Community Digest - July 2020

Community Digest - July 2020



Announcements:

Zia is now a separate category in the setup page. Take a look.
Rolling out new changes in CRM logo and Menu bar.
Introducing Zoho Directory integration with Zoho CRM.
Enhancement in Portals: Edit records and access subforms added by other portal users.
Trimming down the list of Timezones in Zoho CRM.
Associate emails with records using Outlook in Zoho CRM.
Depreciating the old OAuth tokens for sandbox environment APIs.
Zoho Marketplace houses a wide range of extensions to enrich your experience with Zoho Products. Take a look at what's new on Zoho Marketplace for July 2020. 

Also, here's a list of extensions released for various Zoho Products - 
Zoho CRM: 

Zoho CRM Mobile  app:

Zoho CRM sports an all new logo  and Checklists now available in Zoho CRM IOS app.
Multiple Sales Pipeline to meet your business requirements in Zoho CRM mobile app.
'Sign in with Apple' is now supported in Zoho CRM iOS mobile app.
'Events' module will now be renamed as 'Meetings' in the CRM mobile app.
Multiple organizations and deep linking feature can be accessed from the Zoho CRM mobile app.

Kaizen:

Kaizen #38 - Calls #API
Kaizen #39 - Deals #API

App Spotlight:

App Spotlight brings you hand picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps.

Tips and tricks in Zoho CRM for Mobile:

Discover effective ways to leverage your productivity with useful tips and tricks in Zoho CRM for Mobile.

Useful Discussions:

Take a look at the concluded Ask The Experts to get better insights on the functionality of the new features in Zoho CRM.
Extension Pointers: Handle real-time data updates using webhooks between Zoho CRM and third-party applications.
Looking for the count of related list to update a single record? Here, what you've missed!
Best practices for improving banking process efficiency with Zoho CRM.
Our MVP, Micheal trow shares a comprehensive solution on MS Exchange Sync module needs to have basic authentication enabled.
Here is the snippet of function to convert a Unix Timestamp to DateTime.
Want to create a not clickable one document with Zoho CRM email template? Check this out!
Getting authentication failed message when making API calls? Here are the reasons.
Take a look out our MVP Champ, Micheal Trow's detailed snippet on the importance of mapping the record field 'first call' with Zoho Analytics.
A round of applause for Andres, one of our Zoho Enthusiasts on sharing a workaround on assigning all the potentials to a generic account. 

CRM Admin Chat Room:

Want to master sales concepts in Zoho CRM? Ask your whys and hows in the "CRM Admin Chat Room"- an exclusive space for you to discuss instrumental sales concept with experts and peers - 

My Zoho Story:

Exclusive interviews with our users from various industries across the globe where customers share their journey and key takeaways to inspire and empower their businesses - 

Word of the day:

Introducing our addition to Community Learning Series - Word of the day. This series is a fun way to help you understand the day-to-day CRM features and jargons. Follow the Word of the day series for better grasp of CRM terminology. Check it out now!

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        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,

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