Zoho CRM Community Digest - June 2023

Zoho CRM Community Digest - June 2023



Hello Everyone! 


In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June.


Keep reading to explore what June had in store for us!


Zoho CRM product updates:
  •  Zoho CRM's Voice of the Customer (VoC) solution helps channel customer feedback from different channels and provides actionable insights through dashboards. We're excited to share that VoC, currently in beta, has expanded its capabilities by including Calls as a supported channel. Check this post to know more. 
  •  If you're using old password-based authentication for MS Outlook or Office 365 email integrations, it's time to switch to OAuth-based authentication. It's crucial to update your configuration to the new authentication method to maintain uninterrupted email functionality. For detailed information, refer to this post.
  • Introducing the revamped canvas view, replacing our old module view editor with the all-new Canvas builder. This upgrade not only lets you customize the visual design of your database, but it also enhances the overall user experience. Discover more about the enhanced views and additional components added to the Canvas builder in this detailed post. 


 Useful Discussion:

  • Is it possible to prevent users from making changes to the deal stage until they enter specific data? Explore the methods mentioned in this post.  
  •  Check out @Anonymous User's response to find out how to include all the leads created within a specific period, including the converted leads, in the same report.
  • Check the comments by @Anonymous User as he demonstrates how to use the Substring Formula Function to update a custom field with a value fetched from another field, excluding a select number of initial characters. It's a handy approach for similar requirements.   

 

 Functions:

  •  @Anonymous User's clients often reorder within a specific time period and were looking for a way to measure the reorder behaviour. Use the deluge script shared by @Hugh to find the average time in days between the deals.
  • While using Functions to move records from Contacts to Leads, did you know that you can also move the related list entries along with the field values? Check this post for more details.
  •  Explore the technique of extracting the domain from a URL present in the 'Website' field by using the code provided by @Anonymous User. Additionally, make sure not to miss the delightful dessert shared by @Wilson Tiru as a token of gratitude to @Bhoomi for her assistance. It's heartwarming to see our community members supporting each other.
  •  Explore how to leverage Functions to efficiently update a specific field in multiple associated deals simultaneously when a related field is updated in the parent module. Check this post to learn more.


 Dev's corner:

  •  Learn how to upload files to the File Upload field in Zoho CRM by referring to the Deluge code-shared by @Praveen. 
  •  Want to know how to call a connection from within a client script? Check the solution shared by @Anonymous User in this discussion to learn more. 
  • Don't miss the interesting suggestion proposed by @Anonymous User on using Client Script to determine whether your users can create or edit a record.
  •  Explore the suggestion shared by @Haiku Technical Support on how a standalone helper function can be used to simplify the XML building process for adding custom Related Lists. 
  • Learn how to lock specific fields of a record based on values in another field using Client Script. Check out this post for more information.

 

 Kaizen:

  •  (Kaizen #88) - This post provides a comprehensive overview on the usage of various APIsrelated to Assignment Rules in Zoho CRM
  • (Kaizen #89) - In this post, you will discover a step-by-step guide on how to apply color codes to the List and Detail Pages of Zoho CRM using Client Script.
  • (Kaizen #90) - This post covers various aspects related to CRM Variables and variable groups. It explains their definition, creation, updating, and deletion using both the API and the UI. Additionally, a simple example in Deluge demonstrates the usage of a CRM variable within a function.
  • (Kaizen #91) - This post delves into the implementation process of lookup filters using Client Script. Read more to explore the steps involved in incorporating these filters.
  • (Kaizen #92) - This post delves into the utilization of bulk read APIs and provides insights into structuring the criteria format for various field data types in PHP SDK, specifically based on v4 APIs.


Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!

 

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