The CRM Zen Show Episode 290 – How Zia Got Her Feedback

Zoho News

• Zoho opens a new office in Querétaro, Mexico 
  • Hats off to Zoho for yet another global office located a few hours north of Mexico City.
• Zoho CRM now supports custom fiscal year formats
  • If you prefer your Fiscal Year quarters to be set up differently, you now have the option to align the Fiscal Year with your preferred schedule.  If you change it, it will delete all existing forecasts.
• Zoho CRM adds forecast model choices
  • CRM now supports the other way of forecasting via the bottom-up model. One benefit is this model can go through an approval process.
• Enhance Your CRM Communication with Zia’s Refined Email Intelligence
  • You can now add corrections to Zia’s predictions to help it learn.
• Zoho Sprints Android App Adds Clone Work Item Feature
  • Simple QOL enhancement for those of you who prefer to use Sprints from your mobile app.
• Zoho Marketplace now has a “What’s New” Catalog
  • Ever wonder what new extensions and applications hit the Zoho Marketplace each month?  Now you can quickly view each month’s releases.
• Zoho Developer Community Digest
  • Wanting to  delve into Deluge?  Be sure to check out the upcoming developer hangouts.
• PSA Channels App to Cliq
  • If you are using the Channels app in Zoho Connect, you will need to disconnect it and reconnect it before the end of the month.
    

Implementation of the Week

• Managing Billing Contacts in CRM via Client Script to Streamline Quickbooks Online Integration
  • In this implementation, our goal was to implement a way for our client’s employees to easily manage the Billing Contact in file in CRM for each of their Customer Accounts
  • This can be done via a simple field, but the challenge is in making sure that only one is ever selected for a particular Account
  • Only having one Billing Contact is particularly important in this case, as that Contact needs to be referenced for a Quickbooks Online integration we built to write Invoice data to QBO from CRM
  • To accomplish this, we implemented a client script that runs whenever a user tries to mark particular Contact as the Billing Contact for an Account
  • If there is not an existing Billing Contact, the user is allowed to proceed
  • If there is an existing Billing Contact, the system will prevent the user from saving that edit, and it will display a tooltip showing them which Contact is currently the Billing Contact for that Account

Code Share of the Week

• Override Taxes for a Single Sales Order in Zoho Books
  • When overwriting taxes on a Books salesorder via code, there are two items that must be included in your parameter map that aren’t explicitly mentioned in the API documentation:
    • tax_override_preference: string value that defines the level at which the override is taking place. Ex: “entity_level”
    • taxes: list of JSON maps where each map defines a tax id and tax amount

New On Zenatta

• Zenatta Blogs
  • Zoho Sign: Redefining Excellence in eSignature Solutions
    • The Zoho Sign team kicked off the new year with two major updates pushing Sign to a best-in-class eSignature solution.  If you have been using another solution, you could save big by switching to Zoho Sign.

Tips and Tricks

• Automated Inventory Control Using Scheduled Workflows in Zoho Creator
  • In this week’s tip, Alex shares how to automate various business processes, including weekly inventory reporting, daily stock checks, and automated ordering, enhancing efficiency in inventory management.

Question of the Week (AZAAZ)

• How Can I Sync Stage Changes in Zoho CRM Without Deluge or Flow?
  • Want to know how to automatically update a deal’s stage in Zoho CRM when a custom module changes? Lucas breaks down a simple coding workaround for this using a minimal amount of Deluge in this week’s question of the week.

This Week’s Quizzes

• Monday Quiz: What can cause Gmail to clip your emails, resulting in the “View entire message” link being displayed?
• Wednesday Quiz: What is the key characteristic of an ideal goal in Zoho People’s performance management feature?