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

Zoho News

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

New On Zenatta

  • Zenatta Blogs

Pick of the Week

    • 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

Billy Bates

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


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.