Zoho News
- Zoho Creator Updates & Announcements
- 9 updates are coming soon, as well as online training in June.
- Zoho Meeting gets a major facelift
- A nice (and much needed) overhaul of the UI, and some new features.
- New Analytics Features
- You can now Disable Dynamic Drill Down, convert a sub-folder to a parent folder, and some filter enhancements were added as well
- Zoho Forms Updates
- Zoho Form adds updated rules for records, a fresh UI, and more
- A very nice update to Zoho Forms when working with Form Rules.
- Create Dynamic Labels, based on form responses.
- This update allows you to insert a response into a Field Label, for example:
- You have a first and last name field. The person fills in their name… Brett Martin for example.
- The next field can then say, “Brett, please give us your phone number.” Etc, etc..
- This update allows you to insert a response into a Field Label, for example:
- Zoho Form adds updated rules for records, a fresh UI, and more
Notable Mobile Updates
- Image Annotation in Zoho Projects Mobile App
- For both Android and iOS, you can now add your annotated images as attachments to Tasks and bugs from within the Zoho Projects mobile app.
Implementation of the Week
- Zoho Project Cost Analysis with Zoho Analytics
- Zoho Projects has a very robust connector to Zoho Analytics
- Custom fields can be added to the Project to track different project budgets
- EX: Materials budget vs Labor budget
- Custom fields can then be added to each Task to track the material and labor costs
- Zoho Analytics can then be used to generate robust tracking and reporting on budget consumption throughout the project lifecycle
Things We Noticed
- Zoho CRM Deluge editor got an update to the UI for defining variables
- And Tyler doesn’t like it…
- Zoho Desk is deprecating the Desk API. We’ve haven’t seen an official announcement, and we’ve only seen this pop-up as a warning from integrations through Zoho Flow. Either way, it’s worth taking a look at any integrations you have with Zoho Desk
This Weeks Reads
- Buyer Journeys vs. Buyer Personas: What Are They (and Why Do I Need Them While Blogging)? – By Blogging Pro
- An in-depth look at the subject. And something every marketer should pay attention to.
- HubSpot has an update on the potential impact of Covid-19 on their client’s deal flow.
- Things are going in the wrong direction.
- Zenatta Blogs
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- Human Resources Management The Smart Way With Zoho People
- How to simplify, accelerate, and strengthen your HR processes, from hiring and onboarding to time tracking and attendance management.
- Webinar Replay: Zoho Desk Overview & Best Practices
- In case you missed it, here is our webinar from last week on Zoho Desk.
- Human Resources Management The Smart Way With Zoho People
New Zenatta YouTube Videos
New Resource Guides
Application / Plug-In of the Week
- Ticket Assignment for Zoho Desk
- A brand new (Released May 26, 2020) Marketplace Extension from Zoho.
- Key Features:
- Assign new incoming tickets to agents who are available online
- Assign tickets to a team irrespective of whether its members are available
- Reassign tickets of offline agents to those who are available online
- See tickets organized by their ownership under three views: My Open Tickets, Other Open Tickets, and Unassigned Tickets
Tips and Tricks
- Zoho Projects – How to import Tasks, Subtasks, and Task Dependencies from an XLS, CVS, or JSON file.
- A nice tip from Zoho that also includes some sample files.
- This can be a big time saver when setting up a project.
