The CRM Zen Show Episode 298 – Mail Pattern Calmness

Zoho News

• Zoho Announces Deprecation of SMS-Based Multi-Factor Authentication (MFA)
  • Due to an increase in scammers taking advantage of SMS, Zoho is removing text message 2FA.
• Bigin’s New Stage Automation Feature
  • Nice feature addition, making it easier to create stage automation.
• Zoho Books April’24 Updates
  • A handful of updates this month, including the ability to apply late fees to your invoice for the US edition.
• Trident for macOS v1.3.0: New Features
  • Some of the new features include customizable email filters, outbox delays, task creation via Smart Assistant, and enhanced channel and calendar settings.
• Zoho Accounts: Enhanced Sign-In and Organizational Invites
  • The key feature of this update is the addition of a Send Email button to the Accounts/Deals modules.
• Zoho CRM Email Functionality Enhancements
  • Zoho now allows signing into multiple accounts and accepting organizational invites across different data centers.
• Zoho CRM Updates to Assign and Remove Territories APIs
  • The Assign and Remove Territories APIs from V2 to V6 now schedule a job rather than immediately updating, with statuses trackable via the Job Status API.
• Zoho Desk Mobile App Updates
  • And wrapping up the news, Zoho Desk has released a handful of mobile updates this month. The titles say it all.
    • Zoho Desk Mobile App (v2.8.11) – Enhanced Email Templates
    • Zoho Desk Mobile App (v2.6.21) for Android – Default Ticket Listing
    • Zoho Desk Mobile App (v2.8.10) for iOS – Enhanced Quick Actions with Layouts and Validations
    • Zoho Desk Mobile App (v2.6.20) for Android – Introducing Custom Module Support
    • Zoho Desk Mobile App (v2.8.9) for iOS – Introducing Custom Module Support

Implementation of the Week

• Referral Partner Management via CRM Automation
  • In this implementation, our goal was to provide our client with an easy way to track Referrals made by Partners easily within CRM
  • To accomplish this, we created a custom module that is populated with the Referral data each time a Partner refers a Prospect to our client
  • Data is entered into this custom module via imports and/or form submissions using specific referral information
  • This data can be used to track and analyze the effectiveness of various referral sources
  • Lastly, we set up a scheduled function to send successful referral information back to the Referral Partner so that they can be aware of what inbound referrals have converted to customers

Code Share of the Week

• Adding Attachments to Zoho Inventory & Zoho Books
• ZOHO CRM insert new record – with Wizard details – by Zsolt Simon 
  • Community Member contribution: Zsolt is sharing his journey of integrating ZOHO Creator with ZOHO CRM, facing challenges with API versions and misleading documentation to ensure new records were editable via a custom Wizard. After considerable effort, he discovered a workaround involving the correct JSON structure for wizard connectivity, hoping to aid others in navigating similar issues.

New On Zenatta

• Zenatta Blogs
  • Mastering the Lead Journey with Zoho
    • This week we cover how various Zoho applications support each stage of the lead lifecycle, from generation and capture through to qualification, nurturing, and closing.

Tips and Tricks

• Top 10 Marketplace Plug-ins for Zoho CRM
  • This week, Tyler shares our top 10 picks for Zoho CRM marketplace plug-ins.

Question of the Week (AZAAZ)

• How to Auto-Generate Numbers for Bulk Sales Orders in Zoho Books
  • Kevin gets his question answered this week as Greg breaks down how to keep auto-generated numbers, while also using API to override them.

This Week’s Quizzes

• Monday Quiz: In Zoho Creator’s pre-built Vendor Management application, what module enables users to gauge the authenticity of vendors and evaluate them based on specific performance indicators?
• Wednesday Quiz: What is the purpose of adding marketplace extensions during blueprint transitions in Zoho Desk?