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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