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The CRM Zen Show Episode 294 – Blueprint Desktensions

Zoho News

Implementation of the Week

  • Custom Sync for Notes between CRM and Recruit
    • In this implementation, we’re working with a staffing company that is using CRM and Recruit to manage their sales and hiring processes, respectively
    • They actively used the Notes section in both systems to track ongoing touchpoints and conversations related to the CRM Deal/Recruit Job Opening, and Candidates being considered for those openings
    • In order to ensure there aren’t any missed communications, it was important to this client that a note taken in Recruit would display in the appropriate module of CRM so that all teams have visibility
    • To accomplish this, we first had to build on the CRM/Recruit integration to ensure that ZCRM Deal IDs were stored in Recruit Job Openings when they convert over
    • Then, we used a Zoho Flow (and this Deal ID) to set up automations that will write Notes from one system to the other, immediately triggered upon the saving of a Note record

Code Share of the Week

  • COQL with Special Characters
    • COQL excels at standard queries, but sometimes records contain special characters that throw it off. The special character search functionality solves this by parsing out these characters and searching for each letter or word fragment individually. This unlocks a new level of search precision, ensuring you never miss a record due to unconventional formatting.
    • This functionality replaces all special characters with a comma, then turns the remaining string into a list that is formatted into a list of where clauses.  The final part of the function adds parenthesis at the beginning and end of the where clause so that it can then be effectively formatted as a search query.

New On Zenatta

Tips and Tricks

Question of the Week (AZAAZ)

  • How to Navigate Custom Exceptions Using ‘Throws’ in Zoho Deluge
    • In this week’s response, we delve into a crucial but often overlooked aspect of Zoho’s scripting language, showcasing how to utilize the ‘throws’ function for crafting custom exceptions, thereby enhancing error management and making debugging more efficient.

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.