Community Digest - July 2022
Hello, folks!
We're back with another digest post!
This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July.
Get ahead and discover what you've been missing!
Announcements
We are excited to share with you that we have some brand new features and updates available for Zoho CRM. Check it out!
-
Introducing
condition-based data sharing rules
in Zoho CRM. You can now establish sharing rules to share specific records based on criteria or record owner. Refer to the post for more details on the UI modifications made to the sharing rule page.
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CRM's
invoice module now has a deal lookup field
. You no longer need to add them manually because they are included in the layout by default. This allows users to directly associate deals when creating an invoice or carryover deal information while turning a quote into an invoice.
-
Use
Zia's Next Best Experience
to improve your customer experience. It is intended to analyze your organization's won deals, understand how correspondences are handled at each step, correlate the findings with your open deals, and express suggestions within a deal as a widget.
-
Notifications are now available in Motivator
.
This enhanced notification feature will keep you informed of performance updates as they happen. You will be notified on the Motivator panel as well as in other locations across Zoho CRM. More information can be found in the post.
Focus Group Webinar
We had a focus group webinar on
Revamped reports in Zoho CRM
last month. Some of you may have missed the live session, but no worries. We have released the recording and it is now available on the forum. Click the link to watch it
Functions
-
Check out how
@Anonymous User uses a function to
generate Quote PDFs
, update the date format and currency based on country, and attach them to the Lead record. This is done with the click of a button from the Leads module.
-
Checkout the code for creating a button and the script that
updates the lead owner
based on who hits the button.
-
Take a look at the code to
delete both the deal and the related records
with the press of a button in addition to the script to delete the related list/Delink Related List.
Other Useful Discussions
-
Kudos to
@Anonymous User for sharing a valuable workaround for quickly navigating to
sub forms from the canvas layout
-
Mysterious leads entering your CRM?
Check out this interesting troubleshooting discussion to learn where they come from and how to avoid them in the future
-
Learn how to enable the
'picklist history tracking'
feature for a picklist field
-
Get to know the workflow feature, which will
trigger a predetermined new task
when a task is completed. Read the post to know more
-
We
appreciate
@Anonymous User for investing the time and effort to record the video and sharing it with the community on
how to automatically close tasks
.
-
Learn how to construct a workflow rule that
assigns users to the user lookup field on a round-robin basis
.
My Zoho Story
In this community interview series, Zoho users from various industries share their insights and experiences with leveraging Zoho to empower their businesses.
This interview features Ben Wagner who is a Real Estate Investor for Leavethekey. Ben gets to address some of the questions, such as how to run a real estate business strategically and the challenges he overcame with the help of Zoho.
Watch the video to discover more.
Thank you 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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