Zoho News
- This update has been a long time coming and is a really nice enhancement. There are still some limitations, but this is a good start.A co-editor can:
- Access and submit
- Builder (except Payment and CRM fields)
- Rules
- Themes (except Saved Themes)
- Settings (except Document Merge and Manage Form Attachments)
- Share forms
- All Entries (can view only their entries under My Entries)
- They will not have any access to your form’s integration settings and approval workflows.
- Device management and app permissions and been added and updated. You can read about all the changes here.
- Zoho is offering a flat 30% off on all annual Zoho Recruit plans, starting from December 1, 2020. This applies to new and existing plans.
- A few small updates and integration with SEEK – Australia’s Number 1 Job Board.
- Three new updates in Zoho Books around reports and reports permissions.
- You can now connect Zoho Subscriptions with Zoho SalesIQ to offer chat support to your customers when they visit the Subscriptions Customer Portal.
- Additionally, the payment gateway PayTabs, is now available globally.
Implementation of the Week
- Lead/Deal data synced into workspace from Zoho CRM
- Spending/expense data synced into workspace via QuickBooks Online
- Expenses filtered to only include expenses from specific general ledger accounts
- Aggregate reports created to report on Cost per Lead generated (CPL), Cost per Deal won (CAC)
This Weeks Reads
- I’m always interested in articles that shed some light on the black art that is SEO optimization. This is one of the better ones that I have come across. Some nice tips here.
New Blogs, Videos, and Resource Guides
Application / Plug-In of the Week
- The Phone and Email Checker extension automatically verifies the authenticity of phone numbers and email addresses in the Contacts and Leads modules of Zoho CRM. The Phone and Email Checker extension validates leads that have been created or modified during that day.
- Validate phone numbers and email addresses for typos
- Validate phone numbers and email addresses for authenticity and existence
- Update Leads and Contacts email and phone statuses
- Fill empty country field based on phone number
Tips and Tricks
Zoho Show has some nice features that set it apart from other presentation software platforms. This is one of those features that will really make your presentations pop.
