Zoho News
- Zoho Bigin: Enhanced Call Management and Customization
- Two updates in one this week: better categorize your calls with three new sections—purpose, outcome, and reason. Additionally, you can now create more custom fields.
- Zoho Creator: Upcoming Updates December 2024
- We’re excited to try out the Zia Deluge Assistant. Its scripting assistance and optimization features could prove very useful.
- Zoho Sprints: Enhanced User Customization with Layouts
- Fetch additional data immediately when a new employee is onboarded into Zoho Sprints.
- Zoho FSM: Introducing Equipment Management
- Worried about losing expensive equipment? Create an equipment database in FSM to allocate resources to crews and jobs efficiently.
- Zoho Sign: Enhanced Security with Witness Signing
- Need a third-party presence for contract execution? You can now add a ‘Witness’ as an extra user type in your Sign documents.
- Zoho Office: Conversion API
- You can now convert various document formats directly using Office Integrator.
- Zoho Developer Community Digest
- And wrapping up the news, if you’re a developer, be sure to check out this past months Developer Community Digest.
- And wrapping up the news, if you’re a developer, be sure to check out this past months Developer Community Digest.
Implementation of the Week
- Automated File Transfer from Zoho Forms, to CRM, to WorkDrive
- In this implementation, our goal was to set up a process such that a file could be submitted by a client via a Zoho Form, and land in a WorkDrive folder specific to the appropriate CRM for that Form submission
- First, we set up an automation to create WorkDrive folders for each Contact record in the CRM based on a defined folder structure
- Then, we added a file upload field to both the CRM Contact, and the Zoho Form
- We set the File limit for the CRM File Upload field to 5. If it is set to 1 file, this will fail
- Next, we mapped the file upload from the Form to the CRM field, where it adds a new file for each submission
- Lastly, we configured a workflow and Deluge function in CRM that:
- Identifies the most recently uploaded File out of the list of Files in the File Upload field
- Removes all other files
- Renames the newly uploaded file to match the file naming criteria in WorkDrive
- Uploads the file to WorkDrive to overwrite the existing file previously uploaded via this routine
Code Share of the Week
- Understanding File Upload Fields in Zoho CRM Using Deluge
- In this code share, we break down a piece of Deluge script used in Zoho CRM, specifically for handling file attachments in a record. This script is a bit different from regular fields because file uploads in Zoho CRM involve interacting with Zoho’s file storage system. We also explain how file names can be changed, which requires a somewhat involved process.
New On Zenatta
- Zenatta Blogs
- Dropshipping Simplified With Shopify, Printful, & Zoho
- Want company swag? We highly recommend using Shopify and Printful to quickly set up a dropshipping store for your brand.
- Dropshipping Simplified With Shopify, Printful, & Zoho
Tips and Tricks
- NEW! How to Use Queries in Zoho CRM | No Code
- Following up on last week’s tip, this video demonstrates how to use Queries in Zoho CRM.
