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!

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Swetha S

Sticky Posts
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Cloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates