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The CRM Zen Show Episode 342 – Mission Control, Zia AI Agents Have Landed

Zoho News

Code Share of the Week

  • Use Randomized Delays to Prevent Duplicate Records in Zoho Imports
    • When running functions during an import, these functions execute at exactly the same time. If multiple functions search for a record before deciding whether to create or update it, they might all determine that the record does not exist and create duplicate records instead of assigning the imported data correctly.
  • Automate ZPortals Account Updates with Scheduled Zoho CRM Script
    • Club Z Member Code Share! This script automates ZPortals account updates by generating links to analytics reports and files for each account. Since Zoho CRM limits list retrieval to 200 accounts at a time, the script includes logic to process all accounts efficiently.

New On Zenatta

  • Zenatta Blogs

Tips and Tricks

Question of the Week (AZAAZ)

  • Custom Module Icons In CRM
    • Unfortunately, you cannot add custom icons to modules in Zoho CRM at this time, but hopefully, Zoho will introduce this feature in the future.

This Week’s Quizzes

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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