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The CRM Zen Show – Episode 49 – Flying Solo

Zoho News

  • Microsoft Core Applications Get Added To Zoho Flow
    • Outlook, Excel, Teams, OneDrive, OneNote
  • Finance Suite Updates
    • Books
      • New Reports – Daybook, Account Type and Account Transactions Report
      • Track Costs Associated With your Project
        • You will now be able to create bills, sales & purchase orders, credit notes, and vendor credits directly from a project.
    • Invoice
      • SMS Reminders
    • Inventory
      • Multi-line Custom Fields
      • Improvements to iOS and Android Applications
  • Updates for Orchestly
    • Orchestly’s custom functions can now be invoked using OAuth 2.0
    • You can customize the ‘From’ address of email notifications sent from Orchestly
      • Coming soon:
        • Orchestly will integrate with MS Teams
        • Zoho Sign- allowing users to add a signature to their documents.
        • Document merge supported by Zoho Writer which lets you add attachments automatically to the emails sent from Orchestly
        • Zapier and Zoho Flow – done and will be released shortly
  • Updates to Sprints – 5 Updates
    • Task Reminders
    • Actual vs Planned Report
    • Time Sheet Grid View
    • Zoho Desk Integration
    • Google Apps Integration
    • Here’s what you can expect in our third quarter:
      • Custom tags 
      • Zoho Projects Integration 
      • Linking Items 
      • Kanban 
      • Roles and permissions

Things We Noticed

  • Zoho Fixed Alpha Sort in CRM

This Weeks Reads

Application / Plug-In of the Week

Tips and Tricks

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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