Zoho News
- Zoho CRM: Enhanced Email Access Permissions
- We have been waiting for this for a long time. A major enhancement letting you get more granular with email permissions.
- Zoho CRM: Kiosk 1.1 Release
- A handful of enhancements to both components and actions. We are dropping this week’s tip today that covers these new enhancements.
- Zoho CRM: August’24 Community Digest
- Better late than never. Here is August’s community digest for Zoho CRM.
- Zoho Desk: Customize Ticket IDs for Enhanced Tracking
- Apply your own ticket numbering system now. Add a prefix, suffix, and choose the next starting number.
- Zoho Desk: Agent Attendance Tracker Extension by Zoho
- Agents can now track their time easily within Zoho Desk.
- Zoho Desk: Enhanced Knowledge Base Article Organization
- Before you couldn’t set a custom order. Now you can create a custom order for your KB.
- Zoho MA: Instagram Now Available
- You can now post to Instagram inside MA, just like Zoho Social.
- Zoho Creator: CRM Integration goes live for Professional Users
- Previously only available for Enterprise and above users, now Professional editions can integrate Creator with CRM
- Zoho Creator: September’24 Monthly Updates
- Nothing major this past month. Some minor enhancements to flow and other QOL feature enhancements.
- Zoho Recruit: Pixel Tracking
- If you’ve done Meta ads, you know all about Pixels. You can now utulize Pixels to track candidates inside Zoho Recruit.
- Zoho Flow: Sendmail Statement Update
- Just like the other news the past few months, if you are using a public email, this will no longer work for Flow.
- Zoho Social: September Udpates
- And wrapping up the news, you can now create longer posts with X premium accounts and the Bulk UI received an update.
Implementation of the Week
- Custom Integration for Zoho CRM and Recruit
- In this implementation, we’re working with a recruiting company that uses CRM and Recruit who is looking to map their full process between the two applications
- First, we use the native integration to automatically create Job Openings in Recruit based on certain types of Won Deals in CRM
- This connects those records nicely, and allows for a seamless hand-off from the sales team to the Recruiting team
- Next, we built custom integration actions to continuously update the CRM Deal based on progress in the Job Opening
- Lastly, we added and automation that writes Candidate data from Recruit to CRM upon successful hiring, so that the CRM has a full dataset about that recruiting engagement for the long term
Code Share of the Week
- Zoho Creator Script to Easily Download Files from Subform Using API
- This script retrieves files from a specified subform in Zoho Creator. The subform is selected as a column in the Quick View layout, and the script uses the Zoho Creator API to fetch the files associated with a specific record.
New On Zenatta
- Zenatta Blogs
- Choosing The Right Online Appointment Scheduling Software
- We’ll save you a lot of time, Calendly or Acuity are excellent. If you have limited booking needs, Zoho Bookings might be a good fit.
- Choosing The Right Online Appointment Scheduling Software
Tips and Tricks
- Zoho Forms Builder Gets a Makeover | New Features Breakdown
- The theme builder finally received some love. Goodbye 2000s and hello 2010s.
