Zoho News
- Zoho’s Re-designed Product Logos
- There have been a few variations ever since the main logo was changed a few months ago. We really like this latest design for the products they’ve come up with.
- Hide Zoho SalesIQ Bot Based On Region
- This is a really nice update that can definitely help with spam and junk traffic.
- Zoho CRM Mobile Adds Additional Security & Privacy Settings
- These are some major security updates that were added to the CRM mobile updates.
- File Cabinet Is Now Supported In Bigin iOS and MacOS
- Please bring this to CRM!
- Zoho Desk Mobile Now Supports Read Receipts
- Emails will now show their delivered status on the Desk Mobile app.
- Bigin Android App Now Supports Feed Notifications
- Receive instant updates on records you are involved with.
- PSA: Zoho Cliq desktop app for Windows
- If you are using Windows 8.1, it will no longer be supported.
Implementation of the Week
- PowerBI Integration for Scheduled Delivery of Zoho Surveys
- In this implementation, our goal was to automate a process for sending Zoho Surveys to our client’s customers, based on data appearing within PowerBI
- This client provides transportation services via a reservation system, and all of the reservation data pipes through PowerBI
- Our first step was to set up a Databridge to pull the Client data from PowerBI into Zoho Analytics
- Then, we set up a custom filtered data table showing completed Reservations from the last 30 minutes
- Lastly, we set up a scheduled function triggering every 30 minutes (with a slight time offset from the DB sync), to pull this list of recently completed Reservations, and send them a pre-filled Zoho Survey via a 3rd party SMS platform
Code Share of the Week
- Search for or Create Books Customer
- This functionality is set up to help Developers search for books customers based on the company name and the full name of the contact.
- For this functionality to run you will need to setup a connection to Zoho Books called “books” with the scopes of ‘ZohoBooks.contacts.READ’ and ‘ZohoBooks.contacts.CREATE’
- When this function runs it should return the Books Customer Id of either the record created or the record found.
- This functionality is set up to help Developers search for books customers based on the company name and the full name of the contact.
- HTML Snippet for an NPS Gauge
- This snippet can be used to display an NPS Gauge using HTML. It uses no Javascript, so it can be included in an email.
- To adjust the needle’s position, simply edit the “left” attribute inside the “.gauge .indicator” and “.gauge .indicator-label” style rulesets. The formula for the indicator is “left = (90 + NPS)px” and for the indicator label is “left = (100 + NPS)px”
This Week’s Read
- Why is Zoho Notebook the best Evernote alternative?
- They even have a migration tool to get you started and save money!
New On Zenatta
- Zenatta Blogs
- Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
- We break down our internal process in this article on determining a third-party integration with Zoho.
- Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
Tips and Tricks
- Creating Role-Based Custom Views & Filters in Zoho CRM
- In this week’s tip, Tyler covers the new role-based views and filters that were added in last month’s CRM update.
