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
> 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
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!
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Topic Participants
Swetha S
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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