Community Digest - August 2022

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.


> 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.

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


> 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.  


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.

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.

> 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!


          Zoho Marketing Automation
                  • 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

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