Community Digest - May 2022
Announcements
- 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
- 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
- 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
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Topic Participants
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Sticky Posts
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetTip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for thisCloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
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