This Week in Zoho News - CRM Zen Show Episode 109
Zoho News
Zoho has been certified for compliance with the ISO 27701:2019, which is related to Privacy Information Management Systems.
True Offline allows you to continue to work smoothly even when your connection is suddenly disrupted
A really nice resource for recruiters. To quote Zoho it is: Recruiting resources for recruiters, by recruiters. It has a podcast, blogs, resources, and more.
Check out the site here: fullonrecruiter.com
This is a very nice change. It will allow for the actual testing and usage of Sign applications without having to buy credits.
New Chart Options and Advanced Analytics for Sage and Instagram
You can now secure your training sessions by setting a unique passcode.
Originally it was being killed on August 31, and unfortunately, it will still be deprecated with no real replacement in sight. See Michelle Carter’s great breakdown in the comments here.
Implementation of the Week
Zoho CRM Subforms for Custom Quoting/Product Management
Subforms can be used to create table sections in a CRM record
Subforms can include lookup fields, which can be used to link each line item to a CRM Product
Products can be added with default prices, but the subform also allows for price adjustments
Totals can be rolled up for items in the subform
Subforms can readily be used in mail merge document creation via Zoho Writer, which can produce formatted proposal/quote documents with product information
Things We Noticed
Zoho CRM Reports can now be filtered based on Territory
This Weeks Reads
It's Still a Young CRM Market - by Denis Pombriant for CRM Buyer.
An interesting take on how much room for growth there is in the CRM world.
New On Zenatta.com
Zenatta Blogs
New Zenatta YouTube Videos
New Resource Guides
Application / Plug-In of the Week
One of the most useful Plugins for WordPress that allows you to:
Display any posts, pages, uploaded images, embedded videos, custom post types (WooCommerce products, events, etc.)
Filter and sort by category, tag, custom taxonomy, and custom fields
$39 Annual License Fee
Tips and Tricks
How to Find Your Statistics for Mass Emails Sent From Zoho CRM
This 1-minute video shows you how.
Topic Participants
Wayne Martin
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________