Community Digest - April 2022

Community Digest - April 2022

Announcements 

• CRM’s advanced filter options make it simple to fine-tune your lookup records

•  Custom Buttons in Zoho CRM have been updated to collect users’ locations

• Introducing Admin Tools, an interface for configuration management  
  

• Introducing built-in telephony in Zoho CRM      
  

• 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

• Nik's solution provides insight on how to divide a date into separate fields in a contract

• Abhishek S, discusses how to leverage Workflow automation to boost productivity

• 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