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The CRM Zen Show Episode 281 – Stuck On You

Zoho News

Implementation of the Week (MAJOR)

  • Zoho CRM Client Script for Secure Capture + Masking of Private Contact Information
    • In this implementation, our goal was to define a process for immediately encrypting and masking (ex: ***-**-1234) confidential information (ex: SSN) on a Contact record
    • To accomplish this, we primarily leveraged Client Scripts so that the function could trigger before a record is saved (this prevents the un-masked value from showing in the timeline)
    • The process then references a standalone function that runs the encryption immediately for that record
    • The encrypted value is stored in a hidden field on the original record, and the masked version is displayed in the original field of entry

Code Share of the Week

  • The Mystery of Zoho Books Bulk Updates 
    • Our devs have confirmed that they have been able to bulk update Zoho Books records with the following API call.
    • You may notice that there is a parameter called bulk_update set to FALSE. This seems counterintuitive, and it is. Yet it works. Don’t ask us why.

This Week’s Read

New On Zenatta

Tips and Tricks

This Week’s Quizzes