Join The Community Sign Up For Club Zenatta

Article Read Time:

3 Min

Stay Connected

The CRM Zen Show Episode 303 – Check Zoself!

Zoho News

Implementation of the Week

  • XML Related List in CRM Custom Locations Module
    • In this build, our client is using a custom module in CRM to track specific Locations where their clients may require product delivery and servicing
    • This client uses FSM and Desk in addition to CRM to manage the majority of their operations
    • While FSM Work Orders and Desk Tickets natively will roll up to the CRM Accounts module, they do not show by default within a custom CRM module
    • To solve for this, and to provide visibility into Work Orders and Tickets specific to a given location, we used a custom XML related list that queries and displays these records each time a user loads the view screen for a specific location
    • This does require that the Work Orders and Tickets store a unique field to link them to the property, but these values are stamped via functions that trigger as part of their standard usage workflows in each app

Code Share of the Week

  • Converting US State Names to State Codes
    • The standard State fields for addresses in Zoho are single-line text fields, which means that users can enter any value they would like. In order to clean up the values in these fields, you might want to run the following bit of code that will convert State Names to their abbreviated two-letter codes instead. One benefit to having a standardized set of State values is for reporting, where “Virginia”, “virginia”, and “VA” would all show up as separate states despite representing the same place.
  • Connect an Open AI Assistant to a Cliq Bot
    • It’s hard to believe that it was only a year ago that the first version of this post was made. To complement this week’s tip, here is the code share as discussed in the video.

New On Zenatta

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.