January has come to an end and here's a recap of the highlights of the month. You'll find some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. 

Also, as many of you might have already noticed, the Community has transitioned its platform to Zoho Desk. The powerful software brings together an appealing and user-friendly UI. If you haven't taken a look at the all new Zoho Community platform, check it out here! 

 

Community learning series: 

 

Zoho CRM Meetups: 

We launched our first set of meetups for the year all over Europe and have meetups lined up throughout Feb. and Mar. We'll head over to several cities in the US and share some tips and tricks to use your CRM more effectively. You'll get a chance to meet up with other users, product experts, and partners! If you wish to attend the meetups, click here to give us your place and date preference. 

 

Automate using Custom Functions: 

#CF 23: Auto-Update multiple fields of a record with the same details.

#CF 24: One click creation of purchase orders from sales orders. 

#CF 25: Populating the Amount field of a deal by calculating unit prices of related products. 

#CF 26: Update information between two modules via Lookup fields.

 

CRM Hacks of the month: 

 

#CH 22: Finding parent records that don't have associated child records. 

#CH 23: Assigning leads generated via Zoho forms in round robin. 

#CH 24: Triggering custom functions for different page layouts.

#CH 25: Adding a numeric formula field when the number of permissible numeric fields is exhausted. 

 

Tips and tricks to use your CRM better: 

Tip #29: On field level security in Zoho CRM.

 

Other useful discussions: 

 

On creating follow up tasks.

To copy fields from events to related accounts.  

On disqualifying/closing leads.

Sending data from Zoho CRM to Zoho Books.

On passing on fields from a lead to it's account.   

Ask the Experts - On using Blueprint in Zoho CRM