Community Digest - August 2022

Hello, Folks!
This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts.

Announcements

> We are glad to announce that we have enhanced our Subform support by adding user fields. You can now add a User email ID or any other related information from the users detail page.

> You can now perform mail-merge operations in Zoho CRM right from your ipad and android tablet web browsers as well!

> Checkout the post to know more about the new upgrades in wizards, which include enhancements for conditional rules and Wizard Button Customization.

Functions

> Here's a code on how to have the total of closed and open calls shown in a custom field in the Leads module

> Looking to create an invoice in Zoho CRM that directly creates the same invoice in Zoho Books? Here's what you need to do.

> Appreciating @sbeltran for taking the time to share a Function to download a file from File Upload field.

> The Functions 101 series has benefited many in the community in becoming educated with CRM Functions." We'd like to thank @Watson&Company for answering a question from the Webinar in this post. Check this post to know more on Function 101 series.

> Kudos to @Nik for sharing a Function to access the previous value of a field through a workflow that triggers when there's an on stage change of a deal.

> Discover how to delete Multi Line Text type fields whenever it meets specific criteria using Functions.

> Kudos to @cloudinfosystecmllc for sharing a detailed guide on using custom scripts to create calls with reminder pop-up and email.

> Learn how to list all of the activities associated with a specific contact record with Aaro's code

Dev's Corner

> Checkout this discussion on connecting CRM to Zoom through an API, and the workaround when you can't find the API name that needs to be added to online meetings.

> Get to know which API version allows you to upload images to custom image fields.

> Learn to write a query to join Contacts and Deals using COQL

> Discover how to get line items from sales order using bulk read.

> Explore what the implications of moving from COQL v2 to v3 are.

> Checkout how to include CC or BCC in a meeting invite created using APIs

Other Useful Discussions

> See how you can send a mail-merge document from Zoho CRM as a PDF using Deluge.

> Learn how to send a pdf in an email as an action when a form is filled out in a process.

> Get to know how to load different deal layouts based on the value of a field

on Deal conversion.

> Do you want to know how to modify the domain email name when it's triggered by workflow rules? Look at this post.

> Checkout the approach for populating your picklist values when you write the initial letters.

> See how to use a formula field in the Sales order module to automatically add 365 days to the 'End Date' field.

> Explore the suggestions for leveraging Schedules to allow webforms to send mass emails with follow-ups.

Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!

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
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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