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The CRM Zen Show Episode 246 – The Perfect Place To Bigin

Zoho News

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

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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.