Community Digest - September 2021
Announcements
- Zoho Marketplace houses more than 500 Zoho CRM plug and play extensions. Here is a list of 19 more Zoho CRM extensions released in the month of August 2021
Community Discussions
- A round of applause to Kevin Flynn, our Zoho Community MVP for sharing a detailed workaround to change the label display name of a system defined field
- Extension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
- Integrate Google Drive with Zoho CRM custom modules
- Populate text fields using fetched subform values in deals using deluge scripts
- Michael Trow, Zoho Community MVP, suggests ways to check activities in a graph form
- Easily update fields based on a field input from other modules
- Mark Scheffel - Cloudtech shares a comprehensive solution on moving records from custom modules to contacts
Meetup Snippets
Meetup Snippets is a brand new segment showcasing interesting and useful snippets of information from our Zoho User Group (ZUG) meetups. Hop over to the latest post in this series:
- Meetup Snippets #01 - Route Management in Zoho CRM by Scott Pickel
- Meetup Snippets #02 - 'How to learn from Zoho Community' by Hannah Eversole
Small Business Heroes
'Small Business Heroes' is a podcast series focuses on the stories of small business owners on how they leveraged the power of Zoho CRM to scale their businesses. Listen to the podcast and explore different analogies for a robust Zoho CRM
Spotlight
CRM for Mobile
'In-app purchases' feature is now supported in the Zoho CRM iOS app
App Spotlight
App Spotlight brings you hand-picked apps to enhance your Zoho experience. Visit Zoho Marketplace to explore all the apps. In the spotlight this month is
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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Zoho Developer Community
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Deliver unforgettable customer experiences
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Deliver unforgettable customer experiences
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Everything you need to run your marketing
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Everything you need to run your marketing
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Topic Participants
Shaveethira G
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #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 justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM 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,
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