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The CRM Zen Show Episode 376 – Vani and the Collaborators of the Lost Charts

Zoho News

  • *New* Zoho Vani: Intelligent Visual Collaboration Platform
    • Zoho officially launches Vani, a new app for visual collaboration and diagramming.  It includes AI-assisted flowchart creation, real-time co-editing, and more, all at roughly half the price of Lucidchart.
  • Zoho SalesIQ: AI-Powered Chat Routing with Sentiment, Intent & Topic Filters
    • SalesIQ now uses Zia to route chats based on user intent, sentiment, and topic, ensuring smarter handoffs and fewer misrouted conversations.
  • Zoho Books: October 2025 Updates
    • Admins can now temporarily raise API limits during high-traffic periods, customize PDF file names with placeholders, and use new built-in web forms for data capture.
  • Zoho Invoice: Q3 Updates
    • Includes the new Singapore Edition, WhatsApp invoice sharing, GST 2.0 compliance tools, PayNow payments via Stripe, item scanning, and customizable PDF file names.
  • Bigin: Q3 Updates
    • Highlights include WhatsApp message automation, enhanced booking pages with Zoom and Zoho Meeting integration, Apple OS 26–ready design improvements, Apple Watch support, and upgraded telephony on iOS and iPadOS.
  • Zoho Desk: Q2 2025 Updates
    • This quarterly update introduces generative AI tools like the Resolution Agent and Knowledge Base Drafting, plus expanded admin controls and ASAP widget enhancements.
  • Zoho Sprints: Q3 Updates
    • Adds project budgeting and expense tracking, advanced tag and cluster tag management, regex validation for custom fields, OKR cloning and import, expanded rollup options, and new global view enhancements.
  • Zoho Trident: Windows v1.32.5.0 Updates
    • Adds the ability to save emails as EML or HTML files, view EML attachments across modules, show or hide specific calendars, and restore deleted tasks from Trash.
  • Zoho Trident: macOS 1.26.0
    • Introduces Zoho Vault eWidget integration for password management, options to save emails as EML or HTML files, and new alerts for emails containing suspicious URLs.
  • Zoho Recruit: Resume Harvester Enhancements
    • Now launch sourcing directly from job openings, bulk suspend auto searches, preview candidate profiles with Quick View, and access all supported job boards from a unified interface.
  • Zoho Backstage: September 2025 Updates
    • Focuses on improved performance and stability, introduces predefined South Africa VAT tax rules for events, a full-page interactive floor plan, and a new Date & Time form field for more flexible scheduling.
  • Zoho CRM: August 2025 Community Digest
    • Highlights new connected records and workflows, timeline visibility by profile, and community-sourced Deluge scripts for everyday CRM automation.

Code Share of the Week

  • PSA: Hidden Gotcha in Zoho CRM Field Validation Functions
    • When writing custom field validation, remember that every value retrieved with entityMap.get() comes through as text, even numbers, currencies, or dates. This can cause comparison logic to fail silently and display only the unhelpful “Oops! Something went wrong” message. The solution is to explicitly convert your field types before running checks. It is a small but critical step that can save hours of debugging when your validation logic does not behave as expected.

This Week’s Blog

  • Prometis Partners – Case Study
    • Shoutout to Vincent and his team at Prometis Partners! Learn how we worked together to streamline their succession planning process with custom CRM workflows, analytics, and WorkDrive integration.

Tips and Tricks

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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