Zoho News
- Zoho Recruit Adds Required Skills Field
- This replaces the skillset field, so if you were using that field, you will want to double-check everything associated with the field.
- Zoho Recruit April Product Updates
- Business card views get a field limit increase (hopefully, this trickles over to CRM someday soon as well).
- New ChatGPT Extension For Zoho Cliq
- It’s not a news week without some ChatGPT news. CliqGeeks released an extension bot that also lets you use Dall-E as well.
- Zoho Connect Q1’23 Updates
- Connect now offers a starter plan, you can now see your member tasks stats within the app, and a new integration with Microsoft Teams.
- New Form Builder For Bigin
- If you are a Bigin user, you should be pretty happy with this update.
- CRM Plus Enhancements
- All of these updates were released over the last few months for the stand-alone products and are now available in CRM Plus.
- New Zoho Notebook for Zoho Sprints Integration
- Another integration this year for Notebook and CRM we think should go live for everyone any day now.
- Zoho Campaigns Launches A YouTube Channel
- And also, if you haven’t noticed, Zoho also changed its Logo.
Implementation of the Week
- Zoho CRM Next Follow Up Date controlled via Validation Rules
- In this implementation, our goal was to set up a requirement in the system to have an up-to-date “Next Follow Up Date” value for each Deal where Stage = Engaged
- This follow up date can trigger automated actions to make sure we minimize pipeline churn
- In this specific use-case, our client was looking to make sure that this date is both: in the future, and no more than 45-days in the future
- To accomplish this, we leveraged a CRM Validation Rule, but instead of using the normal UI configuration, we used a custom Deluge validation rule
- This lets us compare the entered date to the current date on the fly, to enforce that it satisfies our clients rules for ongoing follow-up activities to Engaged Deals
Code Share of the Week
- Automatic Invoice Template Selection in Zoho Books (by Elizabeth Clarke)
- This week’s codeshare is from our Club Zenatta superstar Elizabeth Clarke. Her breakdown:
- We ran into an issue where we were getting a lot of human error in template selection for invoices in Zoho Books: we operate in three currencies, with different bank account details for each, and we kept forgetting to set the default template with the correct bank account details for new foreign-currency customers.
- I run this on the Create trigger only to allow us to override the automatic choice by editing the invoice if we so desire.
- To get the template IDs, open the edit page for the template you need and the eighteen-digit ID will be in the URL.
- You can apply this same principle to choose templates based on any variable on the invoice, not just the currency–the only requirement is that the input be one of a consistent list of choices you can put in a map
- This week’s codeshare is from our Club Zenatta superstar Elizabeth Clarke. Her breakdown:
New On Zenatta
- Zenatta Blogs
- Managing Accounting and Physical Stock Levels: How Zoho Inventory Can Help
- Here is a full write-up on last week’s tip from Kody on managing accounting and physical stock levels with Zoho Inventory.
- Managing Accounting and Physical Stock Levels: How Zoho Inventory Can Help
Tips and Tricks
- The Ultimate Guide to Configuring & Optimizing Zoho Inventory
- This week’s tip might as well have been a webinar. A must-watch for anyone that uses Zoho Inventory.
