Community Digest - May 2018

Community Digest - May 2018



Product announcements: 


- Check out the new Data Subject Requests and more GDPR compliance preferences in Zoho CRM. 

- More features for GDPR in Zoho CRM. 

Handling lawful bases for your customers using Zoho CRM 

- A new user interface for your email integration in Zoho CRM. 


Zoho CRM Meetups: 

We had our first set of Zoho Community User Groups at five major cities across Canada with sessions on Tips and Tricks in Zoho CRM. If you missed the meetups, we'll be back in the Country in a couple of months. Our team is moving on to the West Coast and will be visiting several cities near you. Check out our meetups' schedule and register here

Tips and tricks to use your CRM better: 

 

Tip #44: Organize your notes for records in Zoho CRM

Tip #45: Pause Zia reminders when you don't need them

Tip #46: Using the Zoho Sheet view

Tip #47: Using custom links

Tipe #48: On some time saving tricks in Zoho CRM 

Automate using Functions: 

 

CF #39: Update records in Accounts from Custom Modules 

CF #40: Update contact with product details with related list in Deals. 

CF #41: Syncing associated subforms 

CF #42: Organize contacts based on deal stages 


Ask the Experts: 

Ask the Experts - On GDPR and its compliance in Zoho. 

Part 2 of our ATE on GDPR - session on Zoho's privacy policy in compliance with GDPR. 


Other useful discussions: 

 

- On associating price books and accounts for quotes generation.

Update a field to a selected date or today's date.  

- On tracking sent emails in Zoho CRM. 

- On filtering contacts by account parameters. 

Deleting sent emails from your CRM.