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The CRM Zen Show Episode 266 – GOYOZUG

Zoho News

Implementation of the Week

  • Zoho CRM Account-level Email Opt-out
    • In this implementation, we were working with a client who primarily uses Account-based Prospecting
    • With this approach, they identify good-fit Accounts for their services, populate Contact lists at those Accounts, and begin their outreach flows
    • This outreach flow is a blend of manual and automated communications
    • Occasionally, they may determine that an Account is NOT actually a good fit after making Contact, and they want to stop all outreach to the prospects at that Account (including automated workflows)
    • To accomplish this, we added an “Account Email Opt Out” field to the Account page
    • When checked, it will opt-out all child Contacts + Leads (custom lookup field) underneath that Account, which forces them out of the outreach process

Code Share of the Week

automate your business ad
  • Add Comments to Custom Modules in Inventory/Books
    • Many of us have probably found that even though it’s based on Books, the Inventory API documentation is severely lacking. 
    • We recently had a use case to keep a detailed audit log of a custom module in Inventory and discovered that the Comments API (like the one for Credit Notes) also works for custom modules. 
    • Here’s how to add comments to a custom module record in Inventory through Deluge (or the API).

This Week’s Read

New On Zenatta

Tips and Tricks

  • Standard Subforms in Zoho Creator
    • Another Creator tutorial this week from Josh.  These subforms differ significantly from CRM and we cover everything you need to know about them in Zoho Creator.  And be sure to comment if Josh should keep or lose his mustache in the video!

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.