The CRM Zen Show

This week we talk about:

• Mail Merge Enhancements August'23

• Zoho CRM Adds Unsubscribe Page Customization

• Zoho Calendar August 23’ Updates

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

• Read the show notes: https://zenatta.com/episode-266/

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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. We have a customer who dropped off a serialized item that they own that we are performing repairs on. We then sent it to our technician at another location to perform the repair. I need to be able to track that the customer dropped the item off to me, I received the item, transferred it to our technician and repairs are being done, and then collect payment when the repairs are finished, and track that the item was returned to the customer. Since it's not our Inventory, I don't think adding it as an item and performing transfer orders in Zoho Inventory would be the correct approach to track its movement. Any ideas for how to handle the scenario?

• 💬 2. We currently have two [Zoho Mail Basic] accounts and would like to upgrade it to 50 GB. However, we are having trouble understanding how to do it. Could you please help me?

• 💬 3. How do you set availability for a meeting with a CRM User or CRM Group so the full day isn't open for bookings, but just the hours you want to open?

• 💬 4. What is the best community to learn and share experiences about Zoho One? 

• 💬 5. We are currently on Creator v5 and have the option to upgrade to v6.  One of the main goals with Creator is to create a customer portal for our agencies.  It seems as though everywhere I read, people are pointing to ZPortals however we would like to grasp the full capacity of Creator prior to going down that route. Do you know the difference between the v5 and v6 and would you recommend staying with 5 or upgrading to 6?

• 💬 6. Hi I’ve been using Zoho Books API for the last 7 years. I’ve never run into any throttling or limits per minute. Then July 2nd we were hit with throttles. Zoho told me that the limit was 100 per minute. So, I adjusted any code that was making API calls so it would be well below the 100 per minute. Then I hit another throttle at the end of July and they notified me that the limit was now 30 calls per minute. Is anyone else experiencing this? Seems to me that now the API is only useful for API calls such as creating a record. You can’t query the API for anything more than a record or two. Additionally if you have a scheduled function running in CRM or Books it’s not going to be able to do much with those limits and schedules only running every 30 minutes. Seems to me the next best option would be to have cron jobs running on a separate platform such as Google Cloud, Zoho Catalyst, etc if you need to do any large querying/retrieving or mass updating of data via the API

• 💬 7. Linkmatch sounds like a great tool, but I'm wondering if there are any security concerns with it being a tool outside of the Zoho universe. I'm also wondering if there are any issues with violations of LinkedIn's policy. 

Here are the links to the help articles discussed:

• Question 4: Club Zenatta - https://club.zenatta.com & Zoho Community - https://community.zoho.com/   

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

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🧠 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 CRM Deprecating Activities Module

• Subform Field Limit Increase

• Zoho Writer Desktop App No Login Required

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

• Read the show notes: https://zenatta.com/episode-265/

💥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. Is [Zoho Social’s direct messaging feature] triggered by entering a phone number for the direct message recipient?  Can it group direct message people?

• 💬 2. Hello, Do you have any tutorials on how to activate or enable taxes in Zoho books? I need help regarding Property tax Payable account - this is a current liability in my chart of account but does not appear every time I categorize or make a JE.  I need some help, please.  Thank you

• 💬 3. I was wondering if anyone can weigh in here on the best way to set up the CRM for my use case. For every lead we bring in there are 3 possible outcomes: Member, Agent, Client. Each lead can be a client multiple times. and they can also be a combination of Member, Agent and Client. How would I/can I structure this in relation to the modules that already exist or need to create? 

• 💬 4. Dialing from CRM on mobile uses your phone not the RingCentral app, does that mean it uses the phone dialer or data on my cellular plan?

• 💬 5. In Zoho Flow’s "Create or update Zoho CRM contact",  I want to fetch a contact and then update that contact, but the update action in Zoho Flow only requires me to enter the “Last Name” field.  It seems like Flow actually uses “email” to find unique records, but “email” is not a required field.  Should we always use both “last name” and “email” to be certain that it will update correctly if two contacts have the same “last name”?

