The CRM Zen Show – Episode 69 – A Sublime Subform Script

Zoho News

  • “…your customers can easily accept estimates by digitally signing them through the Client Portal. The signed estimate will then instantly reflect in your Zoho Books account so that you can invoice it.”
  • We highly recommend you use https://www.zohoapis.com as the domain instead of crm.zoho.com, to reap the full benefits of the v2 APIs. 
  • Ensure that you specify your domain based on the data center your account is in. For example, if your account is in the EU data center, then your API URL must be https://www.zohoapis.eu.

Notable Mobile Updates

Implementation of the Week

crm health checks
  • Termed payment calculator in Zoho CRM
    • Fields in the Deal for the total payment amount, count of payments, cadence between payments
    • Script triggered on button click in the Deal
    • Subform entries written for each payment, the last line is remainder of the total payment amount
    • Mail merge document created with subform, and send to the customer for digital signature through Zoho Sign
    • Contact tyler@zenatta.com for more information

Things We Noticed and The Bug Report

  • Update Your Zoho Extensions 
  • Group Calls in Cliq

This Weeks Reads

Application / Plug-In of the Week

Tips and Tricks

Billy

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

Developer

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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