The CRM Zen Show Episode 261 – LinuXoho Ooo La La

Zoho News

• Big Updates to Bigin with Samsung Tablets
  • If you use a Samsung device, you’ll experience slick updates across the board, which even include handwriting detection.
• New Zoho SalesIQ Integration with LINE
  • Primarily used in Japan and similar to WhatsApp, it is great to see Zoho addressing yet another highly demanded integration.
• Zoho CRM Duplicate Record Improvements
  • This update brings increased module support and Created Time / Created Date is no longer overwritten by the master record, preserving the older dates.
  • PSA: A community member has mentioned using these new improvements broke their dedupe.
• Zoho is working on building its own OS for laptops
  • Our prediction is it will be similar to a Chromebook using Ulaa.

Implementation of the Week

• Employee Time-off Management via Integrated Creator Application
  • In this implementation, we’re working with a client that runs the vast majority of their operations through a highly customized Creator app
  • This app include functionality for routing, inventory management, tasking, time tracking, and much more
  • In this use-case, our goal was to develop functionality for our client’s employees to be able to easily request time off, have it approved, then have that leave be made publicly visible via shared calendars
  • First, we created a form that the employee can use to submit their time off request. The submission of this form is dynamically routed to their manager
  • If the manager approves the time off, it will automatically be added to the shared internal working calendar
  • If the managed denies the time off, the employee will be notified automatically via email with the reason for rejection

Code Share of the Week

• Get a CRM field’s data history via API
  • In the CRM’s new v5 APIs, you can pull a record’s timeline history. This code share specifically filters through the timeline history of a record to look at a specific field’s history and return a list of past values, along with the date of the change, and the updated value. 
  • With some modifications, you could also pull in who made the change or by what means.

This Week’s Read

• 7 Creative Ways Sales Reps Are Using AI
  • Although not all of them are exceptionally creative, there are still a few worth reading.

New On Zenatta

• Zenatta Blogs
  • 8 Tips on How To Thrive in a Virtual Work Environment
    • Looking back on the past few years, here are 8 tips that we find important for a virtual work environment.

Tips and Tricks

• Game UI Design Using URL & Query Parameters In Zoho Creator
  • Josh goes all out in this week’s tip, using game design principles to show some advanced tips in Zoho Creator around UI functionality, URL parameters, and embedding elements.