Community Digest - January 2023
Good day, People!
Make room for the January 2023 Digest. Here is a round-up of all the discussions and announcements that took place in the previous month as we begin this new year.
Announcements:
- Have you seen Zoho CRM's user interface updated with Puvi font? Check this announcement to get all the finer details related to this enhancement.
- Scores can now be added as read-only fields at the record level. This enhancement lets you use the score field(s) as parameters within criteria, advanced filters, module views, and all across CRM. See this post for the added benefits.
- The recent enhancement to Motivator lets you show targets according to hierarchy. It also packs a few UI and functional modifications for the dashboard, more KPI settings, a target and game menu, and updates to the TV channel.
- Zia suggests the best time to contact your customers based on their past actions. With a whole lot of charts, the latest Zia enhancement equips you with the required analytics to gauge the effectiveness of this feature. Take a deep dive into this announcement here.
- [Early Access] Voice of the Customer (VOC) for Zoho CRM: Have a thorough understanding of VOC's functioning and method of use. Check out the upcoming roadmap as well.
Zoho User Group in-person meetup
The Zoho User Group (ZUG) 2023 meetups begin this year globally in the USA, India, Canada, UK and the ANZ regions. We're back to connect, engage, and learn in person. This year, we'll talk about the Zoho CRM integrations, which range from Books to Campaigns, and the most requested topic, Zoho Marketing Automation. Register for the meetups near your area!
CX workshop 2023 across USA and Canada.
This workshop is a two-day session for our CRM customers to learn all there is to know about CRM with a 360-degree perspective of customer information. Check the post and buy your tickets soon!
Useful Discussions:
- Are you from the real estate industry? Take a look at this post by @Patrick on how to parse ShowingTime emails.
- See @Nik and @Michael's comments for information on how to keep track of cancelled meetings.
- When should a lead be converted to Contact? Well, there is no one size fits all approach when it comes to CRM. Check this health-care related use-case shared by @fmoldt. Feel free to comment with your suggestions.
- Look at how @Abhishek helped @Paulo Santos in developing a formula field that returns a single calculated result if only a statement is true.
- Tip 10: Zoho CRM Mobile app localization - Language Settings. Localization of the Zoho CRM mobile app - Language Options. Native language has a distinct place when it comes to communication. Use your native language to communicate ideas and thoughts more effectively. Learn how to localize your CRM to the language of your choice.
Functions:
- Don't miss the lively discussion between @Trug and @Bhoomi on creating an invoice in Zoho Books with the product details from the Deals related lists in CRM.
- Check this conversation between, @Ferdi and @Bhoomi on how to update a checkbox field once a record Is processed using Deluge.
- Learn how @Liam uses Functions to add the related deal to the calls.
- Check out the code shared by @Ishu to use Validation Rules to prevent future dates from being entered in a field.
- To have fields automatically filled depending on related list entries, use the Deluge code suggested by @Sid.
- Check this discussion on refreshing the formula fields automatically with Functions using Deluge.
Kaizen:
- (Kaizen #66): Learn more about using APIs for addressing use cases on Contact Roles.
- (Kaizen #67): Email the contact roles of a deal using functions
Dev's Corner:
- Take a look at @James Shi's approach to expanding a picklist without accessing the modules and field configurations.
- Check out the APIs shared by @Praveen to download inline images and email attachments.
- Learn how to use the getRelatedRecords method to pull data from multi-lookup fields.
- Learn how to remove or append values from a multi-select picklist field using APIs.
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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