Community Digest - August 2018

Community Digest - August 2018



Zoho CRM Meetups:  

 

The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. 

 

Zoho CRM meetups in Canada

Zoho CRM meetups in Switzerland 

Zoho CRM meetups in the US

 

Automate using Functions

 

Function #52: Automatically update the recent event date in the Accounts module. 

Function #53: Automatically name your deals during lead conversion. 

 

Partners' Speak 

 

#HotTip - Outlook 365 IMAP issues with CRM

Round Robin for automated task assignment

Counting the open deals/opportunities attached to your account. 

 

Other useful discussions

 

Having trouble with email templates? Here are a few solutions. 

A custom function to create a new field when a custom field is updated. 

On updating a lookup field if empty. 

On adding a new lead source and editing values in it. 

On multiple unique fields. 

Want to make fields not mandatory? Here's how.

On changing the email address for a user.

Workflow to notify salespeople when deal stage is changed. 


    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,