Community Digest - October 2022

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.  

  • 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. 

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.

Focus Group Webinar - Emails in Zoho CRM. 

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! 

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                                          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 opportunity
                                        • ZUG (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 this
                                        • Cloning 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
                                        • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                            Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
                                        • Zoho CRM Community Digest - September 2023

                                          Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP

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