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The CRM Zen Show Episode 256 – Magic 8 Ball Says Outlook Not So Good

Zoho News

Implementation of the Week

  • Generating Product Labels via Zoho Creator and/or Inventory
    • In this implementation, our goal was to make it easy for our customer to generate scannable bar codes for items that also include their warehouse location
    • First, we set up a database in Creator where our customer can store information about their products including: SKU, Item Name, Bin Location. You could use your existing ZInventory list for this
    • Then, the user can click the “Generate Label” button, which kicks off the process
    • This button triggers a function that invokes a 3rd Party API to create a barcode for that SKU, and formats it into include the Item Name and Bin Location
    • It opens this label image into a Print-screen for easy printing, and saves the barcode image connected to that product for future usage

Code Share of the Week

  • Scheduled Duplicate Monitoring
    • This functionality was proposed to assist with checking for duplicate records in the CRM utilizing a COQL query.  The advantage is that we can now calculate aggregates in COQL queries and so can get the count of records that fit within certain parameters.  Here is how we can use it to check up on duplicate records:
      • Start by setting up a CRM connection with the “COQL” scope and the “Records.Modules.All” scope so that we can access the record data, and set up a connection to “Cliq” will at least need the “ZohoCliq.Webhooks.Create” scope.
      • A scheduled function can be set up using this function to simply check for duplicate records and message a cliq channel so that users can be kept up to date on if a duplicate record is found.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zoho Flow Full Product Overview
      • Jordan and Greg give you a full breakdown of Zoho Flow from both a sales and developer perspective in this month’s webinar.

Tips and Tricks

  • Reply Tracking Alternative In Zoho Campaigns
    • Something that we find many don’t know about is the built-in reply tracking with Zoho Campaigns creates a not desirable reply URL.  Here is a workaround to make it come from your address instead.

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.