provide a place for our client to create email templates to be sent via Creator that pull in merge data from related CRM records
- In this module, we provide a dropdown field that will actively pull all available fields from the relevant module
- When a field it selected, the proper merge tag value will be displayed
- The user can then copy/paste this value into the rich-text field where the email content will be stored
- Lastly, once the template is finalized, it can be easily sent to customers via a manual trigger as well as automated workflows
Code Share of the Week
- Monitoring Changes in Important Fields with Zoho Creator’s “old” Keyword
- When working with Zoho Creator, it’s crucial to keep track of changes made to essential fields in your forms.
- One efficient way to do this is by using the “old” keyword to retrieve the previous value of a field and compare it with the current input. In this code share, we demonstrate how to use the “old” keyword to monitor changes in a field called “Important_Field” and send an email notification when the field is modified.
- Please note this is only applicable to Zoho Creator – On Validate workflows.
- Force Default Tax On Item
- And from our Club Z Superstar, Elizabeth Clarke, on forcing a default tax on an item.
- Download URL for CRM Invoice Record Using CRM Invoice Template & WorkDrive
- Alex’s second codeshare this week can be done in 5 straightforward steps.
New On Zenatta
- Zenatta Blogs
- Trinity Engineering Case Study
- Shoutout to everyone over at Trinity Engineering for this case study. Working with them and building out these Creator Applications has been a lot of fun.
- 3 Tips To FireUp! Your Organization’s Culture
- We recently were recognized with the 2022 Culture Achievement Award. In celebration of that, we’d like to share some tips to FireUp! your team.
- Trinity Engineering Case Study
Tips and Tricks
- Shopify To Zoho Inventory Integration & Automation
- Last week, this was our code share of the week. Here is a complete video tutorial from Josh on how to implement this code share.
