In case you missed out on April's happenings in the Community, below are some highlights for you: 

 

Product announcements: 

Validation rules for an accurate CRM

Rest assured, Zoho CRM has got you covered w.r.t GDPR

Associate multiple records to a record through Subforms. 

Zoho CRM's many-to-many module association.  

Some insight into the business hour revamp and email association with a deal. 

Zoho CRM Meetups: 

 

We're amid our second phase of US meetups - so, if you're looking to learn more about Zoho CRM, its new features or want to pick up a few tips and tricks to use it efficiently, come over and meetup with us! 

Stay tuned for our first round of meetups in Canada this May. Find registration links to these meetups and many more here. 

 

Tips and tricks to use your CRM better: 

 

Tip #39: On email scheduling 

Tip #40: On list view customization

Tip #41: On collaborating with small focussed groups in CRM

Tip #42: On customizing business card view for different modules

Tip #43: On using SalesSignals to focus on important notifications

 

Automate using Functions: 

 

CF #35: Close all tasks associated with a lead and create a new task

CF #37: Create a purchase order from a quote

CF #38: Add subforms records easily using other records from different modules as lookups. 

 

Other useful discussions: 

 

Generate one invoice from several sales orders. 

Check out Zoho Community's new theme - live now. 

Ethan's looking for some use cases on mature CRM implementations. Kevin has shared his story. You might want to share yours. 

The hyperlinks in CRM plugin for Outlook will work only with IE. Learn more. 

Join this discussion to learn and share some best practices on workflow automation. 

 

 

Hope you've found this useful. Stay tuned for a fresh dose of useful tips, hacks and more next month in the Zoho CRM Community.