Zoho News
- Zoho Contracts Document Download APIs
- You can now store signed contracts in a designated location after completion.
- Zoho CRM Sandbox Enhancements
- This is a major update and a step in the right direction regarding resolving deployment conflicts.
- Zoho Trident for Windows User Experience Updates
- Some nice feature additions including direct file dragging to Mail, template searching in Mail Composer, a Light/Dark mode toggle, and multi-account access for Cliq.
- Introducing Zoho Sites 2.0
- Shoutout to the Sites team for some excellent improvements in version 2.0, though we generally still recommend WordPress as the preferred option.
- Zoho Bug Tracker “Latest” Version
- It is essentially Zoho Projects without Tasks.
- Zoho Bookings Roles and Permissions Updates
- The new Roles and Permissions feature in the Bookings scheduler allows customizable staff access to profiles, booking pages, and customer data, enhancing privacy and security.
- Zoho Payroll Q1’24 Updates
- Eleven new states have been added to beta with twelve fully launched.
- Zoho Writer New DATEDIF Function
- Calculate the difference between dates in days, months, and years.
- Zoho Books Discontinuing Support For Older Browsers
- And if you notice Books is no longer working, it might be time to update your browser.
- And if you notice Books is no longer working, it might be time to update your browser.
Implementation of the Week
- Splitting up CRM Deals with Kiosk Studio
- In this implementation, we’re working with a client that oftentimes sells multiple products/services to a client within one Opportunity
- That being said, occasionally a client may request that one, or multiple, options are left off of their initial engagement with the idea of circling back later
- To this end, our client was looking to build out functionality that would make it easy to add products/services to an existing Opportunity, as well as allowing the user to queue up a future Opportunity for those products/services that are not required right now
- To accomplish this, we implemented a Kiosk flow for the Opportunities module that allows the sales team to search for products/services, select the applicable options, and identify if they should be included now or later for that client
- Then, the Kiosk uses these selections to update the existing Opportunity, create a new one for the future, or both
Code Share of the Week
- Automate CRM Searches with Deluge: A Step-by-Step Guide to Creating a Phone Number Lookup Function in Zoho CRM
- Creating a standalone function in Zoho CRM using Deluge script is a powerful way to automate and customize your CRM processes. This tutorial will guide you through the process of using the provided Deluge script to search for a CRM record based on a phone number, regardless of its format. The script cleans the phone number of non-digit characters, formats it, and performs a search in a specified module.
New On Zenatta
- Zenatta Blogs
- Zoho One and Beyond – An Overview of Every Zoho Application
- If you missed it, last week was our longest webinar to date. We cover every single Zoho application in just over 2 hours.
- Zoho One and Beyond – An Overview of Every Zoho Application
Tips and Tricks
- NEW! Creating Records with Kiosk Studio in Zoho CRM (Advanced Tutorial)
- In this week’s tip, Tyler dives deeper into the advanced features of the new Kiosk Studio in Zoho CRM, demonstrating how to set up a user-friendly kiosk on your CRM homepage to streamline deal entries and improve efficiency and user experience.
Question of the Week (AZAAZ)
- Learn How to Code a Function for Zoho Books!
- Learn how to create a custom workflow in this week’s AZAAZ. Greg shares a clever Zoho automation for dynamically updating item costs based on the latest bi ll entries.