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.
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!
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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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