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The CRM Zen Show Episode 291 – Deskperate Times Call for Deskperate Measures

Zoho News

Implementation of the Week

  • Custom XML Related List in Accounts Module to Show All Tasks from Child Records
    • In this implementation, our goal was to create a custom list of all Tasks related to child records of an Account, visible from the master Account view
    • In the CRM, Tasks will “roll-up” for default modules like Contacts and Deals, but not for custom modules
    • Using a XML, we are able to create our own related lists on the Account that pull data based on custom scripted logic
    • So, to solve for this use-case, we added a custom list that would query all of the child-records of the Account, and roll-up + display those Tasks combined at an Account level
    • We can include any information about the Tasks that we would like, including the specific module and/or module entry they are related to

Code Share of the Week

New On Zenatta

  • Zenatta Blogs
    • Zoho Recruit Full Product Overview
      • In case you missed it, last week was our monthly webinar on Zoho Recruit.  Greg takes you through everything you need to know to get started with Zoho Recruit.

Tips and Tricks

Question of the Week (AZAAZ)

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.