The CRM Zen Show Episode 249 – ChatZIA

Zoho News

• PSA – Partial Outage in One of the Zoho Desk EU DC Cluster
  • For those of you in the EU, you might have noticed Desk was down for a bit last Tuesday.
• ChatGPT “Combined” With Zia
  • This is major news, Zoho dropped ChatGPT essential into every single app.  If you aren’t using it yet, you’re missing out.
  • Zia Integration with ChatGPT for Zoho Desk
  • DataPrep Integration with ChatGPT
• Zoho Meeting May Updates
  • Zia integration was added, and some minor UI updates.
• Update To Merge/Footer/Autoresponder Migration Tags
  • Some QOL in this update removing the manual process every time you wanted to use a custom merge tag.
• Shopify/Campaigns Integration Update
  • If you set up this integration before October 1, 2022, the API connection will need to be updated before Jun 15, 2023.
• Campaigns Removes Social Page Campaigns
  • Don’t worry, Zoho Social is where you should be managing all of your Social media campaigns anyways.
  • This update also applies to Marketing Automation.
• Zoho Backstage April’23 Updates
  • Essentially Zoho Backstage added its own mini version of Campaigns inside the app for email designs and distribution.
• Zoho Cliq March & April Update Recap
  • The big update from this batch is the dual reply mode feature.  You can now turn on both replies and threads for your organization.  You need to also turn this on for each individual channel.
• Zoho Desk Android App v2.6.6
  • Layout and validation rules enhancements were added.
    

Implementation of the Week

• Automatically close out Zoho Projects engagements when an account is canceled
  • In this implementation, our goal was to create a quick and easy method to cancel a client account and then automatically close out all their active tasks in Zoho Projects
  • To accomplish this, we set up a workflow rule in Zoho CRM that will trigger when an account gets moved to a status of “Inactive”
  • This workflow rule will execute a custom Deluge script that will fetch all tasks in Zoho Projects for that client account
  • We then filter those tasks down to only the “Open” statuses and update each of the tasks to a status of “Canceled”
  • This allows for an easy way to simply toggle off a client during your offboarding process and have it trigger an automatic cleanup system to keep your task lists clean while requiring minimum effort

Code Share of the Week

• CRM: Filter Contact Name Lookup Field On Deals Based On Account Name Lookup Field
  • Zoho CRM has added a ton of new features supported via client script. A long-awaited one is the ability to filter the options of a lookup field based on other values on the same record. 

This Week’s Read

• National Customer Rage Survey: Top 10 Highlights For Service Teams in 2023
  • If you want a good laugh, skip ahead to this week’s CRM Zen Show and watch this segment.

New On Zenatta

• Zenatta Blogs
  • Benefits Of Portals And Why We Recommend ZPortals
    • If you missed it this week, Brett and John-Mark from ZPortals did a full product overview.  Here is a quick write-up on some key features, along with the video tutorial.

Tips and Tricks

• Categorizing Bank Transactions & Reconciliation In Zoho Books
  • John Ota covers handling discrepancies, adjusting categorization, and deleting manually added payments to correct errors in this week’s tip.