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

Topic Participants
Swetha S

Sticky Posts
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catch
ZUG Virtual Meetups - February and March 2022
Hello everyone, We have opened up registrations for the Virtual ZUG Meetups for February - March 2022. Last month, we had a great discussion with our Zoho User Groups. For the next one, we'll be discussing Subforms in Zoho CRM and integration of Zoho
Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
Tip #49: Associating Emails with Deals
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,