The CRM Zen Show – Episode 67 – Intelligence Required

Zoho News

Notable Mobile Updates

Implementation of the Week

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  • Inventory Management Report in Zoho Analytics
    • Using new Inventory – Analytics Integration
    • Presents viewer with SKUs, stock on hand, unit sales in the last month, and the monthly unit sales average (year to date)
    • It provides a valuable tool for forecasting inventory usage and ordering requirements.
    • Reach out to Tyler at if you would like more information.

Things We Noticed and The Bug Report

  • Subform Limits – 100 Rows
    • Probably not going to be a big deal.  But something to be aware of. 
    • You can have two SubForms per module.
    • Each Subform can only have 100 records. 

This Weeks Reads

Application / Plug-In of the Week

  • Cross Module Updater for Zoho CRM
    • This extension creates a field called “Account Type” in the Contacts module. Every time an “Account Type” under Accounts gets updated, the extension updates the field “Account Type” in all the contacts related to that account. This extension also works when a new contact is created and associated with an account, and when a contact is edited and associated with an account.
    • Developer Website – Mobix
    • Twitter – @MOBIXGROUP

Tips and Tricks


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


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.