The CRM Zen Show Episode 301 – Here Comes The Sunburst

Zoho News

• Zoho Sprints Q1 2024 Updates
  • In case you missed it, here are all the updates from this quarter including Sprints 2.0 release and the new extension developer.  We’re excited to see what hits the Marketplace in the upcoming months.
• Zoho Analytics April’24 Updates
  • A handful of great new features have been added, including the Sunburst Chart, Conversion Bar Chart, auto-suggestion chart feature, inline embeds, and more!
• WeChat integration for Zoho SalesIQ
  • Great to see another chat platform added to SalesIQ.
• Zoho Expense Q1’24 Updates
  • A few nice feature adds including real-time card transactions for the US Visa cards, AirPlus integration, and some notification preference enhancements.
• Zoho CRM GraphQL API Early Access
  • This used to only be available for the Ultimate edition, great to see it available now for other editions.
• Zoho CRM Mobile App April’24 Updates
  • Nothing major, just some minor QOL improvements and limit increases.
• Bigin Updates for iOS and macOS
  • Your dynamic displays can now sync across devices you are logged into.
• Deluge Updates to Analyze Sentiment Task
  • And wrapping up the news, there is a new format for the Sentiment analysis feature inside of Deluge.

Implementation of the Week

• DHL Shipment Tracking Integration for Zoho CRM
  • In this implementation, our client is using the CRM transactional modules (Quotes, Sales Orders, Invoices) to manage their sales processes to clients
  • Once an Invoice is paid, our client ships the product to the end customer directly. They are shipping primarily through DHL
  • Our goal here was to connect the confirmed Invoice to the DHL shipment status
  • To accomplish this, first we defined a process where the client’s team will add the DHL tracking number to the Invoice in the label generation and shipment process
  • Then, we set up a function that will regularly check the DHL servers using that tracking number to update relevant shipment status information back to the CRM Invoice

Code Share of the Week

• Converting Dates into a Usable Date Format
  • Working with dates in the CRM can be a bear, and especially using unsupported date formats just adds an extra twist of difficulty. This function takes in a date time format structured as ‘‘hh:mma – EEEE,MMM dd, yyyy’ and converts it into a usable date format.
  • The initial toDateTime(“hh:mma – EEEE, MMM dd, yyyy”) converts the date time into 26-Mar-2024 12:00:00.  Then adding the toString(“yyyy-MM-dd HH:mm:ssX”) converts it further into 2024-03-26 12:00:00-07.  This is closer, but we still need a ‘T’ in the middle and for the time zone to be in a 00:00 format.  
  • The final result of 2024-03-26T12:00:00-07:00 can then be used in the CRM to update date time fields.

New On Zenatta

• Zenatta Blogs
  • Make The Most of Zoholics Austin 2024
    • We are thrilled about the return of Zoholics Austin! For many of us, it’s been five years, while others are attending for the first time. We’ve put together this article to help you make the most of the experience. Be sure to say hi if you see us there!

Tips and Tricks

• Master Task Management in Zoho CRM
  • In this week’s tip, Tyler explores the ins and outs of managing tasks effectively within Zoho CRM.

Question of the Week (AZAAZ)

• How to Code a Custom Related List in Zoho CRM
  • In this week’s AZAAZ, we demonstrate how to create custom-related lists in Zoho CRM using Deluge scripting and XML formatting.

This Week’s Quizzes

• Monday Quiz: Which feature will no longer be supported in Zoho Social due to changes in the API limitations imposed by platform X?
• Wednesday Quiz: What is the maximum character limit for an SMS in Zoho Voice?