The CRM Zen Show – Episode 91 – We’re Just a Cliq Away

Zoho News

Notable Mobile Updates

  • Zoho Projects: You can now Annotate images and add them as attachments
  • Zoho Expense: Big Improvements to the UI for iPad Users
    • Expand the sidebar
    • Quick Create Button
    • View Rejection Reasons on Status Hover
  • Zoho Cliq:  Big update this week
    • New Home Screen
    • Contextual Chat Actions with @mention
    • Much much more.  Open the App and check it out

Implementation of the Week

  • Defining Contact Roles via Deluge Script in Zoho CRM
    • Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM
    • Reads Contact Roles related list and defines the matching Contact there as “Primary”
    • This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
    • Click Here For The Video Tutorial 

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Sortd.
    • A very nice Gmail Plugin that lets you organize your emails as tasks in a Kanban view
      • Starting at $8 per user per month, this is a very interesting application
      • Here is the link to the Gmail PlugIn

Tips and Tricks


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

Senior Developer

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.