Community Digest - May 2022

Announcements

Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM

Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations

Now, customize how you sort your picklists values in CRM
Users of the built-in telephony system will benefit from a new upgrade! Call Bar feature is now available in Zoho CRM

Email templates in Zoho CRM are now responsive on both desktop and mobile platforms. It's automatically optimized for your customers' convenience

Explore the revamped forecasting in Zoho CRM

An interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation

Discover about the enhancements for Motivator in Zoho CRM

Meetings can now be promptly cancelled from the CRM mobile app. This function is available on the CRM iOS and Android apps
Join an interest-based ZUG and connect with Zoho users from your industry

Useful Discussions

Check out Abhishek's suggestions for viewing/editing APIs, followed by Kevin's insightful comment on its impact

Nik's workaround teaches you how to auto-populate the Contact's mailing address into your address fields

Kevin pitched in with the development of a custom button to clone all but a few fields in a module

Learn how to adjust the sort order of the analytics dashboard in CRM

Understand how to create a simple deals report that includes a summary of all won deals, their closing month, and year-over-year statistics

Checkout Michael's workaround for casting vendor bills in CRM using Books Integration by syncing invoices submitted by them

Meetup Snippets

#MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. In this Snippet, Shanique Young guides us through a simple process automation set-up to schedule activities for customer follow-ups.

E08 - Setting up scheduled actions in Zoho CRM

Small Business Heroes

'Small Business Heroes' is a podcast series that focuses on the stories of small business owners on how they leveraged Zoho to scale their businesses

E10 - Started as managing church activities and now works as a CRM administrator. Listen to the inspiring journey of Troy Titus —a CRM administrator at Scale-Tec