Zoho News
- Zoho Creator 2022 Roadmap
- We missed this last week, but some big updates for 2022/2023 coming to Creator, including Canvas Builder!
- Zoho Writer Introduces Workflows
- The Writer team never sleeps! Yet another great new addition.
- Zoho Sign Mid 2022 Updates
- We’ve covered most of these on the show, but here is a quick snapshot of everything the Sign team has been working on.
- Zoho Voice Adds Two-Way SMS
- We really want Zoho Voice to work out, and this update is another push in that direction.
- Zoho Connect Introduces Ultimate Edition
- Between Learn and Cliq, we don’t use Connect much anymore, but it is an excellent app. This new edition seems to have some awesome new features.
- Zia’s Next Best Experience
- Zia will now snapshot all of your deals and make suggestions on how to improve your odds of winning that deal based on previous history of deals.
- Zoho Social Adds Advanced Analytics for LinkedIn
- Page posts and user mentions have been added to reporting.
- Zoho Projects Adds Issues Reports at an Org Level
- If you don’t use Zoho Analytics for your Projects reporting, this is a nice feature to have directly inside Projects.
- Zoho People’s July 2022 Newsletter
- Nothing major this month in the world of Zoho People.
- Zoho Inventory July 2022 Updates
- There is now a Shipment’s Module, Hallelujah!
- Zoho Expense July 2022 Updates
- You can now export advances.
- Zoho Meeting Mobile App Adds PPT Viewing Capability from the App
- Nice new feature to directly view shared powerpoints from your mobile device within the Meeting App.
- Zoho Desk Android Mobile App Adds Filters
- The title says it all.
- The title says it all.
Implementation of the Week
- Priority Based Relationship Building in Zoho CRM via Zoho Analytics
- This implementation is centered around a method to give ourselves a way to create record-to-record associations in CRM when the data may be messy or unformatted (especially after a migration)
- First, we pull all of the data into Analytics. For example, we could use this process for relating Accounts and Deals
- For example, a Deal may have fields for Account ID, Company Name, and website (of course, this isn’t optimal, but we often are brought in to fix these kinds of issues)
- We can use SQL in Analytics to create a priority-based JOIN statement that will look for matches on Account ID, then Company Name, then website
- If a match is found using a “higher priority” field, we will use that. Otherwise, we check the next option
- Last, the data is formatted for easy import to CRM with the necessary record IDs listed (in this case, Account ID and Deal ID)
Code Share of the Week
- Using Client Scripting to add a default Product when creating a Quote in CRM
- Using Client Scripting, we can now add a default product to the “Quoted Items” subform when creating a Quote in the CRM. For example, if you are consistently adding a “Shipping Cost” line item, you can have it now auto-populate whenever you go to create a Quote.
This Weeks Read
- 8 Webinar Ideas for 2022
- Looking for some new ideas to spice up your next webinar? Zapier provides some solid ideas in this week’s read. Also, if this interests you, chime in to this week’s show to get Brett’s bonus ideas on this matter.
New On Zenatta
- Zenatta Blogs
- Utilizing The New Sync For Zoho Campaigns
- We know this has been a big topic of discussion for many of our clients. Here is a quick snapshot of some things you should know about the new Campaigns Sync.
- Utilizing The New Sync For Zoho Campaigns
Application / Plug-In of the Week
- LogixOne Chat for Zoho CRM
- Manage all your chat platforms from one location inside Zoho CRM.
- Field Service Management for Zoho CRM
- We haven’t tested this yet, but this FSM tool has a ton of full-blown features, and the pricing seems extremely reasonable.
Tips and Tricks
- Double feature this week taken from our Zoho Projects Webinar a few months back.
