Hey folks!

Wish you all a very happy, healthy, and prosperous 2018!

We're elated to connect with you all again in the first week of a brand new year. Trust you all had a great holiday and are back, refreshed and rejuvenated to take on 2018! We had a lot going on in the final few days of last year, and in case you missed out on it, take a look below: 

Community Learning Series:

Automate your work using Custom Functions:

1. Creating events automatically on specific days of the week.
2. Updating all the member accounts simultaneously when the parent account is updated.
3. Updating field details automatically from contacts in deals right at the creation stage.

CRM Hacks of the month:

1. How to restrict a sales person to create a contact without creating a lead.
2. How to schedule more than five emails from a workflow in Zoho CRM.
3. How to add the stages to a blueprint and update for existing records.

Tips and Tricks to make your CRM better:

1. Customizing deal stages for your business.
2. Customizing the search results layout.
3. Adding new prospects through your incoming call pop-ups.
4. Tagging records in Zoho CRM.
5. Syncing your Zoho mail calendar with Zoho CRM calendar.

Community meetups:

We wrapped up 2017 on a high note with highly interactive community meetups. We covered '10 Must Know Tips and Hacks in Zoho CRM' for admins and sales executives. This year, we are already on our toes planning for the next leg of meetups in India, US, Canada, France, and Germany. The first Meetup will be held at Hyderabad on Jan 19th at 2:30 PM. More here. And, we'll appreciate if you could help us with your inputs to plan the US and Canada Meetups effectively by taking this 2-minute survey.

Other useful discussions:

1. On duplicating system fields.
2. On creating unique serial numbers under one product code.
3. On defining levels of hierarchy in Zoho CRM.
4. On integrating Google Adwords with Zoho CRM.
5. On getting the status of a mass mail to a record.
6. Our Focus Group on Telephony integration with Zoho CRM. 

Thank you, folks. We'll be back next month with more interesting updates from the Zoho CRM Community.