The CRM Zen Show Episode 259 – The Restaurant At The End Of The Universal Analytics

Zoho News

• RouteIQ For Zoho CRM
  • We thought this was already a thing, but it appears it is now officially integrated.
• Note/Attachment Restrictions Based On Profile For Zoho CRM
  • This is a super nice update, which we’ve heard through the grapevine may be coming to individual modules soon.
• Zoho Analytics July’23 Updates
  • Big updates across the board, including granular custom roles, a few new connectors, more Zia enhancements, and more.
• Finance Suite Updates
  • Zoho Books July’23 Updates
    • We’ve covered most of these, but the big one is a new allocation method for Landed Cost.
  • Zoho Inventory July’23 Updates
    • You can now quickly delete the Google Shopping integration.
  • Zoho Invoice Turns 15
    • Happy Birthday, ZInvoice!
  • Zoho Invoice Q2 Updates
    • Customer Balance summary report was added. Not quite progress billing, but close.
• Zoho Desk June’23 Round-up
  • We covered all of these last months, but just in case you missed anything, here are all the Zoho Desk updates from last month.
• Zoho Cliq May/June’23 Updates
  • You can now assign who is a free or paid user, and the ChatGPT extension gets an enhancement.
• Zoho Bigin Integration With Zoho Directory
  • The first step to adulthood.
• Inactive Domain Cleanup
  • If you register a Domain with Zoho and it expires, they will remove it after 90 days.
• EOL For Google Universal Analytics & Zoho Desk
  • Everyone should be on GA4 now.
• Zoho Webinar Increases Session Attendees To 5,000
  • First person to try this out, let us know how it goes at I_Believe_In_Miracles@zenatta.com
    

Implementation of the Week

• Zoho CRM Account Level Activity Status Automation
  • In this implementation, our goal was to recreate the Open Activities tag available in CRM Leads, Contacts, and Deals list views in CRM
  • This tag is color coded, and provides an easy way to see if a given record has an Open Activity related at a glance
  • Unfortunately, this Open Activity Tag doesn’t exist for Account-level list views
  • To solve for this, we added an Activity Status color coded picklist field with options identifying Accounts with and without Open Activities
  • Then, we set up a triggered workflow/function each time Activities are created or completed, to check related Activities to that Account and update the new Activity Status accordingly

Code Share of the Week

• How to Display Workdrive Images via URL in HTML
  • When creating a document, it’s best to keep the size of the document as small as you can to improve deliverability. Images can quickly balloon your document’s overall size if they are directly embedded, so it’s better to store the images on a dedicated storage server like Workdrive and link them to the document via a URL.
  • Workdrive offers a lot of different links for your files, each with their unique use cases such as sharing, embedding, and downloading. In this instance, we want to use the download link, and add an extra ‘directDownload=true’ parameter so that it can be displayed on any HTML page.

This Week’s Read

• The Long Game by Zoho
  • Unique perspectives on business aligned with Zoho’s philosophy of sustainable growth. Explore topics ranging from marketing and data privacy to spiritual capitalism, R&D, and more.

New On Zenatta

• Zenatta Blogs
  • Choosing The Right Online Appointment Scheduling Software
    • Is it Bookings? Calendly? Acuity?  We help you break down some core features to help you decide.

Tips and Tricks

• Why & How To Use Batches For Bulk Emails In Zoho Campaigns
  • This week we cover why you might want to consider batching your emails and how to configure batches in Campaigns.