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The CRM Zen Show – Episode 84 – Zoholics Anonymous

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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

  • 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