Making Zoho Work For You
Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business, but only if your employees actually use them. At Zenatta Consulting, we are a Zoho Partner that understands how to build systems your employees will use, giving you the information you need to make informed decisions about your business.
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Our Services
Zoho Consulting
& Implementation
As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.
Zoho Finance
Services
Professional back office accounting services catered to your individual business needs.
Zoho Creator Services
Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Our
Marketplace Apps
Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!
Zoho Partner of the Year
in the Americas.
Learn Why Companies Choose Zenatta As Their Zoho Partner
Zoho Partner For Over 700 Clients Across Many Industries...
Did We Mention Our Content?
New Zoho Videos
Every Week!
We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.
The Ultimate
Zoho Resource Library
Find all of our content in one location including blogs, full write-ups to our YouTube content, Zoho resource articles, product reviews and more!
Our Zoho
Community Forum
Join us and other Zoho enthusiasts on our FREE online community. Visit club.zenatta.com to join the community for all of this and more!
The CRM Zen Show
Every week we scour the internet for the latest Zoho news. We discuss all of this and more every Friday on our weekly podcast, The CRM Zen Show.
Ask Zenatta
Anything About Zoho
Do you have a specific Zoho-related question? This Zoho Partner has the answers! Check out our Q&A section on Club Zenatta!
Our Zoho Newsletter
Never miss a beat on the latest in the world of Zoho news, our content, code shares and more with our weekly newsletter. Dropped into your inbox every Monday morning at 6 AM PST!
This Week's CRM Zen Show
Zoho News
- New App
- Zoho Solo: New Application for 1-Man Armies
- What is Zoho Solo?
- Another month, another new application! If you’re a solopreneur, this lightweight mobile app might be perfect for you.
- Zoho Solo: New Application for 1-Man Armies
- Sales
- Zoho CRM: Enhanced Auto-Response Rules for Webforms
- You can now create multiple auto-responses per module.
- Zoho CRM: Enhanced Subform Management on the Details Page
- Shoutout to the CRM team for this update! This long-awaited enhancement allows for quick edits of subforms.
- Bigin: Zoho Projects Integration
- This integration, or should we say topping, looks even better than the CRM one.
- Zoho CRM: Enhanced Auto-Response Rules for Webforms
- Finance
- Zoho Books: October’24 Updates
- This batch includes a handful of minor updates, but one worth mentioning is that Zoho Payments can now be configured in Zoho Books.
- Zoho Billing: Hosted Payment Page Changes
- PSA: Be sure to check your hosted payment pages, as the domains are changing.
- Zoho Payroll: New Premium Plan
- The premium plan introduces several new features, including custom functions, workflow rules, and advanced approvals.
- Zoho Workerly: Open Shifts (Beta)
- Post your open shifts and let your temps quickly step in to pick them up.
- Zoho Books: October’24 Updates
- WorkDrive
- Zoho WorkDrive: Watermark Feature
- Directly in WorkDrive, you can press a button to easily apply a watermark to your intellectual property.
- Zoho WorkDrive: Outlook Add-in
- The title says it all.
- Zoho WorkDrive: Image Editor
- It’s not Canva, but it’s a great new feature—now you can edit, crop, resize, and overlay images directly in WorkDrive.
- Zoho WorkDrive: Watermark Feature
- Other Applications
- Zoho Forms: New Form Builder
- We covered this in last week’s tip.
- Zoho Sprints: Q3 2024 Updates Key Features
- In case you missed it, here are all the updates for Zoho Sprints from Q3.
- Zoho SalesIQ: Azure AI Translator
- SalesIQ now supports bi-directional translation for all chats using both Google and Azure AI translators.
- Zoho Cliq: Live Events
- Host a live event on Cliq with up to 1,000 attendees.
- Zoho Sign: List of Countries Legal Frameworks
- A great write-up by Zoho, consolidating all the legal frameworks of the various countries that Zoho Sign supports.
- Zoho Developer Community Digest September’24
- And to wrap up the news, developers—don’t miss last month’s community digest, featuring upcoming events for this month, code shares, and more.
- Zoho Forms: New Form Builder
- Mobile Updates
- Zoho Projects: Milestone Enhancements for iOS
- Add a milestone without having to assign an owner.
- Zoho Desk: IM Replay via Blueprint Transaction (Android)
- You can now reply to IM chats in the ticket’s blueprint transition.
- Zoho Mail: View Conference Options (Android)
- On the event detail page you can now see conference options.
- Zoho Projects: Milestone Enhancements for iOS
Implementation of the Week
- Custom Improvements to Zoho Projects + Desk Integration
- There is an available integration for Projects and Desk where you can easily convert a Desk Ticket into a Project Bug/Issue with a single click inside of Zoho Desk
- However, there are some limitations in this integration
- One big limitation is that it creates the Projects Bug/Issue as owned by the integration owner, rather than the owner of the Ticket in Desk
- To solve for this, we added a Zoho Flow automation that triggers each time a Bug/Issue is created in Projects
- This automation checks if the Bug/Issue came from a Desk Ticket, and if so, it pulls the Owner from that Ticket to add as the Owner of the Bug/Issue
Code Share of the Week
- Seamlessly Transfer Files from Zoho Creator Subform to WorkDrive
- This standalone function allows users to download files from a Zoho Creator subform and upload them directly to Zoho WorkDrive. In order for this to work, the report being referenced should have the upload file field selected for display in the Quick View Layout.
New On Zenatta
- Zenatta Blogs
- Zoho CRM – Tips for Successful Lead Management
- Whether you’re new to Zoho CRM or a seasoned user, here are some tips for your sales team.
- Zoho CRM – Tips for Successful Lead Management
Tips and Tricks
- NEW! Kiosk 1.1 Update Overview Zoho CRM | New Feature Breakdown
- In this week’s tip, Tyler provides an in-depth review of the latest features introduced in the newest version of Zoho CRM’s Kiosk.
This Week’s Quizzes
Why Choose Zenatta As Your Zoho Partner?
01.
We Are A Zoho Premium Partner
02.
Top Tier Development Team
03.
We Make Zoho Work For Your Business Needs
04.