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The CRM Zen Show – Episode 58 – Smiley and Frowny

Zoho News Zoho Mail Updates New Custom Hotkeys and Shortcuts Zoho Cliq gets a Scrum Bot Looks like this is going to be followed up quickly with Sprint integration. Google Search with Zoho Recruit Google Jobs can now pick up Zoho Recruit postings. Notebook Updates A bunch of updates her.  Cliq and Projects integration. And […]

The CRM Zen Show – Episode 57 – I Can’t Be Managed

Zoho News Zoho Meeting Webinar Updates Adds engagement tools and the ability to add Meeting events to a calendar.   Zoho Recruit – Candidate matching with AI Not sure this is AI, but Recruit will now try and match candidates with a job profile. Zoho Analytics Weekly Updates Some nice new data import functionality. Zoho Campaigns […]

The CRM Zen Show – Episode 56 – Pretty New Icons

Zoho News Zoho Finance Suite’s New Logos Zoho Desk Updates Goal Metrics for Zoho Desk By integrating with PageSense, you can now keep track of how useful your Help Center is to your customers. Limit Ranges for List Comments/Conversations APIs You can now set the number of comments you pull in. Zoho Analytics – New […]

The CRM Zen Show – Episode 55 – Emoji’s Everywhere

Zoho News New iOS update for Zoho Assist  I talked about this last week on things we noticed.  But now there is a nice blog post about it. Upcoming Zoho Creator Updates Pin customization in Map Reports, Criteria support for Schedules, and Enhancements w.r.t. rebranded mobile apps Zoho Social Update Access emoji menus from anywhere […]

The CRM Zen Show – Episode 54 – English Dictionaries

Zoho News Zoho CRM Updates 7 updates here.  A big one: You can now map subforms from Leads to Accounts, Contacts, and Deals upon Lead conversion.   CRM Functions Updates Soon, in addition to Deluge, you can write custom functions in Java, Python, and NodeJS. Zoho Writer Updates Zia Improves its “Grammarly ” like features Improved […]

The CRM Zen Show – Episode 53 – It’s Decently Buggy

Zoho News Cliq for iPad A nice overhaul of Cliq for the iPad.  It is no longer a blown-up version of the phone application. Commission-free event ticketing and instant payout on Zoho Backstage Zoho takes on Eventbrite Zoho Projects Update Round-up 3 Updates, including subtasks in Kanban Views. Zoho Analytics Updates The weekly updates continue. […]

The CRM Zen Show – Episode 52 – The Missing 6 Minutes

Zoho News Introducing PayU for Zoho CRM Zoho CRM has partnered with PayU, India’s leading payments solution provider to facilitate the ease of online payments, reconciliation, tracking and faster settlements to Indian businesses. ShowTime Updates Three new features: Availability of slides in session recordings, The ShowTime Desktop app for Viewers, and Custom email branding. E-sign […]

The CRM Zen Show – Episode 51 – One Year On

Zoho News 3 New Zoho Analytics Features Prediction Interval for Forecasting, Chart Color Palette Revamped, Double-click to Rename Table Column Books: Categorize Items with Item Headers Improvement to adding line items in Invoices, Estimates, Sales Orders and Purchase Orders. Dev Note: Desk: Changing the Response for Article Search APIs Search API has been enhanced. Meeting: […]

The CRM Zen Show – Episode 50 – Who Uses Powerpoint?

Zoho News Zoho Creator team will be rolling out the following feature updates this month. subform.insert() and subform.clear() Zia-powered smart data import during form creation Ability to control the rendering of HTML content in Formula field Lookup data from Radio and Dropdown fields Setting background images for panels Zoho Desk now integrates with TeamViewer Launch […]

The CRM Zen Show – Episode 49 – Flying Solo

Zoho News Microsoft Core Applications Get Added To Zoho Flow Outlook, Excel, Teams, OneDrive, OneNote Finance Suite Updates Books New Reports – Daybook, Account Type and Account Transactions Report Track Costs Associated With your Project You will now be able to create bills, sales & purchase orders, credit notes, and vendor credits directly from 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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