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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Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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