• 💬 6. We have accessible image URLs field data, but I don’t see a way to build Canvas designs in CRM that allow you to add an image using these source URLs.  There’s an Image element, but it seems to only allow a static URL at design. If it’s not available, is there a recommendation to generate this in Canvas designs or build a custom field in the records to show the image (i.e., to make available as an element in canvas)?

• 💬 7. I am a travel agent and I can't use any of the Zoho credit card options because they all process the card. I use the client's card info directly with the travel supplier  so I need to see all of the card information to do this. Would the vault solution in the portal be the answer to this limitation?

• 💬 8. You mentioned the "roles” in projects are just tags, but does Zoho Projects have the capability of catering to the traditional record hierarchy like Zoho CRM can? 

• 💬 9. [Can you] change the background [of a Zoho Creator HTML snippet] into an image? Are you able to make [HTML elements on a Zoho Creator Page] clickable?

• 💬 10. Could you do the same or similar process for eBay or Amazon [as you did for Shopify]? 

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

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️YouTube 

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️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 Officially Launches

• Zoho CRM Introduces Profile Based Home Pages Sharing 

• Zoho Analytics Updates - August’23

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

• Read the show notes: https://zenatta.com/episode-264/

💥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. If we want to use Zoho Analytics data only for Zoho One users and not third parties, how would we share it, if we don't want to allow making views public? 

• 💬 2. Do you know if there is a way to have some of the knowledge base articles directly on a WordPress site? 

• 💬 3. Is there any way to do a static meeting room (like zoom) in zoho meeting?

• 💬 4. Are [CRM native attachments] searchable using the global search in the top right corner? 

• 💬 5. I realized I can’t delete a Zoho Projects admin from any project. So whoever is admin can’t be restricted from accessing projects that might be restricted because of an NDA. Whenever a Zoho specialist needs to modify Zoho Projects they can’t be restricted from accessing all projects. How are you handling this?

• 💬 6. With Projects I could associate a team folder with all customer folders in it but it does not allow sub-folders to be associated with Projects. So in Workdrive I could not even have a team folder “Projects” with subfolders for each project. The only solution support gave me was to have a team folder for each project so Workdrive would have hundreds of folders on the top level without structure. What do you suggest?

• 💬 7. Does [the WooCommerce Integration with Zoho Inventory] do two-way syncing? if I update prices or inventory in Zoho, does it reflect in WooCommerce?

• 💬 8. I have a custom module in CRM and I actually need to send out a W-9 to people in that module. I have all their info except their SSN and I would like to use a TEXTBOX or FILLABLE FIELD to allow them to enter their SSN on the form. But I can't figure out how to integrate all the fields I have in CRM on the form and ADD the 'fill by them' field for the SSN. All I can seem to figure out is to add their signature/initials to the CRM template. Any ideas?

• 💬 9. Are you willing to share the script or how [the Zoho Books to Stripe POS Integration] was implemented?

• 💬 10. Is it possible to apply proper capitalization [in Deluge] if the first letter of [a string] isn't already capitalized?

• 💬 11. When testing my [Campaigns] workflows, I typically use a plus sign in the email so that I can sign up a few different users with the same email. However, these Leads/Contacts are skipped in the Zoho Campaigns sync due to “Invalid Pattern”.  Is there a way to change this, or a different method for testing live flows?

• 💬 12. I have a number of workflows that [update Lead] status. However, these leads aren’t entering [a blueprint associated with a related status]. If I manually change the status then the BluePrint works perfectly. How do I get the Workflows to daisy chain and make the Lead enter the Blueprint?

