Community Digest - August 2021

Announcements

Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio
Introducing new charts and additional metrics in Webform Analytics
Execute automation and other processes during import
Announcing Multiple Sandbox types and support for module's data population
Here is an important update on MS Outlook Plugin using IE Browser. Check it out!
Zoho CRM Mobile app is now HIPAA compliant
Zoho Marketplace houses more than 500 Zoho CRM plug and play extensions. Here is a list of 13 more Zoho CRM extensions released in the month of July 2021
Take a look at the new enhancement to add color to your CRM tags that come in handy to identify records quickly
Import users in bulk inside CRM with the new feature update

Community Discussions

A round of applause to Nik for sharing and explaining in detail, the code script to create mass action buttons
Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Kevin Flynn, Zoho Community MVP, shares his take on triggering Workflow to update field changes in onCreate mode
Assign a contact to a campaign when the deal is won using deluge scripts
Easily delete records depending on a field value
Create a follow-up meeting or a call instead of a task
Michael Trow, Zoho Community MVP, shares a comprehensive solution on customising the home page to show tasks alone
Add a server for email relay, while using a personal gmail account

My Zoho Story

Watch how Zoho users from various industries share their learnings and experiences to leverage Zoho to empower their business. Listen to what Sarah Dower has to say about her experience on how Zoho enabled a smooth transition from in-person to online sales

App Spotlight

App Spotlight brings you hand-picked apps to enhance your Zoho experience. Visit Zoho Marketplace to explore all the apps. In the spotlight this month are

Topic Participants
Shaveethira G
Alexandre Imbeault

Sticky Posts
Community Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support
Community Digest - July 2021
Announcements Introducing Zoho CRM's new email compose and a lot more exciting latest enhancements Take a look at the revised pricing of Zoho CRM portals Extending the Multiple currency limits and availability for all paid additions Zoho Marketplace houses
Focus Group webinar: Part 1 - Zoho CRM’s Blueprint 3.0
Zoho CRM's Blueprint 3.0 comes with an array of varied new features and enhancements. We made a couple of posts on the community a few months ago, detailing what they do, and how they'll fit in to your business use-cases. You can find them here and here.
Ask the Experts - live forum-based Q&A discussion on building customer insight with Zoho CRM
We are excited to open the stage for this month's open house discussion. Zoho CRM 2020 release included 16 robust features that covered developing customer insight, experience, intelligence, and foundation in Zoho CRM. We're happy to see a lot of you
Custom Function: Automatically populate the State, City and Country based on the ZIP code (only for US)
Scenario: Automatically populate the State, City and Country based on the ZIP code (only for US) When a contact, lead or an account is created, you have to fill in the address details manually. You can save time by populating the value for State, City and Country based on the ZIP code you enter. You just need to enter the ZIP code and the rest will be populated automatically. Right now, we have done this custom function only for United States ZIP code. Please follow these steps: Log in to Zoho CRM