The CRM Zen Show – Episode 113 – Farm To Desktop

Zoho News

• Zoho Mail IMAP Client Official Release
  • We talked about this last week.  But here is the official announcement.
• Zoho Backstage adds Page-level permissions to event microsites
  • You can now restrict access to pages on your microsite.
• Authtokens will no longer be supported in Deluge. All Zoho integration will support only OAuth authentication.
  • This update will be effective for IN users from September 30th, 2020, EU and CN users from October 30th, 2020, and US users from November 30th, 2020

Notable Mobile Updates

• Bigin for iOS 14 Enhancements and Guide
  • How to set up your phone and iPad to maximize the new interface.

Implementation of the Week

• Zoho Books – Progress Billing from Sales Orders
  • Zoho Books does not have pre-built functionality to run progress billing off of a Sales Order record
    • Ex: Invoice for 50% of the Sales Order amounts
  • Custom field added to Invoice record for “Progress Percentage”
  • When an invoice is saved with this value filled in, a script is triggered to reference the full Sales Order quantity for each line item, and write the proper percentage billed quantities to the matching Invoice line items
  • Partially invoiced quantities are then visible on the Sales Order for future invoicing

This Weeks Reads

• Zoho, the tech company that’s going back to the land – by Phil Wainewright @philww, for DIGINOMICA
  • Zoho has a farm in Austin:
    • “We set up a new department. Just like [we have] sales and marketing, now we have a farming department with a few employees in that group, where we grow healthy, organic food produce. It’s free for all our employees and for them to grow. It’s not mandated for anyone to come to the office, but if they feel lonely and if they want, they can come. Because this is a farm environment, you don’t have the risk of [being in a confined space].”
                          – Chief Evangelist Raju Vegesna
      
      
• The 4 Key Signs Your Marketing and Sales Teams Aren’t Aligned by  Jay Fuchs @Jay_Fewks, for HubSpot
  • The answer, my friend,  is blowing in the wind, or in the CEO’s office.  Just have one person run both departments.

New of Zenatta.com

Zenatta Blogs

• Managing Events from Home with Zoho Backstage

New Resource Guides

• Getting Your Sales Reps to Love CRM
• A Guide to Using Live Chat to Grow Your Business

Application / Plug-In of the Week

• Dark Reader
  • Dark mode for every website.
  • You can adjust brightness, contrast, sepia filter, dark mode, font settings and ignore-list.
  • Dark Reader doesn’t show ads and doesn’t send user’s data anywhere. It is fully open-source https://github.com/darkreader/darkreader

Tips and Tricks

• How to hide the “Submit” button from a form in Zoho Creator
  • In this tip from the Zoho team, they’ll show you how to hide the Submit button while the user is entering data into the form, and then show it On User Input of any field of the form.
    • For example, you can hide the Submit button and have it appear only when all the data required has been input.