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

    • How to change the from address from 'no reply' for an email template in CRM

      Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options

    • Zoho CRM Client Script - SetCriteria in lookup Field

      Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,

    • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

      Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • Zoho Reports Duplicating Entries

      I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

    • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

      As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

    • Notes Issues

      Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

    • Export from Contacts module to Products module in Zoho CRM

      Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Can’t receive emailI c

      I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me

    • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

      Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”

    • Client Script - Updating Field Value in Detail Page of a Lead

      Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

    • Auto shapes in Zoho sheet.

      Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?

    • I Can't Clone Webinar that I Co-Organize

      How do i get our account admin to give me permission to clone our webinars? I am a co-organizer

    • How to get the call recording external ID via desk API

      I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

    • Can't View Project Names in Mobile App

      I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

    • Notebook

      I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.

    • Domain Mapping & Image Publishing Issues on Zoho Sites

      Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue

    • Prevent duplicate with custom fields?

      I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no

    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • White Label certificate

      Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

    • How to Automate Monthly PDF Reports with Filters in Zoho Creator

      Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields

    • Feedback: Streamlining Note Management in Zoho Notebook

      Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

    • showing Limit exceeded

      Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on

    • Sorting columns in Zoho Projects

      Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,

    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

      We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Email login error

      Login successfully but email page error

    • Next Page