We're back with a recap of all that's been happening in the Zoho Community for the past month. Check out last month's activities, product updates, and important tips, ticks, and hacks.  

 

Zoho CRM Meetups: 

Our first leg of meetups in the US has taken off to a great start. We successfully pulled off meetups in the US and Europe with a good number of our users participating and getting to know their CRM better. 

More meetups are heading your way across, US, Europe, Asia, and the Middle East. Meet with your peers, product experts, and partners! 

 

Automate using Functions: 

 

#CF 27: Create activities for records based on specific data. 

#CF 28: Transfer record information from one module to another based on specific data.

#CF 29: Creating purchase orders for individual products from a Sales Order

#CF 30: Keep track of your business details with a company or a contact

 

CRM hacks for the month:

 

#CH 26: How to search records based on unique IDs in Zoho CRM  

#CH 27: How to setup a customized reminder in a module in Zoho CRM

#CH 28: How to stop a workflow after a definite period of time

#CH 29: How to send a personalized email from a sales order and store them under it

 

Tips and tricks to use your CRM better: 

 

Tip #31: Reorder items on a Blueprint Transition popup window

Tip #32: Use Custom buttons to execute unique actions and work faster

Tip #33: Automate submission of records for approval

 

 

Product Update: 

The new and improved version of Zoho CRM just came out. Check out what is new!

Introducing API version 2.0 with added features. More on it here. 

 

Other useful discussions:

 

On saving a draft version of your Blueprint's process flow. 

Map fields between module using a custom function. 

3rd party solution for logging mobile SMS (in and out) of Zoho CRM

Converting regular pick list to multi-select pick list

Create exportable Excel list using notes keyword search