Zoho News
- Zoho Finance Suite Updates for March and April
- Zoho Inventory
- Reporting Tags, Desk Integration, Customer Credit Limit & More
- Zoho Books
- This is a big update, adding a much needed Vendor Portal
- Enhancements to the invoice details page
- Customize layout and print reports and much more
- Zoho Invoice
- A lot of the same updates from books and you can now create items with identical names
- Zoho Inventory
- New Zoho Show Templates Released
- All the new templates include slide layouts, background styles, and slide effects.
- Zoho Sheets Print Enhancements
- Some VERY nice improvements for printing out a spreadsheet.
- Zoho WorkDrive Search Improvements
- You can now search all documents and images with the new Optical Character Recognition and Object Detection in Search
- Zoho Desk now integrates with Slack
- So if you use these two applications your life just got a little better.
- 7 New Marketplace extensions for Zoho Mail
- Amazon Alexa’s support is now available. Can Cortana be far behind?
- Zoho Backstage Updates
- You can now create an online event from scratch or convert an onsite event into an online one.
- Zoho Recruit now supports Multiple Call pop-up
- Let’s hope this rolls out to CRM and Desk ASAP
- Zoho donates $3.25m to fight COVID-19
- They also have restarted their kitchens, which were used to serve the employees, to distribute 1K meals a day in southern Chennai, and will be extending it to 5000 meals a day in Chennai, Tenkasi, and Renigunta.
Implementation of the Week
- Automatic generation of Invoices (Books) and Packages (Inventory) on the creation of a Sales Order using Zoho Flow
- Sales Orders often aren’t necessary for sales flow but are necessary for using the Packages/Shipments functionality of Zoho Inventory
- This automation automatically creates an Invoice and a Package on the conversion of an Estimate to a Sales Order
- Package creation can notify the fulfillment team and gets added to Package/Shipment kanban board in Books/Inventory
- The invoice can be automatically sent to the client or held as a draft for review before delivery
- Here is a quick video of the Implementation of the Week
Things We Noticed
- Amazon Fulfilled By Amazon (FBA) integration with Inventory
- Plugs in on top of existing Amazon integration
- Allows you to define items as FBA in Inventory
- Syncs data between Amazon and Zoho Inventory to record sales
- Deprecates stock at Amazon warehouse as sales are made.
- Google Shopping Integration (Beta) with Inventory
- Post product listings directly to Google Shopping through the Google Merchant Center
This Weeks Reads
- HubSpot’s: Everything You Need to Know About Remote Work
- A collection of 19 articles on working remotely from beginner to expert.
- A collection of 19 articles on working remotely from beginner to expert.
- Zenatta Blogs
- New Zenatta YouTube Videos
- New Resource Guides
Application / Plug-In of the Week
- Twilio SMS Extension for Zoho CRM
- Look no further. We have finally found the SMS for Zoho CRM application we all have been looking for.
- Send SMS messages using Twilio from an iMessage style interface
- Send templated SMS messages to leads and contacts
- Receive customer SMS replies to your Twilio number
- Send automated SMS messages via workflows
- Here is the link to the Detailed user Guide
- Here is a quick video overview
- Look no further. We have finally found the SMS for Zoho CRM application we all have been looking for.
Tips and Tricks
- Setting up the Twilio SMS Extension for Zoho CRM
- Bonus Tip of the Week
- Zoho Tip We Like: Update Zoho CRM records using form responses
- This is something we get asked about quite often and is extremely useful for keeping records up to date in your CRM.
- Zoho Tip We Like: Update Zoho CRM records using form responses
