The CRM Zen Show Episode 205 – Shush Tunneling

Zoho News

• Zoho Analytics Updates & Enhancements
  • A TON of new enhancements were added to Analytics, including Analytics is now HIPAA Compliant.
• Bigin Adds Actions In The Pipeline List View
  • More cool UI that maybe, just maybe, we will see in the CRM someday.
• Bigin Is Now HIPAA Compliant on Mobile 
  • For both Android and iOS.
• Zoho Desk iOS Adds Tag Management WIthin Tickets
  • Why not?
• PSA – Zoho Desk Vulnerability Found If Using JitPack
  • If you are using JitPack for Desk, you will want to read this fix.
• Zoho SalesIQ Introduces Autopilot Feature
  • If you are using SalesIQ and bots, this is worth taking a look at.
    

Implementation of the Week

• Zoho CRM // Client Scripting for Instant Duplicate Prevention
  • An ongoing challenge in CRM is keeping your Lead and Contact lists free of duplicate records
  • However, when users are only able to view/work with their own records, it may not be possible for them to check for duplicates before creating a new record
  • Using Client Scripting (running on the Create/Edit pages) we can run an instant check before a Lead/Contact is created, to query the CRM for duplicates
  • While definition of duplicate is flexible here, it will generally be based on a matching Email and/or Phone number. That being said, it can be custom coded to search for duplicates based on any criteria
  • It’s important to note that this function can search more than one module, so if a Contact already existed with a given email address, it could prevent the creation of a new Lead with that same email

Code Share of the Week

• Calculate a Grand Total of Subform Line Items in Zoho Creator
  • Subforms in Zoho Creator are simultaneously incredibly nice and helpful for your form but also can be very tricky to manipulate via Deluge.

This Weeks Read

• The 9 Best Free Stock Photo Sites in 2022
  • We all use them, and recently Zoho has been integrating a lot of stock image sites into some of their applications.  This read from Zapier lists their top 9 picks.

New On Zenatta

• Zenatta Blogs
  • Boost Your Conversions With Landing Pages
    • Landing pages can be extremely powerful to boost your sales and lead generation.  If you are just using a CTA page, we explain the benefits of a landing page instead.

Application / Plug-In of the Week

• OneTab
  • So a while back one of your picks was the Great Suspender.  We recently found this application instead to prevent all of the memory usage Chrome takes.  If you have a lot of tabs open, this is worth checking out.

Tips and Tricks

• How To Set Up Scoring Rules Inside Zoho CRM
  • This week’s tip is a quick 11-minute tutorial on how to set up scoring rules along with a few examples of why you might want to use scoring rules.