The CRM Zen Show – Episode 49 – Flying Solo

Zoho News

• Microsoft Core Applications Get Added To Zoho Flow
  • Outlook, Excel, Teams, OneDrive, OneNote
• Finance Suite Updates
  • Books
    • New Reports – Daybook, Account Type and Account Transactions Report
    • Track Costs Associated With your Project
      • You will now be able to create bills, sales & purchase orders, credit notes, and vendor credits directly from a project.
  • Invoice
    • SMS Reminders
  • Inventory
    • Multi-line Custom Fields
    • Improvements to iOS and Android Applications
• Updates for Orchestly
  • Orchestly’s custom functions can now be invoked using OAuth 2.0
  • You can customize the ‘From’ address of email notifications sent from Orchestly
    • Coming soon:
      • Orchestly will integrate with MS Teams
      • Zoho Sign- allowing users to add a signature to their documents.
      • Document merge supported by Zoho Writer which lets you add attachments automatically to the emails sent from Orchestly
      • Zapier and Zoho Flow – done and will be released shortly
• Updates to Sprints – 5 Updates
  • Task Reminders
  • Actual vs Planned Report
  • Time Sheet Grid View
  • Zoho Desk Integration
  • Google Apps Integration
  • Here’s what you can expect in our third quarter:
    • Custom tags 
    • Zoho Projects Integration 
    • Linking Items 
    • Kanban 
    • Roles and permissions

Things We Noticed

• Zoho Fixed Alpha Sort in CRM

This Weeks Reads

• Practicing mindfulness at work
• The Lost Art of the Handwritten Note

Application / Plug-In of the Week

• Zoho CRM Survey Monkey Extension
  • Overview
  • Marketplace Link

Tips and Tricks

• Publish your articles directly from Writer to your WordPress or Blogger