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The CRM Zen Show Episode 305 – Distconomics

Zoho News

Implementation of the Week

  • Automated Zoho Project Archiving via Scheduled Functions
    • In this implementation, we’re working with a client that launches unique Projects Templates for various activities they perform for their clients
    • This can result in quite a few projects being created on a regular basis, so archiving them appropriately is important to keep their list views clean
    • To accomplish this, we set up a reference table in Zoho Analytics that displays Projects that are completed (all Tasks completed, no new Tasks created recently), but not archived
    • Then, we set up a scheduled function that references this list of Projects via API
    • Lastly, the function will use the surfaced data from Analytics to archive Projects in batches every 3 hours. This ensures that the client’s Projects environment stays clean and up-to-date

Code Share of the Week

New On Zenatta

  • Zenatta Blogs
    • 10 FREE Marketplace Extensions for Zoho Desk
      • A few weeks back Tyler made a video on our top 10 free Zoho Desk Extensions from the Zoho Marketplace.  This article provides written insight on each one and quick links to view them on the Marketplace.

Tips and Tricks

  • Canvas View Tutorial for Zoho CRM
    • In this week’s tip, Tyler revisits Canvas view (which is great now), providing a full tutorial on how to utilize this Zoho CRM tool.

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.