Community Digest - September 2022

Community Digest - September 2022



Announcements: 
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: 
Dev's Corner: 
Other Useful Discussions:

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

                                        • Tip #35 - On using Kanban View in Zoho CRM

                                          Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
                                        • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                                          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,


                                        Manage your brands on social media



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