Article Read Time:

3 Min

Search

Subcribe :

Train Your Team:

Our Extensions:

Join For FREE:

The CRM Zen Show Episode 371 – It’s a Sign… Zoho’s Got AI for That

Zoho News

Code Share of the Week

  • Check for After-Hours and Weekend Activity Using Time Logic in Deluge
    • A reusable function checks the hour, minute, and weekday from a datetime to decide whether to proceed with notifications. Use it to block texts or invoices after business hours, then queue for the next valid window. Drop it before your main action and exit early if outside your defined schedule. Simple, effective, and easy to adapt for any module that triggers after-hours events.

This Week’s Blog

  • Zoho CRM For Everyone Connected Workflows Guide
    • A step-by-step walkthrough of Connected Workflows that links actions across modules from a single flow-style UI. Great for simple cross-module processes like creating related records and updating stages, with more power expected as features expand.

Tips and Tricks

Question of the Week (AZAAZ)

  • How do you create a workflow on a related-list record unassignment event?
    • Trigger on the child record when the lookup becomes empty, but first store the parent ID in a separate field so your Deluge can still reference and update the parent after unassignment. For high-volume cases, replace manual unassignments with a small kiosk or custom action that both disassociates and runs your update logic.

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.

.

.