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The CRM Zen Show Episode 295 – What’s App, Doc?

Zoho News

Implementation of the Week

  • CRM Record Creation via Custom Button in Emails Related List
    • In this implementation, our goal was to provide our client with an easy way to convert an email sent by a client into a work item within their CRM system
    • Luckily, Zoho CRM allows us to create custom buttons that run functions against specific emails connected to a record
    • In this case, we added a custom button that runs for an individual email, that can use information about that email to create a CRM record
    • For example, we use the Subject of the email as the record name and can query the Contact that originally sent the Email to link the new CRM record back to that Contact, as well as the related Account

Code Share of the Week

  • Search Zoho Sign Documents
    • Zoho Sign lets you list documents, but the API documentation does not explicitly state that you can search. However, the intrepid  and  found a “search_columns” parameter in the sample input data on the API page. 
    • After some testing, we can confirm that you can input a search parameter in Zoho Sign document API calls. However, you are limited to the same fields that you can sort by. 

New On Zenatta

Tips and Tricks

Question of the Week (AZAAZ)

This Week’s Quizzes