Zoho News
- Zoho One: Zoho Landing Pages Added
- Landing Pages has officially been added to Zoho One. Previously, you had to request access from Zoho.
- Zoho Workplace: Zoho Vault Added
- It’s great to see Vault included in Zoho’s productivity bundle.
- Zoho CRM: Custom Rollup Summary Fields
- A while back, Zoho introduced Rollup Summary Fields, which aggregate data points from a list into a parent record. With the new update, you can now choose a predefined rollup or create a custom rollup, offering much greater flexibility than before.
- Zoho CRM: Free User Licenses Expanded for All Portal User Types
- This update is a double-edged sword. While the 9,000 free contact portals are gone, you now get free access for up to 1,000 leads, vendors, and custom modules. If you need the old model, contact Zoho—they might be able to assist.
- Zoho CRM: Custom Modules now Available for Standard & Professional
- Thank you, Zoho, for extending this feature across the other editions.
- Zoho CRM for Everyone Phased Rollouts
- Admins will be able to decide who in the organization gets this UI update. Additionally, users will have the option to revert to the old UI if needed.
- Zoho Marketing Automation: Profile Stitching
- This is a major update! With Zoho Forms connected to Marketing Automation, you can now perform proper profile stitching, taking audience tracking to the next level.
- OAuth Permission Grant Flow Changes
- A minor PSA: some upcoming changes to the OAuth flow are on the way, but there’s nothing to worry about.
- Zoho TeamInbox: Google Connection Update Required
- If you have a Google email connected to TeamInbox, you’ll need to reconnect it to maintain functionality.
- Zoho Recruit: Fair Evaluations
- This feature ensures that Interview #2 is not influenced by the results of Interview #1. If you prefer not to use this feature, you can leave the evaluations public.
- Zoho Recruit: Hiring Pipeline for Vendor Portal
- The title says it all—you can now share the Hiring Pipeline with vendors.
- Zoho Desk: Unveils Zia GenAI
- Zia GenAI leverages ticket responses, comments, your knowledge base, and database resolutions to assist with ticket handling. Currently in early access; fill out this form to request access.
- Zoho Inventory: Batch Tracking Entries
- Several updates have been made to batch tracking. You can now restock directly through bills, and quantities can be updated when sold items are returned.
- New Zoho Finance Developer Community
- Starting in 2025, check out Zoho’s newest developer community: the Zoho Finance Developer Community!
- Year in Reviews
Code Share of the Week
- Dynamically Map Fields to New Record
- This week’s code share demonstrates how to dynamically map fields to a new record, only mapping fields that are not empty. This approach minimizes the lines of code needed while ensuring that only non-empty values are mapped.
New On Zenatta
- Zenatta Blogs
- Zoho CX Suite – Putting The Customer Experience First
- Brett traveled to India this past week to attend the Zoho Partner Summit in Chennai. We were honoured to receive “Partner of the Year 2024 – USA” and “Global Partner of the Year for Zoho CX Suite 2024.”
- Zoho CX Suite – Putting The Customer Experience First
Tips and Tricks
- Zoho AI (Zia) LLM for Zoho CRM with Smart Prompts
- This week’s tip breaks down Zia LLM’s capabilities, compares it to ChatGPT, and shows you how to activate and start using this powerful AI tool.
Question of the Week (AZAAZ)
- “Perfect World” Phone and SMS setup
- A small resurgence in the comment section of an old question on Club Z from Sept ’23. It is related to being able to send/receive SMS from the ZDesk interface but not have each text create a ticket.
- This is our initial response on an AZAAZ vid to the first Q