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The CRM Zen Show Episode 277 – Cliq, Cliq, Zoom!

Zoho News

Implementation of the Week

  • Filtering Product Selections in Zoho CRM using Field Data
    • In this implementation, our goal was to filter the Products available for selection by users when working Leads
    • To accomplish this, we first defined the fields on the Leads module that were relevant for Product selection
    • Then, we implemented a client script that references these fields to filter which Products are available in the lookup field on the Lead
    • The outcome is that, as a user fills out the relevant data on the Lead (or, it is filled in via a form), Products are disqualified from selection to make it easier for them to pick the appropriate Product for that Lead

Code Share of the Week

  • Zoho Desk Metadata Template for Deluge Functions
    • When writing a deluge function for Zoho Desk, odds are you are going to need to reference some common metadata information such as Organization ID, Department ID, and Agent ID. This snippet gets all that information and puts it into a map variable called “metadata” that you can now easily reference later in your script.
    • It groups organizations by portal name, departments by department name, and agents by email. 

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Building Your Own GPT
      • Our team started experimenting with the new GPT to build your own.  We walk you through how to get started with this very powerful new tool.

Tips and Tricks

This Week’s Quizzes

Wednesday Quiz: In Zoho Writer, how can you revert a chart back into a table after using the ‘Convert Table to Chart’ feature?

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.