Zoho News
- Enhancements to Zoho Cliq “Start Call”
- Three new permission settings have been added to direct conversations.
- New – Data Art for Zoho Show
- This new tab allows you to quickly pull data from your spreadsheets and visually display it in a chart or table within Zoho Show.
- Bigin iOS Caller ID
- A major feature addition to Bigin, similar to one in CRM, allows incoming calls from unknown numbers to check if they exist in Bigin.
- New – Zoho Mail eWidget for Bigin
- Additionally, with Bigin, you can now quickly add the user as a contact, create a task, and more directly from the Zoho Mail app.
- Zoho Contracts API Updates
- Three new API calls for Contracts have been added: Transfer Contract Ownership, Clause Overrides key in Creation APIs, and Contract Type Template All Fields.
- Zoho MA WhatsApp Workflow Enhancements
- Introducing Automation and Utility conversations, further enhancing workflows and customer engagement with personalized messages.
Implementation of the Week
- Multiple Shipping Addresses on SOs for Single Books Customer
- Our client has Zoho Books customers set up so that hundreds of different people that place orders on Shopify can be billed under one customer record
- Orders will be sent to many different people and individual company locations, but still billed under the parent customer record
- The goal was to show the shipping address individual to the order instead of the one listed on the parent record in Books
- To do this, we created two custom fields on the Sales Order module (“Company” and “Attention”)
- We have those fields on the Shopify order mapped to those custom fields
- We updated the Sales order template to not show the parent company name and attention field under “Contact Information” where it allows you to adjust address formatting
- We added attention information (option under “Document Details”) and used placeholders for the custom fields to insert them on the document.
- Now every order gets billed to the parent company but is easily shipped to the correct location and is labeled correctly.
Code Share of the Week
- Updating Contact in Zoho Invoice ACH and Communication Preferences
- In this week’s codeshare, we dive into a Zoho Deluge script designed to update the contact persons associated with specific customers in Zoho Invoice.
- The list is created in Analytics using SQL, and we then create a schedule in CRM to run the automation from the table.
New On Zenatta
- Zoho Thrive – Full Product Overview
- If you run an online shop and want to create a loyalty or affiliate program, Zoho Thrive is worth checking out.
- MCAM Northwest, Inc. – Case Study
- Huge shoutout to MCAM NW for this month’s case study. Learn how switching from Solve360 to Zoho was a massive success for them.
Tips and Tricks
- How To Create Alert Messages In Zoho Creator
- In this week’s tip, Josh teaches you how to implement alert messages for validation, confirmation, error handling, and user guidance within your applications. Perfect for developers looking to enhance user experience and ensure data integrity.
