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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

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.