Zoho News
- New Application – Zoho Practice
- Practice makes perfect. New application for accounting firms to load clients’ files, reports, ledgers, balance sheets, etc.
- Developer Portal for Zoho Finance Applications
- This update creates the ability to build extensions.
- Marketing Plus Introduces Budget Board
- Looks like this is built into the brand studio feature. It’s a great addition to the bundle, but it appears to be available only to Marketing Plus users.
- Zoho Creator Is Now A Source For Writer Merge Templates
- You could always do document generation within Creator, but they have now added similar functionality to what you have within CRM for Merge templates.
- Zoho Writer Mail Merge Enhancements
- This enhancement adds the ability to create better versions of tabular data.
- Zoho Writer Conditional Signers
- Now, when you setup a signer field in a writer document, you can make it so more than one person can sign for a particular field depending on the parameters you set.
- SalesIQ File Attachment Enhancements
- More of a PSA, they have added white-listed and black-listed file types that can or can’t be shared through SalesIQ chat.
- Zoho Social Updates around X & New Canada Data Center
- You can no longer post location tagging through API. Additionally, Zoho launched two more data centers in Montreal and Toronto.
- Zoho CRM Email Relay Now Support OAuth
- This essential sidesteps using Zoho’s mail servers completely.
- Zoho CRM Setup Page Revamp In Dec
- A handful of minor changes to the settings tab, moving various elements around.
- Bigin Android app update v1.6.8 introduces deep linking
- Create a link within Bigin to take you directly to a specific part of the app.
- COBRA NEWS
- It’s been over a year, but Cobra News is back!
- It’s been over a year, but Cobra News is back!
Implementation of the Week
- Business Email Generator for Contractor Onboarding in Zoho CRM
- In this implementation, our goal was to set up a workflow + automation to automatically generate unique business emails for our client, who regularly onboards new contractors to be managed via CRM
- To accomplish this, we added a custom field to the Contact record to store this work email value
- Then, we wrote a workflow triggered function that runs the following logic…
- First, the function creates its first attempt at a unique work email, using the first name initial + full last name
- It uses this value to search the CRM to confirm that no other Contractors have this email address on file
- If there is a match, it will try full first name + last name initial, then it will try full first name + full last name
- If all three of those are already in use, it will use the first name initial + full last name + an incrementing numerical value
- Once confirmed to be unique, it will store this value on the CRM record, and send it via API to our client’s platform for activating this email account
Code Share of the Week
- Execute a List in Reverse Order
- We recently had a use case for a related list that we wanted to run code on but in the reverse order in which it was pulled via API.
- This snippet uses a simple trick of calculating an inverse index by subtracting a counting variable from the list’s size.
This Week’s Read
- How to Train Your ChatGPT — A Marketer’s Guide
- A nice writeup from the HubSpot team sharing some tips, advantages, and limitations of using ChatGPT for marketing.
New On Zenatta
- Zenatta Blogs
- Zoho Mail Full Product Overview
- In case you missed it, last week, Brett & Tyler did our monthly webinar on Zoho Mail. Here is the full video tutorial, along with a writeup.
- Zoho Mail Full Product Overview
Tips and Tricks
- Quick Actions for Calls in Zoho CRM
- In this quick tutorial, we demonstrate how to efficiently log activities or tasks directly from a call using the Zoho CRM dialer feature.
This Week’s Quizzes
Wednesday Quiz: What is the maximum limit for email forwarding in Zoho Mail?