The CRM Zen Show Episode 262 – Come on, Cliq The Noise

Zoho News

• Canvas Builder Enhancements
  • Some notable enhancements to the overall functionality and desired features.
• Zoho Cliq Adds Active Noise Cancellation
  • Cool feature to have similar to Krisp AI.
• Zoho Cliq Critical Issue During Server Update
  • PSA – Cliq Incident Report
    • Reports of the outages a couple of weeks ago.
• Zoho Forms Adds Audio/Video
  • Upload clips directly to the form, super handy feature for mobile device uploads.
• Bigin API Version 2.0
  • The big ones from this list is COQL and email APIs.  Beware of some module rename if you move over to 2.0.
• Bigin Mobile Android Update v1.6.2
  • Scribble features added to the latest version of the Bigin Android App.
• Zoho Bookings / Microsoft Teams Integration
  • Hopefully, the “add details to Microsoft Calendar” feature is also added to the CRM soon.
• Zoho Desk Mobile App Now Supports WhatsApp Templates
  • Create a subset of usable templates for chats.
• Zoho Desk iOS Update Now Supports Vietnamese
  • Update the app to the latest version to enable this feature.
• Workplace June’23 Updates
  • And in case you missed them, here are all the notable updates for Workplace from June.
    

Implementation of the Week

• Consolidated Last-Ticket-Touch Analytics for Zoho Desk
  • In this implementation, our goal was to provide reporting capabilities in Zoho Analytics on Desk Tickets that hadn’t had meaningful updates recently
  • The challenge is that a “meaningful update” may come in the form of a Ticket Thread/Email, Comment or Task completion
  • To solve for this, we first created a SQL table using UNION operators to create a master data-set of all of the different types of touches we were looking to track
  • Then, from this table we created logic to determine the most recent touch on each of those tickets, as well as what type of touch it was
  • Lastly, we’re able to create custom reports from that data to identify outlier tickets that may need to be addressed by managers

Code Share of the Week

• Add Ordinal Suffix to a Number
  • Formatting date-times into readable strings in deluge is best done using the .toString() function. By inputting a string of Date-Time Literals you can format a date-time into almost anything you can think of.  However ,the .toString() function sadly does not offer ordinal numbers, so we have to use a short series of if/else statements to determine any number’s ordinal indicator.

This Week’s Read

• 33 Best AI Tools to Boost Productivity in 2023 (Free & Paid)
  • A well-rounded assortment of AI tools are included in this latest list.  

New On Zenatta

• Zenatta Blogs
  • Getting Started with SMS Marketing For Zoho
    • And if you do want to get started with SMS, we’ve included 50% off getting started with MessageMedia in the blog.

Tips and Tricks

• Zoho Projects Training Course – Creating A New Project
  • Curious about what our new Projects Training course is like?  This week’s tip comes directly from our training course on how to create a new project.