Zoho News
- Zoho Analytics Updates
- This update adds Expand and Collapse Pivot View & Date Based Lookup Column
- Changes in the new UI of the record details page
- Some very nice improvements
- Get ready this will permanently replace the old UI May 31
- Introducing Bulk Shifts in Zoho Workerly
- Nice update to simplify temp scheduling
- New Features to Zoho Recruit
- New MS Outlook Add-in
- New Mass Conversion option
- Work Remote Using Orchestly
- A great look at how to further automate your team’s processes
- Zoho Show Now Has A Dedicated App For Chromebook
- Supporting Offline Mode
- Client Portal Update
- Zoho Recruit now lets you share candidates with any client in your database
- What’s new in Zoho Projects Marketplace
- A month late on the post but lots of additions from March listed
Notable Mobile Updates
- Zoho Projects: You can now Annotate images and add them as attachments
- Zoho Expense: Big Improvements to the UI for iPad Users
- Expand the sidebar
- Quick Create Button
- View Rejection Reasons on Status Hover
- Zoho Cliq: Big update this week
- New Home Screen
- Contextual Chat Actions with @mention
- Much much more. Open the App and check it out
Implementation of the Week
- Defining Contact Roles via Deluge Script in Zoho CRM
- Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM
- Reads Contact Roles related list and defines the matching Contact there as “Primary”
- This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
- Click Here For The Video Tutorial
This Weeks Reads
- How to Create a Remote Work Schedule that Works for You, Hubspot Blog, by Pamela Bump
- Having worked remotely for most of my life. This is a spot-on article with some great tips. BLOCK that time off to get things done. Both personal and work-related.
- Having worked remotely for most of my life. This is a spot-on article with some great tips. BLOCK that time off to get things done. Both personal and work-related.
- Zenatta Blogs
-
- Using Zoho Meeting To Replace In-Person Meetings
- Maybe it’s time to take a look at Zoho Meeting over Zoom or GoToMeeting. We make some compelling arguments.
- Using Zoho Meeting To Replace In-Person Meetings
New Zenatta YouTube Videos
- How to Automate Event creation via Zoho CRM Deals with email invites to all related Contacts
- Zoho CRM Automation 101: Workflows
New Resource Guides
Application / Plug-In of the Week
- Sortd.
- A very nice Gmail Plugin that lets you organize your emails as tasks in a Kanban view
- Starting at $8 per user per month, this is a very interesting application
- Here is the link to the Gmail PlugIn
- A very nice Gmail Plugin that lets you organize your emails as tasks in a Kanban view
Tips and Tricks
- Zoho CRM Automation 101: Task Dependencies
- Launch New Tasks Only After Other Tasks Reach Certain Status
- Click Here For The Video Tutorial
