Community Digest - October 2022
Hello, Everybody!
We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation?
We'd like to honor those who take that extra step, or as we call them — SuperBuds!
If a user helped you, thank them by nominating them as a SuperBud. It's more fun when you participate in the forums, help, and learn alongside other users. One simple 'thank you' may brighten someone's day and we're hoping that the rest of the community will nominate you for your contribution. Checkout
this topic for more info.
Announcements:
- The "Reason for loss" is now a system-defined picklist field. Rather than express your reason in a free text field, where the precise reason is uncertain, you can now use the "Reason for loss" picklist field. This allows you to customize your specific reasons as per your organization, and track and pull reports for better consolidation and insights.
- Checkout the new enhancements made to invitation emails that are sent to the portal users. With these enhancements in hand, you can now customize and send personalized email invitations and confirmation mails to portal users.
- AskZia responds to your questions instantly. However, entering queries to get the information you need often is sometimes repetitive and unproductive. To save your time, we're introducing routine messages in AskZia. Here, you can set your time or frequency to your frequent messages to trigger automatically, resulting in relevant responses.
Meetups:
We are happy to say that meetups across India for this final quarter of 2022 have come to a closure. Our experts are currently conducting meetups across the US and will be heading to the UK, Canada, and Middle East in the upcoming weeks. Checkout and register using the following links if you haven't registered yet. Don't worry if you've missed the meetup in your location, stay tuned in the forums to be updated about our upcoming meetups.
Webinar:
We're hosting a webinar on Emails in Zoho CRM. This webinar is split into three parts. In the webinar so far, we had an overview of email configurations and usage. Next up, we'll explain how to integrate Zoho with Zoho Campaigns, and speak about recent developments and how to use your emails in zoho CRM. If you are unable to join the webinar, keep tabs on this post as the recording will be made accessible here.
Dev's Corner:
Useful Discussions:
- Kudos to @Cloud Infosystem LLC for detailing how a field can be revealed as a result (in a lookup in the deals module) only if it was enabled by a checklist in the custom module. Read on to know more.
Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
In-person Zoho User Group Meetup: Master User-Friendly Business Processes with Zoho CRM (August 2024)!
Hello, Zoho Community! Calling all Zoho users in Australia and New Zealand! Building on the success of our previous meetups, we're excited to announce the August 2024 Zoho User Group (ZUG) Meetups, focusing on "Setting Up Tailored User-Friendly Business
Announcement: Canada In-person Zoho User Group Meetups - Stepping Up Your Customer Experience Game
Hello, Zoho Community! We're elated to announce the next leg of Canada Zoho User Group (ZUG) In-person Meetups. Upon collective feedback from our users, we've curated an engaging agenda to provide practical solutions for seamless customer service, and
[Webinar] Zoho CRM's Latest Features and Enhancements
Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that power user data entry, finding and selecting records, and more, and make your user
(Cancelled) UK In-person Zoho User Group (ZUG) Meetups - Learn, share and discuss all things Zoho
Hi there, Hope you all are well. We're thrilled to announce the next series of in-person Zoho User Group (ZUG) meetups in the UK. Following the success of our first leg of meetups in 2024, where Zoho experts had the opportunity of engaging with users.
Function #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 just
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.