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The CRM Zen Show – Episode 84 – Zoholics Anonymous

Zoho News

Notable Mobile Updates

  • WorkDrive Mobile Updates
    • A bunch of updates for both Android and iOS in this release.
  • Zoho People iOS Update
    • Call Directory Integration.  View the caller’s info inside Zoho People Application.
    • WhatsApp Integration

Implementation of the Week

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  • Backorder Reporting in Zoho Analytics
    • Utilizes Zoho Inventory – Zoho Analytics connector
    • SQL Table to calculate current stock on hand, current open sales order quantities, and current open purchase order quantities
    • Summary table of items, filtered to those with where open sales order quantity is greater than current stock on hand
    • Provides a single view to see all items that are back-ordered, categorized by the vendor
    • Open purchase order quantity highlights items where the new purchase is not necessary

Things We Noticed

  • Stacked/joined filters in Zoho Analytics dashboards

This Weeks Reads

Application / Plug-In of the Week

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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