•  Zoho CRM has enhanced its blueprints feature, allowing portal users to be owners of blueprint transitions. This change facilitates more efficient processes, enabling portal users to perform transitions that were otherwise possible only for CRM users. Read this post to know more!
  

• The Admin tools in Zoho CRM help monitor and remove unused templates, custom views, workflows, and reports to keep the CRM light and within usage limits. Additionally, roles, profiles, and web forms have been added to the scope of the Admin tools. Learn more.
  
  
  

Zoho User Group (ZUG) Meetups:

Are you interested in connecting with fellow Zoho users in and around your region? Registrations are now open for the Q2 2023 meetups, starting in May '23 across the US, UK, India, APAC, ANZ and MEA. These meetups are the perfect avenue to connect, engage and learn from your peers. 

Useful Discussions:

• Find out how you can leverage reports and dashboards to get the required stats here.
  

• Learn how to create a workflow that gets triggered when specific fields are edited.
  

• Check out the responses by @Qosmic and @Srivatsav in this post to gain a better understanding of the key differences and applications between Workflows, Blueprints, Path Finder, and Command Center AKA Journey Builder.
  

• Check this detailed note by Hugh on how to manage profile permissions related to multiple layouts.
  

Functions:

• Take a look at the code provided by Sunderjan Siddharth for creating a serial number in a custom input field within the Invoices module.
  
  
• Check out the response posted by @Ishwarya in this forum post on how to track time spent in hours in a particular stage, specific to the first call with clients. @Juan Lopez had this requirement and @Ishwarya explains how this can be achieved using either Formula or Functions
  

• Use Deluge to convert leads and ensure that the tags present on the Lead record are carried over to the associated account and contact records using the code shared in this post.
  

• Learn how you can use Deluge to compute the deal amount by adding the total cost of the products, including additional charges, and subtracting any product-related discounts. The code shared in this post helps calculate the final deal amount.
  

• Whether it is a field update or another trigger option for the workflow rule, you can utilize this code to create a new record in the Invoice module by extracting information from the custom module.
  

• Learn how to use functions, to sum up, the individual purchase orders related to a deal. @c.lake mentions a use-case for order fulfillment that requires liaising with two different suppliers, and the suggested Deluge code helps calculate the total value spread across the two POs, thus aiding in completing the cost analysis for a particular order. Find out more.
  

Dev's Corner:

•  Check the comment by Athul that explains how to retrieve records in a specific date range from a date-time field using the V3 or later version search API by using the 'between' operator.
  
  
•  Learn how to use APIs to recognize records sharing the same email domain.
  
  
• Use this C# code posted by Praveen to modify the task owner of a record.
  
  
• Want to update multi-select lookup fields on records via APIs? Hugh has a workaround that you can try.
  

Kaizen:

• (Kaizen #78) - Read this post to know how to disable a clone record.
  

• (Kaizen #79) - We have addressed a few frequently-asked questions about OAuth2.0
  

• (Kaizen #80) - You can learn the types of queries supported by the COQL API and when to use them (Part 1)
  

• (Kaizen #81) - Here, we discuss the second part of the field types supported y COQL API with examples (Part 2)
  

• (Kaizen #82) - Take a look at the various supported operators for the Search API and how to utilize them.
  

• (Kaizen #83) - Find out how to get input via a pop-up field and how to show/hide fields using Client Script
  

•  (Kaizen #84) - Learn how to set up and initialize Zoho CRM's PHP SDK with this step-by-step guide.
  

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!

SEE ALSO

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