Join The Community Sign Up For Club Zenatta

Article Read Time:

2 Min

Stay Connected

The CRM Zen Show Episode 300 – This is Zenatta!

Zoho News

Implementation of the Week

  • Master Project Costing Reports in Zoho Analytics
    • In this implementation, we were working with a customer that uses Zoho CRM, Projects, and Books to run their full organization
    • The client presented a requirement that they needed to be able to view the total cost of each Project, where cost can be tracked as: time entries, expenses, and journal entries
    • Unfortunately, the native reporting inside of Zoho Projects does not take journal entries into account when calculating the cost (even if those journal entries are associated to the Project)
    • To solve for this, we used Zoho Analytics to create a master Project Costs table combining all relevant data sources
    • Then, we used that data table to create comprehensive Project costing dashboards for various roles 

Code Share of the Week

  • Mastering Task Creation in Zoho CRM with Deluge
    • This week’s code share walks you through step by step on how to create a task with Deluge.  There are some IDs that aren’t as obvious in this process in which Renato walks you through.

New On Zenatta

  • Zenatta Blogs
    • One Place Agents – Case Study
      • Huge shoutout to Jess Rodriguez for this month’s case study. Learn how we implemented Zoho to help their business scale.
    • Tax Compliance Made Easy with Avalara
      • We’ve recently partnered with Avalara. If you’re a client of ours, learn how we can help you save if you choose to use Avalara.  And if you aren’t we’d still be happy to help!

Tips and Tricks

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.