Community Digest - July 2018

Community Digest - July 2018


 

Product announcements


TLS v1.2 upgrade and client component  update for Zoho CRM 
Introducing server-less functions
Learn more about the recent feature enhancements: Upload files to records, integrate Zoho CRM with Zoho Meeting, and more  here .


Zoho CRM Meetups

July's Meetups on Making the most of Zoho CRM focused on several important CRM features including 
Email Integration, Outlook Plugin, Layouts, Version 2.0 API, SalesInbox and Subforms. In continuation with this, several Zoho CRM meetups are scheduled for August, worldwide. Check them out,  here

 

Automate using Functions

Function #47: Create events from deals automatically

Function #48: Tracking refunds and adjusting sales executive's revenue 

Function #49: Changing ownership of multiple related records concurrently 

Function #50: Schedule calls to records

Function #51: Update related records automatically using info from linking modules

 

Partners' Speak

 

Round Robin for automated task management

Creating a field to add month from a date field. 

How to integrate Zoho forms, Zoho CRM and a WIX website. 

custom function that checks if created lead exists as a contact.

 

Other useful discussions

More on Zoho CRM's canvas view.

Bruce on populating a lookup field when creating a new record. 

Gray's custom function to get time zones from Google Cloud.