Check out Episode 84 of the CRM Zen Show - Be sure to subscribe to never miss an episode

Check out Episode 84 of the CRM Zen Show - Be sure to subscribe to never miss an episode

Here is what happened in the world of Zoho last week, as discussed on Episode 84 of the weekly podcast, The CRM Zen Show.

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Zoho News

Notable Mobile Updates

  • WorkDrive Mobile Updates
    • A bunch of updates for both Android and iOS in this release.
  • Zoho People iOS Update
    • Call Directory Integration.  View the caller’s info inside Zoho People Application.
    • WhatsApp Integration

Implementation of the Week

  • Backorder Reporting in Zoho Analytics
    • Utilizes Zoho Inventory - Zoho Analytics connector
    • SQL Table to calculate current stock on hand, current open sales order quantities, and current open purchase order quantities
    • Summary table of items, filtered to those with where open sales order quantity is greater than current stock on hand
    • Provides a single view to see all items that are back-ordered, categorized by the vendor
    • Open purchase order quantity highlights items where the new purchase is not necessary

Things We Noticed

  • Stacked/joined filters in Zoho Analytics dashboards

This Weeks Reads

Application / Plug-In of the Week

Tips and Tricks


      • Sticky Posts

      • Connect with Zoho users from your industry, virtually!

        A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
      • Feature update: Advanced security settings

        We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists