Community Digest - April 2022
- Tags are now available in Sandbox
Noteworthy Discussions
- Learn how to implement Nik’s workaround to allow users to view all account names and who owns them, but not the account details
- Let's appreciate Ventor for going the extra mile to figure out how to convert the parameters of your CRM into a widget
- If you are in the midst of setting up Zoho CRM, the how-to videos on this page will walk you through each stage
- Join this open discussion and offer your insight into managing recurring payments in Zoho CRM
Webinars
- Focus group webinar - check out the latest webinar discussion and learn how you can use Sales Forecasting in Zoho CRM
ZUG Meetups
Zoho User Groups globally have resumed their meet-ups, in-person. Register for the meetup in your location, and learn how to setup automations for every stage of your customer journey.
- ZUG in-person meetups - Set up CRM automations for your customer journey
- ZUG virtual meetup - How to effectively automate engagement using Zobot
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Sticky Posts
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetTip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for thisCloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
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