The CRM Zen Show Episode 281 – Stuck On You

Zoho News

• New Zoho Notebook Sticky Notes Extension
  • If you love sticky notes, you’ll love this extension.
• Bigin API Postman Collection
  • Postman is probably one of the most popular tools to test API connections.  This collection gives you an easy way to download all the endpoints for Postman.
• Zoho Developer Community Digest
  • More resources, events, and group discussions in this month’s community digest.
• Zoho Desk Parent-Child Ticketing (Early Access)
  • A great new feature, it essentially allows you to nest similar tickets into one master ticket.
• Zoho Desk iOS (v2.8.3) Update
  • Respond to customer requests that slide into your DMs.
• Zoho Desk is now a WhatsApp Business Service Provider
  • Migrate your favorite phone numbers to one BSP.
• Zia Vision in CRM Enhancements
  • Some really cool OCR technology baked into Zoho CRM that now has a match and detect feature.
• SalesIQ Holiday Themes
  • If you are using SalesIQ, don’t forget to pick a Christmas theme for the holidays.
• New Zoho Books Tax Management Features
  • Six new tax management features were added in this batch of updates.
• Zoho Projects Android App Adds Calendar Module
  • Global calendar functionality was added to the Projects Android mobile app.

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

• Google’s New AI, Gemini, Beats ChatGPT In 30 Of 32 Test Categories
  • If you haven’t tried it yet, we highly recommend giving it a shot over ChatGPT.

New On Zenatta

• Zenatta Blogs
  • Our Team’s Favorite Zoho Updates For 2023
    • We did an internal survey last week asking our team their favorite Zoho updates for 2023, and surprisingly, almost everyone had a different answer.

Tips and Tricks

• Should You Switch To Zoho Marketing Automation 2.0?
  • There isn’t a straightforward answer to this.  Wayne breaks down whether you should or shouldn’t switch in this week’s tip.

This Week’s Quizzes

• Monday Quiz:  How can you add code to the header/footer sections of an individual page in Zoho Sites?
• Wednesday Quiz: Is there an integration between Zoho Analytics and Zoho Creator?