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The CRM Zen Show – Episode 125 – We Need To Talk Lucy

The CRM Zen Show – Episode 125 - We Need To Talk Lucy

Zoho News 5 Updates Released for Zoho Analytics This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more. Zoho Show For Android Update Adds Download Repository Zoho has added a “View Downloaded files” section to the Show app for Android, allowing you to view PPTX, PDF, or JPEG files from a […]

The CRM Zen Show – Episode 124 – ZoBot Scares Me

The CRM Zen Show – Episode 124 - ZoBot Scares Me

  Zoho News Zoho Cliq – October & November 2020 Update Roundup We have covered most of these, but in case you missed some, here is a list of all the major updates to Cliq over the last two months. Zia Recommendation Updates Zia recommendation has added 3 new updates. It can now provide recommendations […]

The CRM Zen Show – Episode 123 – The Mattress & Pillow Game

The CRM Zen Show – Episode 123 – The Mattress & Pillow Game

  Zoho News The Zoho Marketplace November Roundup November saw 23 new or updated extensions in the marketplace. Zobot Chat Handling Update If a Zobot forwards a chat to an operator and it goes unanswered, it will now terminate the chat.  In the past the chat was stuck in limbo until the customer terminated the […]

The CRM Zen Show – Episode 122 – We Are Givers

The CRM Zen Show – Episode 122 – We Are Givers

  Zoho News Zoho Meeting Security Update You can no longer “Restart” an old meet by clicking on the old link. Going forward, meeting IDs will expire after use. This is a small but necessary update.  I don’t think it will affect most users. EOL Announcement: Zoho CRM Plug-in for Microsoft Outlook Zoho is going […]

The CRM Zen Show – Episode 121 – Tyler’s The Funny One

The CRM Zen Show – Episode 121 – Tyler's The Funny One

  Zoho News Zoho CRM Will Now Require “CRM Users” First Name As A Mandatory Field This is a bit of a rambling post.   But the bottom line is the when you set up a New CRM User, you will be required to fill in the “First Name” field. Zoho TransMail Leaves Beta and Goes […]

The CRM Zen Show – Episode 120 – Resplendent CRM Demigod

The CRM Zen Show – Episode 120 – Resplendent CRM Demigod

  Zoho News Zoho Updates Apps for macOS Big Sur Apple’s macOS Big Sur is here, and Zoho has updated 6 apps that are ready now – Bigin, Books, Invoice, Expense, Inventory, and Notebook. Zoho Recruit October Update Roundup 5 updates in October, including special postings for jobs that are defined for remote workers. Gamescope […]

The CRM Zen Show – Episode 119 – Did I Mention Bigin?

The CRM Zen Show – Episode 119 – Did I Mention Bigin?

  Zoho News PSA: Authtoken Deprecation For Analytics and Projects Both Analytics and Projects are going to stop accepting Authtokens for authentication.  It is recommended you switch to Zoho OAuth Tokens The Bigin Train Keeps On Rolling: Adds API Support Bigin currently supports three types of APIs – REST APIs, Bulk APIs, and Notifications APIs. […]

The CRM Zen Show – Episode 118 – Mucho Gusto Zia

The CRM Zen Show – Episode 118 – Mucho Gusto Zia

Zoho News New External ID Field Support In Zoho CRM When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM’s records. To meet this need  Zoho has introduced the External ID field. This is a custom single line field in a module in Zoho CRM for storing a […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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