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The CRM Zen Show – Episode 96 – Tyler Doesn’t Like It

The CRM Zen Show - Episode 96 - Tyler Doesn’t Like It - CRM Zen Show -  - YouTubeCRMZenShow.website-banner
Zoho News Notable Mobile Updates 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 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