Subcribe :

Train Your Team:

PSA – iOS calls are not audible in Cliq
- They resolved this over the weekend. Update to the latest version of Cliq for iOS.
Zoho CRM Updates
- Zoho CRM’s Calendar Synchronization Update
  - You can now set when you are not available in the CRM calendar.
- Zoho CRM Aggregate Fields in Subforms Enhancements
  - You can now apply conditions to the aggregate formulas.
Finance Updates
- Zoho Books November’23 Updates
  - You can now create PDF templates for custom modules.
- Zoho Expense October’23 Updates
  - Multiple enhancements and updates, including a new edition for Germany, GetThere integration, report automation, and more.
- Zoho Billing (Subscriptions) November’23 Updates
  - Major news, you can add payment methods from the customer portal and mandate payments for subscription updates.
Other Updates
- Bigin User & Roles Enhancements
  - Minor update to the UI to better visualize Roles.
- Bigin Adds Activity Options For Workflows
  - You can now create an event or schedule a call within a workflow.
- Zoho Backstage October’23 Updates
  - All super minor updates and enhancements last month.
- Zoho Vault Adds Additional Authenticators
  - Super nice addition, adding multiple authenticators to choose from now.
Digests & Round-ups
- Zoho Developer October’23 Digest
  - For all you devs out there, here is the latest Developer Digest.

Custom Integration for Zoho CRM & Zoho Recruit for Launching Multiple Job Openings from One Deal
- In this implementation, our goal was to provide our staffing agency client a pathway for launching the hiring process for multiple positions at once based on a newly signed proposal.
- To accomplish this, we first created a subform on the CRM Deal to track the positions to be hired, as well as the number of hires required for each role.
- The list of available positions (and default pay rates) are pulled via a list unique to the specific client for that Deal.
- Upon winning the Deal, first the subform data is written into a custom module connected to the Account.
- Then, a Job Opening in Recruit is created for each open position, with the appropriate number of available hires.
- Lastly, as Candidates are hired, and the Job Opening is eventually closed, the CRM is updated with relevant information for ongoing account management.

Zoho Projects & Zoho Sprints Integration via API
- If you have ever wanted to have a Zoho Sprints Project created automatically when creating a Project within Zoho Projects via a Deluge function or API, then this will be for you!
- Until very recently, it was not possible to have a Sprints Project created when creating a Project within Zoho Projects from a template using API despite the “Add template to Zoho Sprints” checkbox being enabled on the template. What you would have needed to do is instead create a Project within Zoho Projects manually and choosing to create it from the template desired.
- We are thrilled to report that Zoho has now added an endpoint to their API to allow for this integration! All that you will need to do now is in your custom function, add the following line to your project creation map.

The best free CRM software in 2024
- Kudos to Zoho for making Zapier’s list this year.

Zenatta Blogs
- What To Do If Your Email Is Blacklisted
  - Hopefully, this never happens to any of you. Here is a quick read on how to prevent it and what to do if it does happen to you.

Adding Fields to Multiple Modules In Zoho CRM
- In this week’s tip, Landon demonstrates two quick and easy methods to add fields across multiple modules within Zoho CRM.

Monday Quiz: What happens to existing users when a conditional assignment is deleted in Zoho One?
Wednesday Quiz: In Zoho Bookings, which booking page allows the requester to select a service, while for others, the service must be predefined?