Zoho News
- Zoho CRM Wizards Add Query Component
- A super slick way to essentially dynamically apply a filter to a lookup. Hopefully, this is coming soon to other things besides just Wizards.
- Zoho CRM Enhancements to listing and managing subordinates
- Another very relevant and useful update for user management.
- Zoho Forms Enhancements to Prefill URL: Field Alias
- You could always do this, but it now simplifies the process by giving you the URL with the parameters attached by pushing a button.
- Bigin May Updates
- Please copy and paste the quick deal view into CRM.
- Bigin Mobile App Android v1.6.0 Adds Dynamic Display
- Clean up what your list view looks like and arrange the pages now on your iOS mobile app.
- Latest updates in Zoho Meeting
- Is HD video really here?
Implementation of the Week
- Automatic Document Generation via Zoho Books/Inventory Sales Orders
- In this implementation, our goal was to create an automation to generate specific documentation based on a Sales Order in Books/Inventory
- While you can create a PDF natively, it does not contain all of the information that you may want to view
- For example, the default PDF will not show, for each item, the quantity invoices, packaged, or shipped
- While that data doesn’t show up in the PDF, it is accessible via custom functions in Deluge, as you can read the related Invoice + Package data related to that Sales Order
- Once that data has been organized, we can write it to a template in Zoho Writer to create our own custom Sales Order document containing much more detailed information about the status of each product
Code Share of the Week
- Prevent XML Related List Special Character Errors with a CDATA Tag
- In an XML string, certain characters are reserved for XML functionality.
- There is a special tag called “CDATA” (short for “character data”) that you can use to tell the XML processor to treat everything inside that CDATA tag as a literal character, and to ignore any XML functionality until you reach the end of the tag.
This Week’s Read
- AI Prompts for Business: 110+ Jasper Prompts To Power Your Organization
- Here are 110+ basic but good prompts to use for various common day-to-day tasks, from creating content to composing emails.
New On Zenatta
- Zenatta Blogs
- The Future of Work: Exploring Zoho’s New Chat GPT Integrations
- There have been a lot of new integrations with ChatGPT and Zoho products. We will do our best to keep this article up to date as Zoho applications get integrated with OpenAI.
- The Future of Work: Exploring Zoho’s New Chat GPT Integrations
Tips and Tricks
- Automate Zoho Campaign Notifications Through Zoho CRM
- As promised, last week, we discussed the various options for internal notifications inside Campaigns, this week, we show you how to push those options over to CRM.
