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

France ZUGs

Topic Participants
Swetha S

Sticky Posts
Tip #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 filter
Tip #44: Organizing your Notes in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences. Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status. However, each person may prefer to read them
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
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,
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements