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
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shaveethira G
Alexandre Imbeault
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM 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,
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