Here are the links to the help articles discussed:

• Question 7: https://www.crmperks.com/plugins/woocommerce-plugins/woocommerce-zoho-plugin/ 

• Question 9: https://club.zenatta.com/c/code-share/stripe-reader-payment-api-for-zoho-books  

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

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️YouTube 

️Newsletter

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️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 Creator Canvas Builder!

• Zoho Tasks Rebranded to Zoho ToDo

• Zoho CRM Enhancements to Activity Related Lists

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

• Read the show notes: https://zenatta.com/episode-263/

💥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 Desk [...] we added a “From Email Address” for each agent. Instead of getting a [reply] from support@ a customer would get a [reply] from brett@ or whoever replied to the ticket. I like it being more personal but [...] I could not find a solution to automatically use the personal from address of the user by default when answering [...] a ticket.

• 💬 2. If a user shares a ticket with another department those tickets are not [...] visible in the “All tickets” view. [...] The ticket would only show up if somebody regularly checked [...] a specific “shared ticket” view. Is there a solution for [...] making sure shared tickets are taken care of?

• 💬 3. If I set [up CRM email settings] for another member of our organization, would it affect the CRM if I log out of that account?

• 💬 4. I have [knowledge base] articles in English and Spanish, but the [SalesIQ Zobot] only replies [with] the English articles. [...] If a user types a question in Spanish,  can the bot find [articles in Spanish?]

• 💬 5. I'm curious to know if it's possible to [...] include articles [...] from either Zoho Learn, Zoho Writer, or Zoho Notebook [in a response from Chat GPT?]

• 💬 6. I’ve created a “List-Opt out” check box in the CRM as well as checkboxes for the Topics in Campaigns. [...] Inside the CRM email templates I have [an opt-out] Form that updates the Record. I don’t use the “unsubscribe” function. [...] I’ve set up a workflow that emails me to say someone has Opted out [via the default CRM “opt out” field] and I then manually [update] the “List Opt-out” box and uncheck the “Opt-out” box. Thoughts?

• 💬 7. Is it possible to have the Answer Bot active while not having the Live Chat active on the website?

• 💬 8. I have all of my [LinkedIn Contacts] inside the CRM. [...] Should I use a CRM Form and link it to a Newsletter field in the CRM and then sync that with Campaigns or use the CRM sign up form?

Here are the links to the help articles discussed:

• Question 6: Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM  

💥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:

• Bigin API Version 2.0

• Canvas Builder Enhancements

• Zoho Cliq Adds Active Noise Cancellation

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

• Read the show notes: https://zenatta.com/episode-262/

💥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. If I set [a zoho subscriptions] coupon to “forever”---will that  [apply] the same discount each month automatically?

• 💬 2. A member of staff recently decided to create an envelope template for some good old snail mail. We wanted to use the customer's salutation and surname but only the first letter of the first name. What suggestions do you have please? 

• 💬 3. Are there any tutorials or automation examples I can review to assist me with figuring out why [an] automation has stopped working?

• 💬 4. We have a space for each department and added users to each space in Zoho Learn. If we create a new manual and forget to share it with the members of the space, nobody sees it. Is there a way to automatically share all manuals with all users added to the space the manual belongs to? 

• 💬 5. I am starting to use Workflow Rules to automatically update fields based on a selection. [...] I’m concerned that I might end up tripping over with one Workflow changing a field that is the trigger for an unrelated workflow. So a daisy chain effect. Is there a best practice for keeping a track of the fields that are being changed and potentially a trigger?

• 💬 6. I have a folder in my personal Google Account that I’d like to sync w/ [Zoho Workdrive].  I’d like that folder, and the docs inside it to be a folder in [Workdrive]. Can that be done?

• 💬 7. I’d love to know more about the best practices related to integrating Campaigns with Zoho CRM. As the new sync is by default one-directional, I’m curious if you recommend customers keep track of things like topic preferences, email validation check fields etc., within CRM and push to Campaigns, or if it’s just easier to keep this purely within Campaigns.?

💥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