Zoho News
- Zoho Invoice Q1’24 Updates
- Great job invoice team kicking off the quarter with lots of regional updates, and the Alipay payment method has been added via Stripe.
- Zoho Payroll May’24 Updates
- Bulk offboarding and unit-based custom functions (commissions) features are now available.
- Zoho CRM Email Management Enhancements
- This is exciting: You now have the option to see every email from every email address associated with a Contact when sending emails, not just the primary one.
- Plagiarism Checker for Zoho Writer
- Unsure if your text might be plagiarized? Now you can quickly check within Zoho Writer.
- Initiate Zoho Meetings from Zoho Desk Tickets
- The title says it all: You can now fire off a meeting directly from a ticket in Zoho Desk.
- New Trident for Windows Features (v.1.9.2.0)
- Set your delay intervals for various mail features, and check out the new CRM widget for Trident.
- Zoho Help Center Retires RAuth Authentication Mechanism
- Nothing to worry about here, JWT has been the standard now for some time.
- Zoho Developer Community Digest April’24
- Don’t miss out on upcoming hangouts, developer tips, webinars, and more!
- VAT Summary Table Update for UK & Germany Zoho Books Editions
- And wrapping up the news, in a few weeks, the VAT table will be displayed regardless of currency.
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
- Zenatta Blogs
- Get Started With Zoho CRM’s All-New Kiosk Studio
- We’ve released a lot of content recently on CRM’s new Kiosk Studio. Here’s everything combined into one article to help you get started.
- Get Started With Zoho CRM’s All-New Kiosk Studio
Tips and Tricks
- 10 FREE Marketplace Extensions for Zoho Desk
- In this week’s tip, Tyler shares our favorite Zoho Marketplace extensions for Zoho Desk. And yes, they are all FREE!
Question of the Week (AZAAZ)
- Connect OpenAI Assistant (ChatGPT) with Zoho Cliq
- This week, Greg covers everything from setting up your assistant on OpenAI’s platform to embedding it within Zoho Cliq for dynamic interactions.