The CRM Zen Show Episode 330 – Zoho Projects for Everyone

Zoho News

• PSA – Zoho Writer Mandates DKIM Configuration for Automation Users
  • Most users won’t need to worry about this since emails are rarely sent via Zoho Writer. However, if you do, fixing it is straightforward—just drop in your DKIM configuration.
• Zoho CRM: Categorizing Report Values
  • This feature enables grouping various data buckets into reports, making it easier to analyze and report directly within CRM without relying on analytics tools.
• Zoho Sprints: Enhanced Email Notifications
  • Previously, users received an overwhelming number of notification emails. With this update, you can now customize which notifications you want to receive.
• Zoho SalesIQ: Multi WhatsApp Business Account (WABA) Support Now Available
  • The title says it all—multi-account support for WhatsApp Business is here for SalesIQ!
• Zoho Webinar: New On-Demand Feature
  • You can now pre-record your webinars and make the videos available on demand.
• Zoho Billing: Hosted Payment Page Changes
  • Following the trend of other Zoho apps, Zoho Billing has updated its hosted payment pages this quarter.
• Zoho WorkDrive: TrueSync now supports ARM64-based Windows
  • TrueSync now supports ARM64-based Windows devices, which use mobile chip architecture.
• Zoho Projects: Global Web Tabs
  • You can now have multiple web pages open within Zoho Projects for easier navigation and multitasking.
• Zoho Projects: File Uploading Enhancement iOS
  • You can now switch screens within the app while the file is uploading.
• Zoho Projects: New Zoho EBooks
  • The Projects team is busy creating not one, not two, but three new PDF guides.
    

Implementation of the Week

• Zoho Creator Page Configuration for External Visibility of CRM Data
  • In this implementation, our goal was to create a public-facing page in Zoho that summarizes information from the CRM Deal, and related modules + notes, for sharing to external contractors and clients
  • First, we configured the baseline of the page to be able to filter based on a pass-through Deal ID and displaying the raw data
  • Then, we added in additional API calls to pull Notes data from CRM alongside the normal field data
  • Then, we layered on the HTML/CSS to make the page easy to read and understand (much cleaner than default Creator view)
  • Lastly, we configured email triggers based on specific updates to the CRM Deal that sends this page out to relevant parties to notify them of any changes

Code Share of the Week

• Dynamically Set Email Sender as Record Owner in CRM
  • This week’s code allows you to dynamically send an email template via deluge as the Deal Owner via the “Send Mail” CRM API endpoint. This code will look through the list of verified senders through the “List of Allowed “from” Addresses” API endpoint and send as the Deal Owner if they are in that list. If the Owner is not an allowed sender, the Email will be sent from the Admin user in CRM.

New On Zenatta

• Zenatta Blogs
  • WordPress & Zoho – How to Integrate & Setup Key Apps
    • In case you missed it, this month’s webinar covered how to integrate and set up key Zoho applications with WordPress.

Tips and Tricks

• Automate Document Generation with Conditional Formatting in Zoho Writer
  • This week, Josh demonstrates how to automate proposal creation in Zoho Writer. Using conditional formatting, you can generate personalized, dynamic proposals directly from your Zoho CRM data.

This Week’s Quizzes

• Monday Quiz: How do you create Open Shifts in Zoho Workerly?
• Wednesday Quiz: Which of the following enhancements in Zoho Invoice improves the payment process for customers?