Community Digest - March 2020
Announcements:
Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM.
More than 900 extensions in the Zoho Marketplace to enrich your experience with Zoho products. Check out what's new on Zoho Marketplace for Zoho CRM in February 2020.
Kaizen:
App Spotlight:
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps.
Useful Discussions:
Wondering how to filter by groups and roles for the owner field in Zoho CRM analytics and in workflows? Follow this discussion.
A round of applause to Micheal, one of the Zoho enthusiasts, who shared a workaround to get Zoho CRM to trigger Microsoft 365 Power Automate.
Want a best method for displaying related rows from custom table in a section of a tab on a CRM account?
Want to find all the deals that have more than one contact associated with the deal? Follow the discussion.
Our MVP, Michael Trow who shared a comprehensive answer on best practices for measuring Product Demonstration efficiency.
Scaling Sales:
Scaling sales is a community of sales leaders, executives, and rookies who will be your drivers for growth by sharing best practices to enhance your business functionalities. Hop over to the latest post in this series on ways to scale your sales.
How - To:
How - To is a new community learning series that focuses on sharing simplified processes to execute vital CRM processes effectively and provides step-by-step instructions on how to do it!
Word of the Day:
Introducing our new addition to community learning series - Word of the Day. This series is a fun way to help you understand the major features and jargons in CRM. Follow the Word of the Day series have a better grasp of CRM terminology easy peasy.
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.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 practical
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Can we rely on order of returned ids when inserting multiple records?
Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the responseNew UI for Writer - Disappointed
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goodmorning i want to pay for my monthly package but your app is sayinng i have insufficient funds yet i loaded money on my account yesterday though in our currency of ugxEdit Receipt, how?
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Hello, I'm trying to do my US Small Business Taxes using Intuit's Turbo Tax. Can I export my expenses from Zoho Books to a TXF format file, so that it can then be imported into Turbo Tax? Thanks, RajneshTax inclusive and exclusive for Sales invoices
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