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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. 

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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.