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

Zoho SalesIQ Resources

Topic Participants
Swetha S

Sticky Posts
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
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
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Cloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates