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Zoho News

 Notable Mobile Updates

Implementation of the Week

  • Custom CRM Music Catalogue Invoicing Solution with Subforms and Deluge
    • Product catalog built-in custom modules
      • Chose custom module over standard Products module due to additional relationships needed
    • Subform created in Deal to lookup Products, pull in additional information from Product record on lookup
    • One-click automation through Zoho Flow to create and send mail merge invoices to an internal team, business manager, and client.

Things We Noticed

  • Zoho Marketplace as a CRM module
  • Zoho Campaigns Set-up Interface has been cleaned up.  A very nice improvement.
    • No official update on this yet. But they should show up HERE.
  • ESET is blocking ALL Zoho Websites
  • Zoho API Warning Some Tips
    • Go To Settings > Developer Space > Functions
      • Hover over Functions that say “Deprecated” to find out the association.  If associated with a Plugin then…
    • Go To Settings > Market Place > All 
      • At the top click on Updates.
        • Hopefully, the plugin that has the deprecated function will have an update.  If not, then you will need to find a workaround.

This Weeks Reads

Application / Plug-In of the Week

  • Client Portal Extension for Zoho CRM
    • This has become our new client-facing portal.  Just a great bit of software.
      • Create a branded customer portal on your WordPress website with single sign-on capabilities for your WordPress users.
      • Single Sign-on capabilities with Woo Commerce
      • Integrate with numerous Zoho apps to create a unified customer portal across Zoho One
      • Use Coupon Code CP-Zenatta to waive the $250 activation fee.


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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