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The CRM Zen Show – Episode 75 – Finding Balance

Zoho News

Implementation of the Week

  • Bond payout calculator in Zoho CRM custom module
    • Fields filled out in record for a bond term, interest rate, principal investment, purchase date, and maturity date
    • The button is pressed in the record to trigger a Deluge script
    • The script calculates the monthly payout amount, and payout dates and writes a line into a subform for each payment
    • These subform lines can then be marked as “Paid” upon receiving the payout, and are pulled into CRM reports to forecast incoming cash flow

Things We Noticed and The Bug Report

  • Subforms in Zoho Surveys and in Zoho Forms

This Weeks Reads

Application / Plug-In of the Week

  • Momentum for Google Chrome
    • A personal dashboard designed to eliminate distraction and provide inspiration, focus, and productivity.
    • I’m finding this to be a great way to stay focused on projects and tasks.

Tips and Tricks

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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