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.
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).
- Zoho Campaigns Getting Started Checklist
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.