Community Digest - September 2022

Announcements:

You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence.

Meetups:

We are delighted to announce that registrations for the September - November 2022 in-person meetups are now open. Meet your peers, get to know about all the latest Zoho advancements, and learn how to implement CRM integrations at the upcoming meetings. Checkout the post to register for your meetup.

Webinar:

Has the Focus Group Series escaped your notice? Zoho CRM's integration with Zoho Books was our topic of discussion last month. If you are one of those who missed it, we have the recorded session available here: watch the video.

To give a glimpse into the session, we walked through the process of integrating Zoho Books, discussed good-to-know aspects of this integration, and took a peek into the roadmap for the integration.

The Zoho SuperBud Program

From ZUG meetups (both virtual to in-person), to right here on these forums, Zoho users from, MVPs, ZUG leaders, and so many fellow Zoho users have stepped up to add to a discussion, or address questions. If you have received help or participated in a useful discussion with a Zoho user, and would like to thank them, simply make a comment to this post thanking them

Functions:

Learn how to create a new quote from a deal and display the created record's ID along with the success message.

Do you need to populate a lookup from a static field? Tweak the code supplied by Ishwarya and Kevin in this post for the string text field.

Make use of the code shared in the community to associate a particular Contact to the Campaign.

Try the script shared by @Onur Gulay to generate Books invoices from Zoho CRM Sales Orders.

Learn how to use Deluge to pull up to 600 records' accounts with no scheduled calls.

Do you need to update date fields with a certain number of days? Check the sample code covered to add 24 days to a date field.

The code posted in this thread benefited Emily in transferring notes from one module to another, and also pull only the most recent notes made. Check it out!

Learn how to use Deluge to acquire accounts that only you own.

See how to manually compute the Won Deals or the ROI associated with a Campaign using a custom function.

Dev's Corner:

Here's an API input data sample to delete the file associated to the file upload field.

Are you unable to update a record "stage" in a blueprint? If so, read this discussion to find your solution.

Get to know how to join Users and Accounts using Query APIs.

Checkout the mentioned method by Praveen to fetch all contact records related to an account.

Other Useful Discussions:

Here's a solution to identify why your deal stages are not in order in your kanban view?

Learn more about Nik's solution for displaying a formula field directly in the "Create customer" form view.

Take a look at Craig's detailed explanation of how to construct a workflow rule to create tasks on specific dates.

Here are some best practices for dealing with Zoho CRM email formatting issues.

If you are setting up a Zoho account and are wondering how to work with emails and tasks, explore this thread to get some answers.

Know how to view the emails sent between Vendors and Contacts.

If you want to know how to delete or handle duplicate records created in your CRM account, check this thread.

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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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