Join The Community Sign Up For Club Zenatta

Article Read Time:

2 Min

Stay Connected

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

Zoho News

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

Tips and Tricks

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.