The CRM Zen Show Episode 193 – Expensin’ On The Edge

Zoho News

• Zoho Contracts API Documentation
  • Just a bit quicker getting these out than WorkDrive… Nice to see these API documentations being released.
• Reports & Dashboards Modules Combined Into “Analytics” Module
  • You want to know what really grinds Tyler’s gears?  This naming convention.
• Zoho Inventory April Updates
  • The big update from this batch is Zoho Inventory now has a client portal.
• Zoho Expense April Updates
  • “Expensin’ On The Edge”, you now have a Microsoft Edge extension for Zoho Expense.
• Zoho Invoice April Updates
  • A few solid updates in this group including a fresh design for Estimate Details.
• Sorting & Grouping Added To Bigin Mobile App
  • One of those things we thought was already a thing.
• Zoho Sprints Adds New Fields For Android 
  • Also, falls into that category of you thought this would have already been a thing.
• Zoho Backstage March Updates
  • Some more customization and profile setting options were added.
    

Implementation Of The Week

• Zoho Inventory Daily Re-order Report Delivery via Zoho Analytics
  • Reorder points can be set for items within Inventory
  • Notifications can be sent when a specific item hits the reorder point, but it is one email per product
  • This can be hard to track for companies with many items being sold
  • Query tables built within Analytics to calculate current stock, and compare to reorder point
  • If current stock is less than reorder point, the item will be included on a pivot table
  • If there is at least one row on the pivot table, it is sent out at the end of the day to the purchasing team so they can have one singular report of items needing reorder the following day

Code Share of the Week

• Relating a task, meeting, or call to a CRM record
  • When you have a Workflow that triggers, you may generate multiple tasks linked to a who or what.  This codeshare gives you the key fields you need to make that connection.

This Weeks Read

• Low-code for pro coders? The new Zoho Creator Platform and the rise of co-coding
  • With some of Creator being drag-and-drop and the rest being code-heavy, an interesting article looking at the approach of businesses starting a Creator App development and then hiring someone to finish off coding it.  Is this something your organization has done?

New On Zenatta

• Zenatta Blog
  • What Social Marketing Platforms Should You Consider Using
    • The real answer – is whatever works best for you.

Application / Plug-In of the Week

• Canva
  • Most of you probably already know about or use Canva.  But for those of you that don’t, this is an excellent tool to quickly edit and create images.

Tips and Tricks

• How To Set Up IMAP For Your Personal Email Using Zoho Mail
  • Brett quickly walks you through how to set up IMAP settings for personal emails within Zoho Mail in this 4-minute video tutorial.