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

• Topic Participants

• Swetha S

  

• 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

• Add Zoho Forms to Zoho CRM Plus bundle

  Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

• Bigin: filter Contacts by Company fields

  Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

• Has Zoho changed the way it searches Items?

  Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

• Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

  I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

• CRM->INVENTORY, sync products as composite items

  We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

• Zoho Calendar not working since a few days

  Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

• Monthly timesheet, consolidation of time by project

  I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

• Building a Strong Online Identity with G-Tech Solutions

  In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

• Sending emails from an outlook account

  Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

• Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

  My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• can't login Kiosk URGENT

  already try, can't login pls help to support. thanks.

• 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

• Zoho Books

  How do I manually insert opening balance?

• Profit / margins on Sales orders / Invoices / Estimates

  When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

• Inventory to Xero Invocie Sync Issues

  Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

• How to activate RFQ? What if a price list has ladder price for items?

  Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

• Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

  Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

• Can't join canal Developers Zoho User

  Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

• Desk Email reply - set default font / use custom font

  Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

• PDF Templates - Checkbox Borders

  Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

• Settings Icon No Longer in ZOHO Desk?

  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

• Introducing the all-new email parser!

  Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

• Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

  Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

• Function #20: Custom calculation in item table of invoices

  When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

• CBSA - GST CHARGES on imports

  Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

• Simplified Call Logging

  Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

• Sub form doesn't as formula field

  Is it possible to get formula field in sub form in futures?

• Week date range in pivot table

  Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

• How do I get Status History data of my Projects?

  I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

• Is it possible to hide fields in a Subform?

  Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

• Weekly Tips :Instantly find what you need with Attachment Viewer

  Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

• Putting Watermark on Zoho Sheet

  Can this be done?

• Missing Zoho Desk integration option for form workflows

  According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

• Gantt for 2 or more projects

  Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

• Integrating a Zoho Project Gantt Chart into Reports

  Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

• ZOHO BOOKS - EXCESSIVELY SLOW TODAY

  Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

• Gantt Chart - Zoho Analytics

  Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

• Displaying related quotes in sales order and back

  Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

• Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

  We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

• Next Page