The CRM Zen Show Episode 255 – Finally We Can Bigin to Dedupe

Zoho News

• Noteboard for Zoho Notebook
  • Zoho Notebook now has a Kanban board, why not.
• Bigin Adds Duplicate Cleanup Feature
  • Nice “need to have” feature that includes multiple fields that can be set as parameters to use.
• Bigin Form Updates
  • You can now apply Google ReCAPTCHA and dynamically add a form link in an email.
• Bigin Updates June’23
  • And a few more enhancements for Bigin, including Record Storage view.
• Zoho Desk Macro Rules Enhancement
  • A nice enhancement to improve ticket management for your help desk, allowing agents to view only those rules relevant to their daily tasks.
• Zoho Writer New Translation Features
  • Over 50 languages to fully translate your documents.
• Zoho Mail IPv6 Support
  • More of a future-proofing update, but you can now make the switch if you want.
• Zoho Subscriptions Updates June’23
  • A few minor changes, including individual sub-metrics in your monthly recurring revenue report.
• Zoho CRM Filter Criteria and Group Details Updates
  • This seems to be a follow update to the previous user filter update last month, in which you can now filter by roles/groups with “belong to” filters.
• Zoho Recruit Tabular Sections Add Additional Field Types
  • Add additional fields you may want to capture to the tabular groups.
• Zoho CRM May Community Digest
  • Always worth checking out including recaps of not only updates, but user group sessions as well.
    

Implementation of the Week

• Dynamic Approval Workflow for Zoho CRM Quotes
  • In this implementation, our goal was to set up a process in the CRM to automatically flag certain Quotes for Review/Approval based on Discounts offered on that Quote
  • In this specific case, we’re looking at Discounts on a line item basis, rather than  the total discount amount for the Quote
  • To accomplish this, we added a field called “Max Discount” to the Products modules
  • In cases where the Discount of a specific line item for a Quote is higher than the allowed Max Discount amount for that Product, the Quote is automatically marked to enter Approval processes
  • This stops the Quote PDF from being generated and sent out until Approval is given for that Quote

Code Share of the Week

• Update Related Fields on Related CRM Records using COQL (CRM Object Query Language) 
  • A common workflow we’re asked to implement is for a field on a parent record to sync to a copy of that field on child records when edited. For example, you have an “Account Status” field on your Contact module. When the “Account Status” field is edited on the Account, you want the “Account Status” field on all the Contacts to update as well.
  • And watch Greg’s full breakdown of the Code Share on YouTube.
• Mass Deletion of Items with Initial Stock in Zoho Inventory
  • This script is particularly useful when you need to clean up your inventory and remove items that are no longer relevant or needed.

This Week’s Read

• ChatGPT’s Indian Rival Being Developed By Zoho Under Sridhar Vembu’s Watch
  • Sam Altman says it can’t be done for the budget Zoho is putting into it, but it’d be interesting to see where Zoho can go with this.  They’ve proven others wrong before.

New On Zenatta

• Zenatta Blogs
  • Effective Workshops In The Tech Industry – A New Paradigm for Skill Development
    • We’ve found workshops to be extremely successful for not only internal training but also with clients.  What are your thoughts on workshops?

Tips and Tricks

• Serialized Inventory Tracking in Zoho Inventory
  • There is often some ambiguity around how this is supposed to work inside Inventory.  This tutorial hopefully clears that up for all of you Inventory users.