Zoho News
- Bigin Adds HubSpot & Pipedrive Imports
- Migrations made easy and picklist field enhancements.
- Zoho Desk’s Updated Instant Messaging Feature
- If you are a WhatsApp user, you’re going to like this update. And other business messaging platforms are coming in Q3!
- Zoho CRM Public Early Access 2023
- Most of these are pretty major updates. Click any of these links below and fill out the form associated with the update for early access.
- Zia’s New Subject Line Suggestion
- Tired of coming up with email subject lines? Let Zia help with this new feature rolling out.
- Zoho People adds a connection to Cliq For Check-in / Check-out
- This is more of a “how to” tutorial than news, but a super useful connector.
- Zoho Sprints Adds Reply/React To Comments
- For those of you who use Sprints, this highly anticipated feature is now live.
- Zoho Flow Turns 5
- Happy Birthday, Flow. Shoutout to the Flow team for all the great updates and improvements to the app over the years.
- QNTRL Revamped Filters In Android App
- Some minor UI enhancements.
- Zoho Desk Android Mobile App Enhancement
- Language selection is now centralized, and the app icon theme can now be changed.
- Zoho Backstage February Roundup
- And wrapping up the news, in case you missed it, here is everything that happened last month in Backstage.
Implementation of the Week
- ZInventory Automated Partial Invoicing based on Partial Shipments
- In this implementation, our goal was to automate the invoicing process based on the Shipment of Items on a Sales Order
- The caveat for this implementation was that not all Items on a Sales Order may ship at the same time
- To accomplish this, we set up a Zoho Flow to trigger each time a Shipment record is created (we used Flow here because there is no workflow trigger on Shipments within ZInventory)
- In Flow, we run that data through a function that matches each Item on the Shipment to that item on the Sales Order
- Lastly, we create an Invoice for those Items, at the Quantity identified on the Shipment
Code Share of the Week
- Automatic Enablement of Books Customer Bank Payments
- This week’s codeshare is the code snippets discussed from this week’s tip.
This Week’s Read
- Are we paying the hyperscalers too much for public cloud? Zoho thinks so
- We agree with most of the article, but there are a few apps that would probably benefit from being hosted on a hyperscaler.
New On Zenatta
- Zenatta Blogs
- What Is BI + 5 Best Practices
- Business Intelligence tools are a must, and Zoho Analytics can allow you to take your reporting to the next level.
- What Is BI + 5 Best Practices
Application / Pick of the Week
- Circle – The all-in-one community platform for creators & brands
- Looking to build a community? We highly recommend Circle. If you haven’t been to the new Club Zenatta yet, it is built on this platform.
Tips and Tricks
- Enable ACH Bank Payments In Zoho Books
- This is a full walkthrough, including how and where to put the code in for this automation.
