This Week in Zoho News - CRM Zen Show Episode 117

This Week in Zoho News - CRM Zen Show Episode 117

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Zoho News

  • Zoho People Introduces "Office Readiness"

    • This introduces three forms, to help assess if your worksites are ready to function and accommodate employees and visitors:

      • Work Premises

      • Work from Office

      • Visitor at office

  • New Bulk Mail Merge Monthly Limits in Zoho Writer

    • If you use more that 1000 a month (the current limit included in Paid Plans), then you can now purchase up to an additional 4000 merges as $0.05 each.

    • There is some confusion as to what the limit is based on this postNot sure if you get 500 or 1000 merges with the Professional & Enterprise Edition.

  • Zoho Cliq Updates - September Roundup

  • Upcoming Zoho Creator Updates for October and November

    • The Zoho Creator Team is Rolling out 10 new updates over the next 6 weeks.

  • Zoho People Gets Zia

  • Zoho Bigin Updates & New Integrations

    • Mailchimp Integration and Call Recording lead the list.

  • Zoho is Now Offering "Account Checkups"

Notable Mobile Updates

  • Zoho Sign Gets The Full iOS 14 Treatment

    • The mobile apps for iOS 14 and iPadOS 14 now support App Clips, Widgets, and Scribble.  Here are the details.

  • Zoho Desk For Android Now Supports Ticket Templates

Implementation of the Week

  • Zoho CRM Subform to Zoho Subscription Custom Signup Link

    • Subscription pricing is based primarily on the add-ons chosen by the customer

    • Addon options loaded into custom module in CRM

    • Subform created in Deals module referencing the Addon table created in CRM

    • Sales rep fills in subform to create quote document for customer

    • Once the Deal is marked as Closed Won, custom Subscription link is generated with the proper addons, pricing, and billing frequency

    • This link can be automatically emailed out to the customer to allow them to sign up directly to the Subscription

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Tockify

    • A great embeddable calendar for your Website.

    • Embed in any website

    • Sync with Google Calendar

    • Highly Customizable

Tips and Tricks


      • 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. ____________________________________________________________________________________________________________