Zoho News
- Gmail & Yahoo Policy Updates & Email Authentication Requirements
- Both companies are tightening up their security, you will need to configure your SPF/DMARC if you haven’t yet.
- CRM/Bigin News
- Cadences Studio [Early Access]
- Great new feature add, this isn’t going to replace your marketing emails, but excellent for those follow-up sales emails.
- Request Early Access
- Zoho CRM CPQ Enhancements
- Custom sub-forms and custom modules are now supported.
- Zoho CRM currency management enhancements
- If you are using a trial edition, you can now manage your currencies.
- Bigin Dashboard enhancements
- Some very slick dynamic windows now pop out when interacting with your reports.
- Cadences Studio [Early Access]
- Other Application News:
- Zoho Analytics January’24 Updates
- Nothing major this month, just some minor enhancements to user filters and OpenAI.
- Zoho Writer new customized character styles feature
- Similar to choosing H1/H2/H3, you can now set your own preset character styles.
- Zoho Assist Geo Insights
- Zoho Analytics January’24 Updates
Implementation of the Week
- Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM
- In this implementation, our goal was to provide a dataset accessible for a 3rd party call center, with a transfer mechanism for that call center to transfer data to our client’s employees in CRM
- First, we created a Zoho Analytics report that displays all of the Active Customers that should be transferred to our client
- In that Analytics report, we include a custom URL field that opens a pre-filled Zoho Form that the call center can use to transfer the call
- Upon submission of this Form, the data is routed through Zoho Flow to create a CRM “Request” record connected to the appropriate Customer, and containing all of the data gathered by the call center
Code Share of the Week
- Quickbooks Customers Query
- This function provides guidance on how to effectively retrieve customer data within QuickBooks Online through the use of SQL-like queries, empowering you to harness the power of structured query language to extract and analyze customer information tailored to your specific needs.
This Week’s Read
- How to bridge the gap between marketing and sales with automation
- Communication is key. Zapier does a great job of highlighting key data streams that should flow back and forth between your sales & marketing teams.
New On Zenatta
- Zenatta Blogs
- Building Customized Business Solutions with Zoho Creator
- If you’ve never checked out Zoho Creator, this article is a great place to start.
- Building Customized Business Solutions with Zoho Creator
Tips and Tricks
- Creating Accurate 1099 Reports in Zoho Books
- It’s that time of year again. In this week’s tip, John walks you through creating 1099 reports in Zoho Books.