Zoho News

• Zoho CRM Will Now Require "CRM Users" First Name As A Mandatory Field

• This is a bit of a rambling post.   But the bottom line is the when you set up a New CRM User, you will be required to fill in the "First Name" field.

• Zoho TransMail Leaves Beta and Goes Live

• We talked about this on July 11, 2018, on Episode 1 of the CRM Zen Show, and now 28 months later, it is here.

• TransMail routes Transactional emails. Transactional emails are unique, automated emails like order confirmations that are triggered by your users, often time-sensitive, and contain crucial information.

• 45 of Zoho's existing Applications currently use TransMail.

• Zoho Marketplace for Zoho CRM Passes the 500 Extension Mark

• The marketplace has exploded in the last year.

• Zoho Campaigns Instant Sync for CRM Accounts has been Disabled

• Zoho recently identified that the option 'Fetch Accounts Fields' in Zoho Campaigns Instant Sync was not working.  So we're forced to remove it for any new syncs.

• Not quite sure we get that logic.  But we thought you should know.

Notable Mobile Updates

• Zoho CRM iOS Mobile App Dashboard (Analytics) Update

• Zoho has revamped the Analytics /Dashboards module in appearance and functionality. It now provides a complete overview of the sales process.
  
  

Implementation of the Week

• CRM-Desk Integration to submit deployment/change requests via CRM actions

• Custom module related to Accounts module to store products/services purchased by a customer Account

• When additions/edits are made to this list, data is rolled up at Account level and submitted via function to Desk to notify technical team of required updates

• This automates the hand-off from sales to implementation teams and limits necessary communication to begin change process

This Week’s Reads

• Getting More From Zoho Cliq With Channels - From The Zoho Blog

• A nice write up over on the Zoho Blog about 5 Cliq Channels that every organization should setup

New Blogs, Videos, and Resource Guides

• Zenatta Blogs

• Zoho Workerly Makes Temporary Staffing Easy
  
  

• New Resource Guides

• Zoho BackToWork Admin Guide

• FAQs on Actionable NPS Survey

Application / Product of the Week

• Razer Kiyo

• Full Camera Controls

• Ring Light. Camera. Action.

• Sharper and Smoother

• Specs:

• VIDEO RESOLUTION

• 1080p @ 30FPS / 720p @ 60FPS / 480p @ 30FPS / 360p @ 30FPS

• FIELD OF VIEW

• 81.6 °

• IMAGE RESOLUTION

• 4 Megapixels

• STILL IMAGE RESOLUTION

• 2688 x 1520

• $99 

Tips and Tricks

• Zoho CRM Tab Groups and Module Organization

• Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps!