The CRM Zen Show

This week we talk about:

• Zoho Introduces Cliq 5.0! 

• Zoholics Austin TX 2024 Announced

• Zoho’s Bid to Rival GitHub Copilot

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-273/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

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️Newsletter

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️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho CRM Assignment Threshold

• Zoho Billing October'23 Updates

• Zoho Social Introduces "Inbox"

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-272/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. About crews in Zoho FSM, are you sure the description you gave in this video is accurate? Because I got the impression that crews are like Teams in Zoho Projects. Just a grouping of individual users.

• 💬 2. Thank you for answering my question [regarding enterprise-scale business limitations in Zoho Books]! Are we going to face these limitations in Zoho CRM as well?

• 💬 3. Any advice on using CRM instead of Zoho One for a small business? We’d love to have a central system for our call center but it’s tough to decide.

• 💬 4. Hey guys, Do you have experience with the Google Ads Integration of Zoho CRM? I heard multiple times that it is either not working at all or is unreliable.

• 💬 5. [When to use Custom Modules vs. Subforms in Zoho CRM]? Could you please share any wisdom you have?

• 💬 6. In June 2023, Zoho Calendar published that integrating with Zoom was an option but as of October 2023, I do not see that as an option. Any idea why?

• 💬 7. [In Zoho Flow,] what min & max values of delay can be set?

• 💬 8. Your position on Zoho Bookings is clear (and shared), especially when it comes to syncing with external calendars. Curious though - what is your view on Zoho Bookings when paired with Zoho Mail/Calendar….keeping it all inside of Zoho One? Do your clients have good feedback on this setup? We are currently using M365 for email (and Calendly) and are considering the move to Zoho Mail + Bookings in the medium term.

• 💬 9. I have an ever-growing number of deluge functions within CRM, Desk, Flow, Creator, and other corners of Zoho, many of which are retired, but which I would like to keep around for future use or reference. I’m just wondering what the best practice is in maintaining large amounts of deluge code. It certainly crowds up the function listings. I imagine copy and pasting unused code out of Zoho would be best. But where? Where does Zenatta keep and reference all its code? Are there applications other people use? Thanks for any and all insight!  

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho FSM September’23 Updates

• Zoho Backstage Introduces Lead Capture

• Zoho CRM A/B Testing Enhancements

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-271/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho CRM Emails From Contact Roles Linked To Deals Added

• More macOS Sonoma Updates

• Zoho Notebook Extension for Zoho Writer

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-270/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. Does it make sense to restrict developers to the CRM sandbox? It would be easier restricting them from seeing NDA restricted data. But would it make life difficult because of other restrictions this might imply?

• 💬 2. I am wondering why Zoho Books is always described as software for small businesses? No mention of mid-size and enterprise business. Could you elaborate on the possible problems of Zoho [...] as a company scales to higher levels?

• 💬 3. I’m curious to know why Zenatta chose to use circle.so for Club Zenatta, rather than one of the Zoho products like Desk’s community feature, or Zoho Connect’s external network. 

• 💬 4. I am in the process of setting up Zoho Projects. I believe it is a good fit but some areas I was missing seem to be showing up in FSM: scheduling of technicians in the field and integration of products/inventory from Books. Then we have to service these clients for years after and upgrade their systems as time goes on and FSM and/or Desk might be better. Trying to understand where Projects should be utilized, now FSM, and even Desk. Wondering your perspective on how these three pieces fit and don’t fit together?

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• iOS 17, iPadOS 17, and macOS Sonoma PALOOZA

• Canvas Now Supports Sandboxes

• Zoho Analytics September'23 Updates

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-269/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho Bookings Introduces Collective Bookings

• Zoho CRM Email Bounce Enhancements

• Zoho Launches Zoho Billing To Replace Subscriptions

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-268/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. [In Zoho Inventory,] can I add unique specifications per serial number? If so, where would that information appear?

• 💬 2. Can we use aggregate functions in js in Zoho Creator? 

• 💬 3. I’ve been researching parsing tools for a future project and implementation and haven’t found anything turn key(ish) that works as a plugin. I tried finding something that would work w/ Flow as well, but not many apps that I see that Parse. Essentially, I want to take a standardized Invoice that is sent to us from a Vendor after they ship us a Purchase Order (or Drop ship a Purchase order to our customer) and parse out the tracking number, carrier, PO Number and ship date. [ ... ] Just wondering if anyone has used anything they found somewhat pluggable but doesn’t require Zapier or another subscription outside of the Parsing service (if needed, not high volume at all, maybe 25-50 a month).

• 💬 4. Is it possible to have an SMS as part of the [Scheduled Emails via Zoho CRM]  workflow?

• 💬 5. How do I analyze the Time Entry on each [Zoho Desk] ticket, Agent-wise, Month-wise or Week-wise?

• 💬 6. I am running into some trouble with Zoho Calendar recurring invites. A co-worker  was creating a calendar invite in Google, and, at one point, had a synchronization configured between the two calendar accounts. I’m not completely certain if there is still a sync configured or not. This person now appears to be configuring the calendar invites using Zoho Calendar due to complaints as outlined below. However, the problem persists. Some of our association members use Outlook as their default calendar within their organizations. Those folks are sometimes receiving two to three notifications simultaneously from our calendar invites which is causing complaints to come in. 

• 💬 7. We have a number of folks that seem to use different email addresses at different times.  When we convert these users from Leads to Contacts, it pushes in, using one of the emails.  When they come back the next time, conversions force us to choose one of those emails, so if we keep the original email this person will not be recognized again. The only way around this seems to be, to create multiple contacts for the same person to account for different emails.  Any suggestions around this or how to have Zoho put this in their set of upgrades? 

• 💬 8. Thanks for the videos...! I have a question... if I have a sales form with a subform with the detail lines, when I save the sale, how do I go and update the stock in the inventory? and how do I make sure that all update operations are completed, if there is a failure that reverts the changes already made, as it would in other languages encapsulating everything in a transaction operation

• 💬 9. 1. What version of Zoho Creator comes with Zoho One as of September 2023? 2. Can older Z1 subscribers upgrade to Creator V6 if that is what comes with new Z1 sign-ups? Mine came with Creator V5. 3.Can either version of Zoho Creator access Custom Applications created within Zoho Connect via API or any other way? I manage an Internal Connect network and an External Connect network. Please address both if applicable.

• 💬 10. Is this a glitch that [a Deal’s] Contact Name doesn’t automatically associate [to a Blueprint created task] when setting up a Blueprint Process?

• 💬 11. If you could choose any provider(s) for phone and SMS, what would your Zoho One/CRM/Desk/Recruit phone and SMS configuration be? What is Zenatta’s core recommendation for the best experience?

Here are the links to the help articles discussed:

• Question 2:   https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-functions/articles/create-and-manage-node-js-functions

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho Campaigns now supports 10DLC!

• Zoho Desk Shared Snippets

• Twitter Rebranded To X In Zoho Social

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-267/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com