Customer Spotlight: Zoho CRM Transforms the Way a Business Tracks Customers AND Equipment

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ProSound

In 1999, Chester Hull saw a major opportunity in the consulting industry.  As an ordinary consumer, Hull began to take notice of how frequently he was put on hold when calling companies for support, inquiries, or product information, and how often the experience was relatively unpleasant.

“How long will I be on hold for?  Why is the ‘hold music’ so awful? When will I reach a real person to talk to?!”

Hull seized the opportunity to address this common customer pain and started his company Prosound to alleviate this pain.  His goal was to work with companies around the globe to offer an amazing customer phone experience.

For the first seven years of business, Prosound tracked its customers with spreadsheets and various database programs.  As the customer base grew, so did the data that needed tracking.  Additionally, the aspect of mobile integration offered a valuable opportunity for Prosound which was impossible with the current customer tracking approach.  Hull decided that if Prosound wanted to take business to the next level, he needed flexible CRM solution with mobile integration.…


All in a day’s work..

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Recently, I came across a wonderful article shared by a friend on 6 personality and work environment types. The work environments recommended according to personality types made a lot of sense.. I found myself mentally screening myself and other friends, if we were in the right jobs.. Most of us, thankfully, are.

What also set me thinking was, is it possible for one person to assimilate in himself all the personality types and thus be suitable for any work environment?

The answer stared at me like a writing on the wall. YES. If we consider each personality type to be a hat, wearing a different hat at different times is what we all do. Only we don’t do it consciously. And more importantly we are not forced to do it. But what about those who do it consciously and with elan? Who you ask.…


Now Possible: Scheduled migration of data into Zoho Creator from MS Access and MS Excel

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Migrating data between services is a pain, regardless of the services. We’ve always been for simplifying these tedious tasks, because most of Zoho Creator users have the need to synchronize data from in-house applications (ERP system for example), with their custom apps in Zoho Creator.

The Zoho Creator migration tool was a result of a conscious effort to simplify data migration. The tool made it easy to create new apps during migration or migrate data into existing apps. Now, we have enhanced the tool to support command line option for uploading data from files. This version of the tool allows you to perform tasks on Zoho Creator, right from within the command line interface. You can

Create an application
Create a form
Add records
Update records
Add or Update

This makes way for cron jobs; customers can schedule synchronization of data from in-house apps like MS Access or MS Excel, with their custom Zoho Creator application, without manual intervention.…


Zoho Creator’s Calendar View Evolves Further

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Dates are important. Every transaction, every deadline, every memory, every milestone has been date-driven. In Zoho Creator too, be it scheduling emails, calculating due date or restricting form activity to working hours, date fields are irreplaceable. That urged us to push them further. The makeover has left the date fields and calendar views better than before. Here’s what has happened.

One, is the ability to restrict the days on which appointments can be requested on public calendars; working days and working hours. Users will be permitted to create events only within this duration. We’ve made it customizable to suit your locale and culture because Friday is not the end of the week in all countries (Russia, for instance).

The second enhancement, is support for week and day views, in addition to the month view. You can now pick the desired view to filter the appointments.…


Announcement: Zoho Creator API now supports Authentication Token

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Previously, an API included a ticket that had a lifetime of 7 days, after which it would expire. The API had to be updated with a new ticket once every 7 days. This was getting tedious as there was no way you could automate this process. As a measure of minimizing manual effort involved, we introduced Authentication Tokens to API’s.

The Authentication Token is bound to an account. Generating it is a one-time activity, and is valid for eternity. This token can be used in all your API calls. All the tokens associated with your account can be managed in Zoho Accounts.

Authentication Token is certainly better in every way, so we strongly recommend all Developer API users to switch. Here is how you can generate the Authentication Token. In order to enforce this better alternative, we intend to discontinue support of API tickets and API key. API users will be notified well in advance.…


Short-circuit evaluation enhances Zoho Creator performance

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In plain English, “Short-Circuit” is the intelligence of an algorithm to skip processing the remaining part of a condition, if the desired results have been achieved mid-way and the rest of the condition will not have any effect on the result.

Executing scripts unnecessarily can exhaust resources. Short-circuit ensures that the results are achieved by executing scripts the minimum number of times possible.

Consider the following expression that has two operands, A and B.

If A is True, (AND) B is True, then execute script.

It means, the script has to be executed when both A and B are true. To find that out, both A and B have to be tried. But what if A is tried first, and is found to be false? Regardless of what B turns out to be, the script will not be executed because one of the two (A) has failed. There is no point in trying B. Short-circuit is responsible for skipping B.…


Zoho Creator: Not-so-minor enhancements – Episode #1

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Zoho Creator is one of our services that is frequently updated. Some of these are major, and get all the attention they deserve, while some are not major enough to make news, but are still significant. Here are such updates to three existing features, that were specifically asked for by our community.

Options of radio button and check-box in 3-column layout

Radio button and check-box fields are meant for fields with multiple options. They worked fine, except that when having many options, they would appear as a long list. Hereafter, it can be arranged in one, two or three columns.

Image field supports uploading of images

Image fields have been able to fetch an image from a web URL. Now, in addition to that, they are capable of locating an image on your local storage devices, and uploading it.

File upload via email attachment

Adding records to Zoho Creator forms via email, now supports uploading of files too.…