The CRM Zen Show Episode 237 – Every Desk You Take

Zoho News

• New Geolocation Extension For Zoho Desk
  • Real-time live tracking of all of your salespeople!
• Upcoming Creator Updates
  • Some exciting new updates coming this month, our favorites include the blueprint deluge tasks and OpenAPI specification.
• Zoho Desk Android App Gets Share Ticket Blueprint Transition
  • You can now share tickets during the blueprint transition on the Zoho Desk Android app.
• Zoho Desk & MS Teams Integration Updates
  • New enhancements in the Zoho Desk and Microsoft Teams integration allow you to switch between ticket views and new bots are available.
• Zoho Books 2022 Recap
  • A look back at all the news relating to Zoho Books in 2022.
• Zoho Project Mobile App Push Notification Enhancement
  • Projects mobile app will now have a brief description included in the push notifications.
• Enhanced ASAP SDK For Mobile Apps
  • Customer and new UI updates with ASAP SDK for mobile apps.
• Zoho Workplace: The Future Of Collaboration
  • A unified desktop app combining Mail, Cliq, Notes, and Calendar.
• Twitter API Updates
  • Some updates to Twitter, but with Zoho’s great relationship, you shouldn’t see any changes.
• Zoho Meeting Latest Updates
  • An updated file-sharing feature and new business phone integration come to Zoho Meeting.
• Zoho Social Updates
  • Export your bulk posts and some additional ways to upload photos to your social posts.
• ChatGPT For Zoho Cliq
  • Ask your ChatGPT questions right in Cliq! Now that’s sliq.

Implementation of the Week

• Merging Document/Report Templates via Writer API
  • In this implementation, our goal was to automate the generation of a pretty complicated PDF document by merging multiple templates together
  • The tricky part about this implementation is that not all PDFs are required in each case in the final document
  • Using the CRM, we provide a UI for the user to determine which components are necessary
  • Then, by running a custom function, our script can determine which components are necessary, run the merge for each, then combine them all into one document using the Writer API
  • Lastly, we attached the output PDF to the CRM record for easy access

Code Share of the Week

• Updating Custom Fields in Zoho Finance 
  • This is an update/correction to a previous code share: Populate Custom Fields For Finance Records via Deluge.
  • In that code share, we said that the custom field API names only worked for reading data, but not for writing data. Turns out, you can. However, you still need to pass custom fields into your deluge API calls as a list of maps, where each map contains the API name and the value in two separate key-value pairs.

This Week’s Read

• The Power Of AI In Sales & 5 Ways You Can Use It
  • Take advantage of the new tech by using AI to enhance your sales process.

New On Zenatta

• Zenatta Blogs
  • Boost Your Productivity Inside Zoho With ChatGPT
    • An easy walkthrough of how to integrate ChatGPT with Zoho Notebook and Cliq!

Tips and Tricks

• How To Create Multiple Associated Records With One Zoho Form
  • Create a workflow in Zoho Flow to create multiple records when just one form is submitted!