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.

​

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!

 

SEE ALSO

Previous month's digest


    • 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,

    • Recent Topics

    • lavetisiva1997@gmail.com

      lavetisiva1997@gmail.com. OTP

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Display name & account type change

      I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Google Ads Conversions Not Being Tracked in Zoho CRM

      We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

      in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Rate Limiting in Zoho Flow (OpenAI API)

      Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • it is possible to open a widget via deluge script function

      I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

    • Request to change display name in Zoho mail

      Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as

    • Creator - Portal Custom Domain

      I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

    • steps and options to change Domain DNS/Nameservers settings

      Please share the options or steps to change  Domain DNS/Nameservers settings 

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • Outbound IP address SPAM problem.

      Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.

    • Forwarding

      How can I forward my Zoho account to my gmail account? Noël

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • Zoho Mail CC and BCC not working

      Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

    • Next Page