The CRM Zen Show Episode 318 – FSM Hits The Griddy

Zoho News

• Minor Enhancements to Zoho CRM Workflows 
  • Time changes to a workflow now trigger for the existing workflows as well, date formula fields were added, and the record action limits per day have been revised.
• Zoho CRM Community Digest July ‘24
  • Better late than never, here are all the updates and more from July.
• Zoho Projects turns 18
  • Happy birthday, Zoho Projects.
• Zoho Projects adds budget tracking across all modules
  • Previously, it was one or the other. Now, you can track both.
• Zoho FSM Grid View in Dispatch Console
  • You now have a left-to-right calendar broken down by day, with each row showing each person.
• New “Resume Harvester” for Zoho Recruit
  • Describe what you are looking for in a candidate, and Recruit will search for you.  
• New App – Zoho Payments Early Access
  • Zoho is entering the payment platform to compete with others, such as Stripe.
• Zoho Creator 2024 Release Projection 2
  • And wrapping up the news, for all the Creator developers out there, here is a breakdown of the upcoming releases for 2024.
    • Roadmap

Implementation of the Week

• Syncing Assets from Zoho CRM to Desk to allow for Asset-specific Support Tracking
  • In this implementation, our client is providing support services to physical Assets that they have sold and installed for clients
  • These Assets are tracked within the CRM in a custom module, linked up to CRM Account records
  • To accomplish this, we first created a custom Assets module within Desk to match that in CRM
  • Then, we configured a scheduled function that checks for newly created/modified Assets in CRM, and pushes them over to CRM (while linking them with the appropriate Desk customer)
  • Lastly, we just needed to add a look-up to the Desk Ticket such that users can search by serial number and associate specific Assets to Tickets

Code Share of the Week

• Mark Owner Field in CRM Module as Read Only Based in User Profile
  • Under field permission settings, you can set a field as ‘Read Only’ for certain profiles. However, this means the field is read-only at all times. What if you want to make that read-only setting dynamic? Client scripts allow you to set fields as ‘Read-Only’ based on your desired conditions. 
  • Let’s say you’re okay with your salespeople changing the owner of a deal, but only while it’s in the qualification or discovery stage. The snippet below shows how to fetch the user’s profile using the $Crm system variable, the deal stage from the page, then use that value in a conditional statement to set the value of the ‘Owner’ field as read only.

New On Zenatta

• Zenatta Blogs
  • Zoho Campaigns Getting Started Checklist
    • Whether you are managing your marketing yourself, or have a team, you should run through this checklist if using Zoho Campaigns (or Marketing Automation).

Tips and Tricks

• Zoho CRM Sandbox Tutorial
  • In this week’s tip, Tyler walks you through using the Zoho CRM Sandbox to safely make configuration changes without impacting your live data. 

This Week’s Quizzes

• Monday Quiz: What new feature allows you to manage content more effectively on Facebook and LinkedIn posts in Zoho Social?
• Wednesday Quiz: What new feature does the Zoho Desk – Zoho Cliq integration offer for the Activities module?