The CRM Zen Show Episode 235 – We Have More WordPressing Issues To Discuss

Zoho News

• SalesIQ Plugin Update For WordPress Users
  • New process for linking your WordPress site to SalesIQ! This only affects new connections.
• [Early Access] Team Pipelines Introduces Connected Pipelines
  • Bigin getting another update to connect the new Team Pipelines.
• USB Token & PFX File-Based Document Signing In Zoho Sign
  • Certify that the correct person is signing your documents with this new verification method.
• New Report Filtering Feature For Zoho CRM
  • You can now set up a filter that references more than one field in CRM reports! We highly recommend checking this out for referential reporting.
• Tags Now Supported In Projects iOS App
  • Tags were released recently and now are available to access on the iOS mobile app.

Implementation of the Week

• Client Portal Brand Color Management via Zoho Creator
  • We oftentimes help our clients build portals to interact with their client base via Zoho Creator
  • To accomplish this, custom fields were added for each customer to store the hex codes of their primary, secondary, and font colors
  • Then, on any custom page in the Creator portal, we can call a function when a user accesses the page to pull these values
  • Lastly, we just need to pass those hex-code values to the HTML and CSS that controls page formatting, and we’re able to automatically brand a user’s view of their portal in Creator

Code Share of the Week

• Enable Attachments in Emails and Portal in Inventory/Books
  • A quick but useful code that turns on the ability to add attachments.
• Close CRM Deal if All Books Sales Orders are Closed  
  • If you’re using CRM’s Deals/Potentials but Books/Inventory’s sales orders, it’s not always obvious from the finance suite end when it’s time to mark a CRM deal as closed (especially if you have separate sales and despatch teams).
  • Needs to run on sales order edit action. Assumes connections to Books and CRM named “zbooks” and “zcrm” respectively.

This Week’s Read

• 3 Personalization Trends That Will Change E-Commerce In 2023
  • Artificial intelligence taking center stage, first-party data is tightening up even more, and brand loyalty continues to make an impact on consumer purchases.

New On Zenatta

• Zenatta Blogs
  • 5 Overlooked Zoho Applications
    • Some of our favorite Zoho apps tend to go overlooked! Make sure you aren’t missing out on these super useful apps.

Pick of the Week

• AppMySite.com
  • Converts any website into a native mobile app with push notifications and other customization possibilities. Integrates with WordPress, WooCommerce, Shopify (coming soon), and custom apps.

Tips and Tricks

• Getting Started With Deluge – Editing Data
  • Greg is back with another Deluge tutorial, this time we are editing data!