The CRM Zen Show – Episode 42 – GoHo – May 20, 2019

Zoho News

  • Zoho Meeting Updates
    • New dial-in and toll-free numbers
    • Conference details in invitation emails
    • Control over automated webinar emails
  • Zoho Cliq’s new integration with Zoho Projects
    • You can now pull Project Data into Cliq.
  • Zoho Recruit’s Reporting Hierarchy
    • Zoho Recruit now enables you to assign reporting managers to the users in your organization for efficient record accessibility and data sharing.
  • Zoho Books Updates
    • Set Validation Rules for Estimates
    • Exclusive Inbox for Expense Receipts
    • Multiple Values for a Custom Field
    • Import Taxes (For US edition only)
    • Associate Projects to Line Items
  • Updates to CRM History Tracking
    • Great for reporting.  Check out the link for a detailed how-to.
  • Voice and Video chat in Zoho Assist Coming Soon
    • No link for this, but it will be a great addition to Zoho Assist.

NON-Zoho News

This Weeks Read

Plug-In of the Week

Tips and Tricks


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.