Zoho CRM Community Digest - April 2023
Hello everyone!
We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details.
Now, let's explore what awaits you in this month's digest.
Announcements:
- 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!
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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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