Zoho News
- Zoho Writer adds Dynamic Watermarks, QR & Bar Codes
- In addition to the above, this update also adds the ability to cleanly format data imported from multi-select fields.
- Zoho Commerce Adds Custom Fields
- The new product field types are – numbers, text, currencies, email IDs, checkboxes, drop-down boxes, multi-select options, and auto-generating numbers.
- Zoho Mail – Offline Mode
- A much-needed update has arrived.
- Zoho Sign Q4 Update Roundup
- A round-up of Zoho Sign’s 24 active integrations
- Including 15 Zoho Applications.
- Zoho One – New Work Locations Feature
- Zoho One adds the ability to manage office locations.
- You can see the dedicated section for work locations in your admin panel’s Organization tab.
- Bahrain Is The Frontrunner for Zoho’s First Regional Data Center
- Another Regional Data Center is coming soon
- Sridhar Vembu talks Zoho Growth and Enterprise Adoption
- The US is now less than 50% of Zoho Customers.
- Enterprise sales on the rise.
Notable Mobile Updates
- Zoho Cliq’s Logo Updated (Mobile and Desktop)
Implementation of the Week
- Customer First Orders Reporting built in Zoho Analytics
- SQL table to join data from Zoho CRM (Deals/Accounts) and Zoho Finance (Invoices)
- Analytics report showing the customer who placed their first order in a given timeframe, along with contextual information about the sale, and the items sold to that customer
Things We Noticed
- This message is appearing on pretty much EVERY CRM set-up page. But in many cases, there is nothing to update. It is most likely a plugin. (Try to Update.) If you haven’t added any custom deluge functions, you can ignore this.
- Attention: Usage of deprecated V1 API found
- Your organization is still using the deprecated V1 API and it will stop working from Jan 1, 2020. Read More
This Weeks Reads
- Butterball: a study in customer service, experience, and success – CustomerThink – By Paul Selby from ServiceNow
- A timely article on customer service.
- Zenatta Blogs
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- 3 Common CRM Problems That Hold You Back [+ How to Fix Them]
- Your sales team needs a CRM that supports them with the right data in the right place.
- Connecting Zoho CRM with Facebook and Twitter For Social Media Marketing
- A step by step guide.
- 3 Common CRM Problems That Hold You Back [+ How to Fix Them]
Application / Plug-In of the Week
- Zoho Notebook for Cliq
- Use “/notebook” Slash Command(s) in your chat window to get things done quickly.
- Get notified by “@Zoho Notebook” Bot(s) and stay in tune with everything.
- Perform “Add to Notebook” action(s) on your messages anytime.
Tips and Tricks
- Zoho Creator – How to auto-populate values in a subform
- Nothing new here. But a nice tutorial from the Zoho’s Sejal Dattani.