Community Digest - June 2022

Good day, ladies and gentlemen!

Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took place in Zoho CRM during the month of June.

Go ahead and find out what you missed

Announcements

Checkout the latest update on Zoho CRM Segmentation. You can now categorize your records in custom modules like invoices, sales orders, purchase orders, and so on, as well as categorize records using data from an external source, using the Zoho Financial Suite Integration with your CRM

Learn about the enhancements made to the multi-user lookup field on the Zoho CRM iOS mobile app. Refer to the GIF attached, capturing its functionality.
Extension Pointers for Integrating Zoho CRM with Zoho products - Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Sandbox now has map dependency functionality. Checkout the post for more details on the update about creating and mapping dependencies between different pick-list fields, as well as updating field dependencies in your sandbox environment, and implementing the changes in a production setup

Meetups

We are delighted to announce the next round of Zoho User Group in-person meetups. We have our experts coming to your city to share best practices, listen to your concerns and feedback, and address questions. Locate your city and register for a meetup now.

Focus Group Webinar

We held webinars on the topics mentioned below:
Revamped reports in Zoho CRM - In this webinar, we discuss the features of revamped reports in Zoho CRM which effectively allow you to keep a better watch on various aspects of your sales efforts.

Integrating Zoho CRM and Zoho Analytics - We discussed the Integration of Zoho Analytics with Zoho CRM and cover the basic terminologies, use cases, Cross-functional analytics with Zoho applications and advanced reporting.

Worry not if you were unable to attend; the recording will soon be available on the forums.

Learn functions

Learn how to write a custom function to create a wizard that will assign tasks to the user who created it, using the following fields: Created_By, Modified_By, and Task_Owner

Create a unique function code to close a task automatically when a tag is added to an account
Kudos for Jeremy Nagel for making efforts to record and share his video on how to add a country prefix to cellphone numbers

Other Useful Discussions:

Kevin shares how to create a workflow rule that alerts users when a task is overdue (once or multiple times based on date). This will notify the task owner (if one is specified) of each overdue task
Checkout how to display the contract's expiration date by creating a field that automatically generates a date with the help of a formula field

Discover a worthwhile alternative to the multi-select lookup field for building and managing one-to-one and many-to-many relationships between records

Checkout the methods to update the status of all associated records within a particular related record section

Learn how to create a new opportunity/deal from a closed won deal so you don't have to create a new opportunity for renewal

Thank you for taking the time to read our post. Keep tabs on the digest every month for new ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!

SEE ALSO

>Previous month's digest

>Other digests

France ZUGs

Topic Participants
Swetha S

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
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
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
CRM 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,
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements