Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, July 12, 2024, and hosted by Brett Martin & Tyler Colt.

UPCOMING LIVE STREAMS
Zoho & Avalara Product Demo
August 20, 2024, 10:00 AM Pacific Standard Time
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*Google Address AutoComplete Extension*
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Zenatta CRM Health Check Extension
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TIMESTAMPS
This Episode Was Produced By Podcaster Zen
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0:00 Intro
1:48 Zoho Team Training Advertisement

Zoho News
3:30 Zoho CRM Optional Fields for Blueprints
5:21 Zoho CRM expands Actions by Zoho Flow to Standard and Professional plans
9:30 Duplicate Image Detection with Zia Vision
12:39 Zoho Books July’24 Updates
15:04 Bigin & Samsung Partnership
19:38 Zoho Social June’24 Updates

Implementation of the Week
20:41 Zoho Forms Integration to CRM for Adding Subform Entries as Contacts

Code Share Of The Week
24:59 Automated Bundling for Composite Items
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New On Zenatta
28:40 Mastering Tax Management in Zoho Books and Enhancing Compliance with Avalara
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Tip Of The Week
31:46 Template Customization in Zoho Books
   • Template Customization in Zoho Books  

This Week’s Quizzes
What is the main advantage of dynamic filters for lookup fields in Zoho CRM?
   • Post  
What does the enhanced duplicate checking feature in Zoho CRM now allow users to do?
   • Post  

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ABOUT US
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

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