Community Digest - July 2022

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!


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.
  •  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

  • Check out how @Daniel Coward Daniel Coward 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

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! 

> Previous month's digest  

                        Zoho Marketing Automation
                                • Sticky Posts

                                • 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
                                • Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!

                                  A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
                                • Zoho User Group (ZUG) In-person Meetups - UK region

                                  Hello everyone! 

We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing
                                • Focus Group Webinars - Q1 - 2023

                                  Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023
                                • Tip #44: Organizing your Notes in Zoho CRM

                                  Hello folks,  It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences.  Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status.  However, each person may prefer to read them

                                Manage your brands on social media

                                        Zoho TeamInbox Resources

                                          Zoho DataPrep Resources

                                            Zoho CRM Plus Resources

                                              Zoho Books Resources

                                                Zoho Subscriptions Resources

                                                  Zoho Desk Resources

                                                    Zoho Projects Resources

                                                      Zoho Sprints Resources

                                                        Qntrl Resources

                                                          Zoho Creator Resources

                                                            Zoho WorkDrive Resources

                                                              Zoho Campaigns Resources

                                                                Zoho CRM Resources

                                                                • CRM Community Learning Series

                                                                  CRM Community Learning Series

                                                                • Tips


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Digest


                                                                • CRM Marketplace

                                                                  CRM Marketplace

                                                                • MVP Corner

                                                                  MVP Corner

                                                                • Word of the Day

                                                                  Word of the Day

                                                                      Design. Discuss. Deliver.

                                                                      Create visually engaging stories with Zoho Show.

                                                                      Get Started Now