Zoho CRM Community Digest - Nov 2023

Zoho CRM Community Digest - Nov 2023


November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout the month, adding an extra layer of interest to November.

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Go ahead and take a look at it.


Product Announcements:

  • Zia Strategy Influencer is a tool designed to guide you with a data-driven approach in defining actionable goals and offering strategies to achieve them. We've recently enhanced it by segmenting contributing factors within the Target Contributors and Anomaly Finder components. This enhancement aims to improve the clarity and relevance of your business goals, enabling you to prioritize efficiently and focus on specific areas, while providing a streamlined approach to achieving your target metrics. Learn more.

  • Zoho CRM has enhanced its export limit to 200,000 records. The revamped feature not only includes the ability to export subform data, set criteria for specific modules, and choose fields according to your preferences but also allows for direct export of records from the list view. This eliminates the need to create separate reports solely for data export purposes. Additionally, administrators have easy access to a comprehensive list of all user exports. To delve into all the details, check out this announcement now!

  • Zoho CRM now offers calendar synchronization with Zoho Calendar and Zoho Recruit, allowing users to mark CRM calendar slots as unavailable based on events from these calendars. The flexibility to mark unavailability without syncing all the events from these two calendars helps to have a clutter-free CRM calendar. Learn more.

  • The latest enhancements to Subform bring advanced customization options to aggregate fields. Previously, aggregate fields supported pre-defined mathematical functions like Average, Maximum, Minimum, etc., apart from Formula Functions and manual entries. This enhancement now provides the flexibility to define criteria, allowing you to select specific values from the entire column while using an aggregate field. The criteria-driven aggregation for specific and relevant data facilitates the creation of distinct views based on different data categories captured in the sub-forms, making data analysis more streamlined. For a comprehensive understanding, check out the full details in this post.

  • We've recently introduced a new credit system for Circuits, featuring a convenient Pay-as-you-go model for additional credits. For more details on this update, check out this post. For context, Circuits in Zoho CRM orchestrate your Functions, where each preceding Function feeds its output into a pre-defined subsequent Function. This automation significantly enhances the efficiency of your business processes.

  • Zoho CRM's built-in CPQ engine now offers Guided Selling, an interactive feature that helps the sales teams with tailored product recommendations based on the needs and preferences of specific customer segments. By configuring a series of targeted questions, each linked to a specific CRM field from either the primary module or a related module, Guided Selling efficiently narrows down a specific set of products that align with your customer's interests. The result? Your sales can instantly generate quotes for the recommended products using CPQ. Learn more about the featured use case here.

  • Zoho CRM has introduced OAuth login support for email relays compatible with providers like Gmail, Outlook, and Office365. This update simplifies and secures the email relay setup process. Discover more about this enhancement here.

  • Zoho CRM Setup Page is getting a makeover for a better user experience. Driven by feedback from the community, this change provides simplified navigation and is built future-ready to meet evolving CRM needs. Explore the details of these changes here for a better understanding.

  • Wizards, a key feature facilitating streamlined CRM data entry across various business modules, has undergone significant improvements. Now offering support for Inventory, Cases, Solutions, and Campaigns modules, this release also brings enhanced limits on the number of allowed Wizards. Dive into the details by checking out this announcement.

  • Zoho CRM accounts now support data migration for the Services and Appointments modules. For a detailed guide on the prerequisites for performing data migration in these modules, check out this post.

  • Zoho Finance integration now supports the selection of different warehouses at the individual line item level. Check out this post to stay in the loop!

Useful Discussions:

  • In a recent update, @Sunderjan Siddharth shared news about the launch of Zoho's new data centers in Canada. To begin with, all new signups get mapped by default to our Canadian DC while migration support will be provided to existing customers soon. Check this post to learn more.

  • If you are seeking to select and update terms and conditions tailored to your chosen product for a Quote, explore the diverse options shared by @Nik in this post. 

  • Gain insights into updating the field criteria in the right sequence and using appropriate operators for report creation in Zoho CRM by checking out the responses from @Linga Siva P and @Andres in this post.

  • Explore @Andres' response in this post for insights on making a field mandatory, dependent on the field value from another module.


Functions:

  • Kudos to @Bhoomi Joshi for aiding @john! Check out the code posted by Bhoomi here for uploading files to a field using Functions.

  • Big thanks to @Hugh Marshall for sharing a Function embedded in a button within the Contact record, enabling the update of the address from the linked Account record into the Contact's address fields. Find the code in this post for more details.

  • Discover how @Ishwarya SG addressed @Elena's need to update a field within the task module with linked record data. Ishwarya's solution involves configuring a workflow rule that triggered upon task creation, executing a Function for seamless field update. Learn more in this post.

  • Appreciating @Catherine for sharing the code that updates all related Deal records when a specific field is changed in the associated Account record. Check this post to learn more.

  • Take a look at the code shared by @Pheranda Nongpiur in this post for scheduling calls exclusively on business days for new leads in Blueprint.

Dev's Corner:

  • Discover how @Andres provided a valuable solution in this post to address @Taha's need for running a Client Script that auto-populates a field in real time while ensuring the field is locked to prevent manual updates by users.

  • @Liam wanted to use a button in the CRM Canvas to open an external link. Check out the code shared by @d.luna in this post for meeting this requirement.

Kaizen:

  • (Kaizen #110) - In this post, we have discussed about Record Locking APIs in Zoho CRM.
  • (Kaizen #111) - This post covers how to set default values for fields based on different layouts using Client Script.
  • (Kaizen #112) - This post gives an overall view of Signals and how to raise signals using Functions.
  • (Kaizen #113) - This post covers raising signals in Zoho CRM using Zoho Flow.


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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