Community Digest - February 2020

Announcements

Map the fields from a layout in the Leads module with the appropriate layout from Contacts, Accounts, and Deals module in Sandbox and deploy the changes into your production account.

The sign-in process in the Zoho CRM plug-in for Microsoft Word now uses OAuth instead of Authtokens

A step-by-step guide to integrate Google Contacts using Sigma

Important Updates in Zoho CRM Outlook plug-in and Marketplace. Check it out

Now, transfer Records and assignment configurations during user deletion

Kaizen

Kaizen #17 - PHP SDK

Kaizen #18 - Ruby SDK

Kaizen #19 - C# SDK

App Spotlight

App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps.

VoIPstudio for Zoho CRM

PartnerSpeak

Our MVP champ Jason' s video series, Quick Wins curated from actual requests from Zoho customers who need quick automations and workarounds. Check out his first two parts in the series!

Quick Wins #1 - Sending Emails from the Vendors Module

Quick Wins #2 - How to Reorder Blueprint Transitions

Useful Discussions

Check out Our MVP champ, Michael Trow's detailed answer on excluding inactive records from search box

Jason has shared a comprehensive answer on creating alerts for when notes are made in various CRM modules

Add Contact Roles to accounts module header

CRM API - list records based on presence/absence of activities

Read on to understand how you can use COQL via deluge

A round of applause for our MVP champ, Micheal Trow's detailed answer on converting leads that exist as contacts

How to extract multi lookup field data

Wondering how to move a contact to a custom module using custom function? Here's your answer.

Update Event Start and End when custom date field updated. Look out.

Function : To try to find the minimum value in a field from all the sub module

Accessing subform data, using that data to manipulate another module. Take a look.