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The CRM Zen Show Episode 261 – LinuXoho Ooo La La

Zoho News

Implementation of the Week

  • Employee Time-off Management via Integrated Creator Application
    • In this implementation, we’re working with a client that runs the vast majority of their operations through a highly customized Creator app
    • This app include functionality for routing, inventory management, tasking, time tracking, and much more
    • In this use-case, our goal was to develop functionality for our client’s employees to be able to easily request time off, have it approved, then have that leave be made publicly visible via shared calendars
    • First, we created a form that the employee can use to submit their time off request. The submission of this form is dynamically routed to their manager
    • If the manager approves the time off, it will automatically be added to the shared internal working calendar
    • If the managed denies the time off, the employee will be notified automatically via email with the reason for rejection

Code Share of the Week

  • Get a CRM field’s data history via API
    • In the CRM’s new v5 APIs, you can pull a record’s timeline history. This code share specifically filters through the timeline history of a record to look at a specific field’s history and return a list of past values, along with the date of the change, and the updated value. 
    • With some modifications, you could also pull in who made the change or by what means.

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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.