CRM Zen Show Episode 272 – Threshold Me Closer Tiny Dancer

Zoho News

• Sales Suite News
  • Zoho CRM Assignment Threshold
    • This is a nice update with a lot of use cases, especially for round-robin purposes.
  • Bigin Android App Adds Import Contacts Feature
    • Can’t imagine too many are on the road needing to import that latest tradeshow list from their phone, but in case you do, now you can.
  • Zoho Contracts New API Sets
    • Four new API sets were added to Zoho Contracts.
• Finance Suite News
  • Zoho Billing October’23 Updates
    • The big update from this month’s batch is Portal SSO.
    • Almost identical to this month’s Billing updates, Zoho Invoice Q3’23 Updates were also released this month.
• Marketing Suite News
  • Zoho Social Introduces “Inbox”
    • Rather than hoping around different inboxes for each platform, you can now see all messages in one “Inbox.”
  • Zoho SalesIQ RTL Support
    • And for the regions of the world using RTL, SalesIQ now supports it.
• Workplace Suite News
  • Markdown Support In Zoho Writer
    • If you grew up on old word processors, you can now turn on some of those legacy features you once loved.
  • *PSA* – Deprecation of Zoho Writer Merge and Store v1 API
    • For those of you using Writer Merge & Store API, you have until the end of this year to make adjustments.
  • Zoho Cliq October’23 Updates
    • Large update this month for Cliq, including a new conference room feature, internal live events feature, and the ability to retain data logs. 
  • Zoho Meetings Introduces Rooms
    • Just like Cliq’s conference room feature added this month, Meetings adds the same feature.
  • Zoho Bookings Adds “In-Person Locations”
    • You can now set physical locations for meetings. 
  • New Zoho Bookings Browser Extension
    • Nice addition showing upcoming calls and booking links.
• Other Product News
  • New Zoho Lens Chat Interface
    • Enhanced chat features while using Zoho Lens, including the ability to file share.
  • Zoho Sprints Mobile App Updates Android / iOS
    • Two completely different sets of updates for the Zoho Sprints Mobile App this month for iOS & Android. 

Implementation of the Week

• Zoho CRM + Zoho Creator for Gathering Datasets from Customers
  • In this implementation, our goal was to provide our client an easy way to make a request for information to their client
  • In this specific case, we’re looking to gather information about multiple Child Accounts relevant to a Deal, but this could be used for any request for information
  • As a first step, we set up a button on the CRM Deal that will create a pre-filled Creator record for each Child Account associated to the Primary Account for that Deal. These are linked back to the appropriate CRM records
  • For the second step, the function then organizes the publicly accessible URLs for those Creator forms into a dataset
  • This dataset is used to create an HTML table that is sent out to the Customer via email
  • This provides the customer an easy way to provide our client data about many different Accounts within one request

Code Share of the Week

• Updating a Zoho Inventory Item Image via API 
  • The current Zoho Inventory API documentation does not include how to update an item’s image via API. But we here at Zenatta won’t let that stop us! By reverse engineering the Delete Item Image API that is documented, we have determined the method for image update through “sheer force of will,” as it is known to say.
• Dynamically Populating Dropdown Values in Zoho Creator
  • Tieing into this week’s tip, here is a quick example using Zoho Creator’s “ui.add()“ function to dynamically populate dropdown values. 

This Week’s Read

• 3 Ways to Determine What Your Customer Really Values
  • Making the wrong assumptions about your clients can be costly, here is a quick read from HBR on a few things to consider when determining what your client values.

New On Zenatta

• Zenatta Blogs
  • Benefits of Reconciling Your Bank and Credit Card Accounts in Zoho Books
    • A lot has changed since our last Zoho Books webinar. We will cover this and more in great detail during tomorrow’s Zoho Books webinar.

Tips and Tricks

• Dynamic Picklist Values Using Deluge In Zoho Creator
  • In this tutorial, Alex shows you how to leverage Deluge scripting to dynamically populate dropdown options from Zoho CRM into your Zoho Creator forms.