The CRM Zen Show – Episode 63 – Things That Make You Go… Huh

Zoho News

Notable Mobile App News

    • Notebook issues on iOS 13
      •  This is due to Apple having deprecated their UIWebView framework, which Zoho still uses for certain editor functions.  It will be fixed shortly.

Implementation of the Week

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  • Cash Flow Reporting via Zoho Projects – Analytics Integration
    • Each Task receives a Billable Amount field
    • Billable Amount aggregated by Task Status in Analytics
    • Reported on per Project: How much revenue do we have sitting in each Task stage for one Project, and across all Projects?
    • Reports also generated based on due dates of Tasks and Billable Amounts

Things We Noticed and The Bug Report

  • Bug Update – Marketing Hub unsubscribe issue has been fixed!
    • I user will now be unsubscribed from a Journey as soon as they unsubscribe and not at the end of the Journey.
  • Task Management in Connect 
    • Integration with Zoho CRM
    • Integration with Zoho Projects
    • Standalone Tasking in Connect

This Weeks Reads

Application / Plug-In of the Week

  • Zoho Client Portal for WordPress
    • A great new plugin that allows bi-directional access to Zoho CRM, Books, and more.  Contact us for details on implementation.

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.