Zoho News
- Zoho Adds the Ability to Create Custom Permissions for Extensions
- Custom permissions are a new type of permission that you can provide in the extensions you develop.
- Zoho Booking now includes a free version of Zoho Meeting
- It is available in all pricing plans including the Free plan until July 1st
- Zoho Social Now Has Facebook Reviews
- The feature adds the Facebook Reviews column to your Monitor tab
- Zoho CRM Security Profile Increase
- The number of roles in the professional edition has been increased from 10 to 25.
- Zoho SalesIQ for Apple TV
- No post is up on this. But an email went out. Looks like this could be the replacement for Motivator?
- The Zoho People April Newsletter is now Online
- Here is a sneak peek at some new features.
- Track the on boarding actions of your candidates
- Create assessments in LMS
- Design learning plans based on certain goals
- Here is a sneak peek at some new features.
- Zoho Webinar: What HR should be doing during this pandemic
- With Guest Speaker Nick Holley.
- This will be an interactive session where Nick will answer questions, every 10 minutes during the webinar.
- With Guest Speaker Nick Holley.
- Zenatta Webinar: Zoho Analytics – Overview and Best Practices
- We will cover Tips and Best Practices used by the Zenatta team when setting-up and implementing Zoho Analytics.
Implementation of the Week
- Automated Event creation via Zoho CRM Deals with email invites to all related Contacts
- Can be trigger via a workflow, custom button, or blueprint
- Reads Contact Roles related list in Deals module
- Adds all Contacts in Contact Roles as participants
- Triggers email notifications with a calendar invite to each participant automatically via script
Things We Noticed
- Zoho Flow now has a system-defined variable for the current date
- Minor update, but very nice to have for heavy Flow users
- Zoho Sign Changes Review and Sign Process
- It is now much easier to review the document prior to signing.
This Weeks Reads
- “Your foolproof plan to master team collaboration in 2020”, Zoho Blog – By Manasa M
- Nice use cases for Zoho Cliq to Drive Remote Team Collaboration
- Will a cloud-based rural revival be jump-started by today’s remote work surge? – Diginomica – By Sridhar Vembu, CEO Zoho
Zenatta Blogs
- Transitioning to Remote Customer Service With Zoho Assist
New Zenatta YouTube Videos
- Automatic generation of Invoices and Packages on the creation of a Sales Order using Zoho Flow
- Setting up the Twilio SMS Extension for Zoho CRM
New Resource Guides
- Zoho Creator Quick Start Guide
- Intro to Deluge Workflows
Application / Plug-In of the Week
- Zoom
- The best there is when it comes to remote conferencing.
Tips and Tricks
- Zoho CRM Automation 101: Workflows
- Check out this video on how to set up some basic workflows for your organization. Never let any task fall through the cracks again.