The CRM Zen Show Episode 269 – AppPalooza

Zoho News

• Canvas Now Supports Sandboxes
  • Design and adjust until your final configuration is ready to push over.
• Zoho Analytics September’23 Updates
  • Lots of updates in this batch, including the introduction of Mixpanel, more fields supported across various platforms, and more.
• Zoho Launches Academy For Zoho Payroll
  • Kudos to Zoho for launching another set of resources for everyone to use.
• Bigin September’23 Feature Additions
  • Checklist support was added in this month’s update.
• Bigin Stage Transition Rules Enhancements
  • Some nice enhancements with this update including checklists and mandating a file upload.
• Books Accounting on the Go Series-3
  • From the lock screen, you can now create an invoice, track time, and add time entries.
• Zoho CRM August Community Digest
  • It’s always worth checking out not only for the update round-ups but other code shares and news from the community.
• Zoho Writer Org Default Templates
  • Predefine your default templates for your organization.
• Zoho Campaigns Mobile App Introduces Workspace Functionality
  • You can now switch between workspaces in the Zoho Campaigns mobile app.
• iOS 17, iPadOS 17, and macOS Sonoma PALOOZA
  • Zoho never disappoints when it comes to a new iOS major update by updating the various apps to use the latest feature rollouts.
    • Zoho Invoice
    • Zoho Inventory
    • Zoho Books
    • Zoho Expense
    • Zoho Desk
      

Implementation of the Week

• Zoho CRM Deal “Last Email Date” via Email Workflows
  • In this implementation, our goal was to automatically stamp a CRM Deal anytime a Contact within the related Account is sent an email
  • The first step is to ensure that all relevant users have their IMAP integration activated and set to public for their email accounts
  • Then, I set up a workflow to trigger on Emails in CRM, where this function triggers a custom function
  • This function gets the Account related to the Contact who received the email, and then pulls all related Deals to that Account
  • The script then checks each Deal, and if it is Type = Service, the function will datestamp the appropriate field

Code Share of the Week

• Create a Running Total in SQL 
  • This SQL query uses what’s called a TABULAR FUNCTION which is denoted by the use of the OVER() keyword following an aggregate function like SUM(). Using this tabular function creates a running total for each row of data grouped by the column(s) specified in the PARTITION BY segment. 
  • In this example, we are grouping by Deal Owner. Since a running total is dependent on order, we specify that we want to ORDER BY the “Created Time” and that when performing the SUM() calculation, the ROWS that should be included are all rows up to the current row of data. 

This Week’s Read

• How to read newsletters without clogging up your inbox
  • It is easy over time for your newsletters to get lost in the shuffle.  Here are some quick tips to organize your inbox and utilize AI to summarize those emails coming in.

New On Zenatta

• Zenatta Blogs
  • Zoho SalesIQ Full Product Overview
    • In case you missed it, this month’s webinar was on Zoho SalesIQ. Tyler gives a full product overview of everything you need to know to get started with SalesIQ. 

Tips and Tricks

• Effortless Data Updates Using Stateless Forms in Zoho Creator
  • This week’s tip comes from Alex on our development team, covering core concepts of stateless forms, how to set one up, and explore features within them.