Zoho News
- Easily create personalized Writer documents in bulk with your Zoho Creator data
- This is a big update with a commonly used feature in CRM that is now available in Creator.
- Canvas Gets An Overhaul (NOTABLE?)
- List views received a customization overhaul with new features added, like tile view. Request early access here.
- Zoho Desk IM Updates
- Most of these changes are around WhatsApp with blended conversations and pricing.
- Zoho CRM “Voice of the Customer” Enhancements
- Voice of the Customer was released a while back to gauge customer sentiment by analyzing emails. It is now available for the built-in telephony for Zoho CRM as well.
- Zoho Workplace May’23 Recap
- We covered most of these last month. Overall, some great updates across the board for the various Workplace applications.
- MS Outlook and Office 365 Update Required For Zoho CRM
- PSA for anyone using Outlook or 365, you may have noticed syncing isn’t working. The OAuth button was just added to fix this in CRM Settings>Email>Email Configuration>Switch to OAuth button.
- Zoho, Israel-Asia Chamber Of Commerce Sign Economic Cooperation Agreement
- These stories are always nice to see Zoho helping empower businesses.
Implementation of the Week
- Generating Product Labels via Zoho Creator and/or Inventory
- In this implementation, our goal was to make it easy for our customer to generate scannable bar codes for items that also include their warehouse location
- First, we set up a database in Creator where our customer can store information about their products including: SKU, Item Name, Bin Location. You could use your existing ZInventory list for this
- Then, the user can click the “Generate Label” button, which kicks off the process
- This button triggers a function that invokes a 3rd Party API to create a barcode for that SKU, and formats it into include the Item Name and Bin Location
- It opens this label image into a Print-screen for easy printing, and saves the barcode image connected to that product for future usage
Code Share of the Week
- Scheduled Duplicate Monitoring
- This functionality was proposed to assist with checking for duplicate records in the CRM utilizing a COQL query. The advantage is that we can now calculate aggregates in COQL queries and so can get the count of records that fit within certain parameters. Here is how we can use it to check up on duplicate records:
- Start by setting up a CRM connection with the “COQL” scope and the “Records.Modules.All” scope so that we can access the record data, and set up a connection to “Cliq” will at least need the “ZohoCliq.Webhooks.Create” scope.
- A scheduled function can be set up using this function to simply check for duplicate records and message a cliq channel so that users can be kept up to date on if a duplicate record is found.
- This functionality was proposed to assist with checking for duplicate records in the CRM utilizing a COQL query. The advantage is that we can now calculate aggregates in COQL queries and so can get the count of records that fit within certain parameters. Here is how we can use it to check up on duplicate records:
This Week’s Read
- How to use Inspect Element in Chrome, Safari, and Firefox
- This is a feature we use all the time for many different use cases. One big one that often gets overlooked is how pages look on mobile, which can actually be checked directly in your browser.
New On Zenatta
- Zenatta Blogs
- Zoho Flow Full Product Overview
- Jordan and Greg give you a full breakdown of Zoho Flow from both a sales and developer perspective in this month’s webinar.
- Zoho Flow Full Product Overview
Tips and Tricks
- Reply Tracking Alternative In Zoho Campaigns
- Something that we find many don’t know about is the built-in reply tracking with Zoho Campaigns creates a not desirable reply URL. Here is a workaround to make it come from your address instead.
