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

Topic Participants
Swetha S

Sticky Posts
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
Zoho CRM Segmentation FAQ - Post your questions
Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation