Zoho News
- Introducing Zoho Learn 2.0
- Some excellent enhancements for Learn in its first major update since launch, including SCORM compliance, departmental organization, article improvements, and more.
- Zoho Social to Discontinue Facebook Groups Support Due to API Changes
- It seems like most of the major social platforms have been gutting pieces of their API, limiting some core use features recently.
- Zoho Bookings Introduces Appointment Title Customization
- Now, in the preferences section, you can set default title variables.
- Zoho CRM & Google Chat Integration
- For those who use Google Chat, this integration is a game changer now that you can utilize workflows.
- Zoho Campaigns Adds WooCommerce Integration with Guest Checkout Data Sync
- This update allows you to market to your WooCommerce “check out as guests” customers.
- New Assessment-based filters for Zoho Recruit
- Now, you can quickly filter out candidates who do not meet your baseline hiring criteria.
- Zoho Sprints iOS v(1.2.19) New Checklist Feature
- Introducing a Checklist feature to enhance task tracking, flexibility, and organization in project management.
- Zoho Sprints iOS (v1.2.19) Enhances Mobile App Functionality
- This update adds support for MDM Conditional Access, item type modification, enhanced note management, and the ability to delete comment attachments
- Zoho Sprints Android (v1.2.10) Enhances Collaboration and Workflow Management
- Users can now follow work items without assignment and convert subitems into parent items.
- Zoho CRM February’24 Community Digest
- In case you missed it, here is everything that happened in the world of Zoho CRM in February.
- Zoho Social March’24 Updates
- You can now manage LinkedIn company page sites and publish longer videos on Zoho Social.
Implementation of the Week
- Automated Enablement of Customer Bank Payments in Zoho Books
- In this implementation, our goal was to automate the activation of Bank payments for customers in Zoho Books
- By default, bank payments are not enabled for Customers. But as a general rule of thumb, if a client has ACH enabled (via Stripe) for their Invoices, it is preferable for a client to pay via ACH rather than credit card
- In this particular instance, most Zoho Books Customers are created via the CRM integration. This is important to note because Customers created this way do not trigger ZBooks workflows.
- To solve for this, we added a SQL table in Zoho Analytics that shows any Customers without bank payments enabled
- Lastly, we added a scheduled function that checks this list every 3 hours, and activates bank payments for all listed Customers
Code Share of the Week
- Generating API Credentials for Zoho to use in a 3rd Party App
- You may have a webmaster who wants to write code on your wordpress site that needs to make calls to your Zoho account. This could include pulling product information from Zoho Inventory, or Account information for a customer portal. In that case, your webmaster will need credentials generated by you to make API calls. This codeshare walks you through exactly how to do all of this.
New On Zenatta
- Zenatta Blogs
- MADE Apparel Services – Case Study
- Huge shoutout to Heather over at MADE Apparel Services for this month’s case study.
- Zoho Projects, Zoho Sprints, and Zoho Tables: Choosing the Right Tool for Your Project Management Needs
- As we always say, at the end of the day, it is whatever project management tool works best for you.
- MADE Apparel Services – Case Study
Tips and Tricks
- Customer Portals in Zoho Creator (Beginner’s Tutorial)
- In this week’s tip, Josh walks you through the ins and outs of setting up and managing a customer portal in Zoho Creator.
Question of the Week (AZAAZ)
- Zoho CRM Subforms Vs Related Lists – Which to choose?
- We’ve revamped AZAAZ! In this week’s answer, Greg delves into what would be the best solution for a user trying to decide between Subforms or Related Lists in Zoho CRM.