Zoho CRM Community Digest -Feb 2023
Hello everyone!
We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these updates, and feel free to share your thoughts in the comments.
Now, let's take a look at what's included in this month's digest.
Announcements:
- Experience the all-new Zoho CRM Email Parser! The new version comes with a vast set of enhancements. The old version is set to be deprecated from Jun '23. Check this post for more details.
- Zia Email intent auto-categorizes your emails by adding a set of default tags and, helps with prioritizing your responses. Custom intent, a new enhancement to this feature lets you come up with your own categories. More on that here.
Focus Group Webinar :
We're excited to announce a series of Focus Group webinars for this quarter. We'll touch upon the benefits of integrating Zoho CRM with other Zoho products like Zoho Bookings, Zoho Sign, and Zoho Forms. We'll close this quarter with a Focus Group webinar on leveraging the different dashboard components in Zoho CRM. Check the post and register now!
[Early Access] :
- Global sets in CRM - This new feature allows you to associate picklist values from one module across many modules, avoiding the need to create them in each one.
- CRM Record locking: When a record meets a condition, you can decide whether to lock it manually or automatically by enabling the settings in Record Locking Configurations.
- Lookup filter in Zoho CRM: This feature makes record association easier by allowing you to set criteria for records that are to be shown while performing a lookup from the associated module.
- Field of Lookup in CRM: You can now associate fields from lookup module in your record..For example when a contact is associated through a lookup field in Deals module, you can now associate other related fields from the contacts module like contact's mobile number, email address, etc in the deals module.
- Roll-up summary in CRM: You no longer need to generate a report that summarizes and aggregates the values from a related list in a record. With the Roll-up summary field type added to the module, you can get an auto-assimilated value of your desired related list in the record's layout.
- Stage component in Zoho CRM: A funnel type component that helps you track the direct conversions from the respective deal stages. It also helps understand stagnation and spillages at a particular deal stage. Check this announcement to know more.
- Forecast performance analysis: This enhancements packs in a lot of exciting additions starting from performance trends that predicts a user's performance at the end of the period to giving actionable insights on why your users are unable to meet their targets, and much more.
- Zia Scoring in CRM: Zia's Scoring is another useful addition to Zia's prediction skills. Checkout the post to find out more about the advancement.
- Zia Strategy Influencer in CRM: An AI-derived strategy prediction analytics in Zoho CRM for admins that gives a performance - based and analytical insights into your organisation's overall trends and patterns.
- Custom Forecast categories: Apart from the pipeline, best case, and committed, you now have the option to add two more custom categories for your open deals. You can also customize the appearance of the existing system-defined forecast categories.
Useful Discussions
- Find out how to create a report that shows the results of contacts who have scheduled emails.
- Checkout @Liam's final solution for automatically updating the age field with the values of the date of birth field.
- Take a look at the workaround shared by @Nik on overcoming the challenge of recording meetings in different time zones.
- Would you like to know what happens when someone clicks "unsubscribe" in Zoho CRM email, also what if it was a custom link generated by you? Will it get updated as 'Email opt out'? Read the discussion to find the answer.
- Are you aware of the option of inserting a Product Image in the Inventory template's Product line item?
- See additional custom information about Accounts in a contact module by using @Hugh's method for creating a related list.
- Check this discussion on how to avoid junk leads in your CRM.
- Create a report that contains the results of all Products associated with Deals along with additional information from both modules.
- Explore the tip shared by @Piyush Goyal on how to make a field mandatory using Client scripts.
Functions:
- Appreciating @Bhoomi for helping @Kevin with the code for splitting a text field into separate records.
- Deluge script runs but fails to update records? Check this intriguing discussion between @cephtracellc and @Kevin Flynn on how to troubleshoot this issue.
- Examine @ceph's deluge code for extracting the order number from a subject field and updating it in a custom field using workflow.
- Have a look at @Athul P's code for validating the file upload field.
- Check out @Jorge Andres's approach to overcoming the deluge execution limit.
- See the final code shared by @Simple Rental Screening for automatically creating invoices in Zoho Books depending on the dates set in Zoho CRM.
- Kudos to @Jeremy Rousell and @Rakesh Kumar for pitching in a workaround for saving a multi-line address to a deal object.
- Appreciating @Hugh Marshall for helping out @Michael to create a button with a function that will mass/bulk update field values in picklists.
- Checkout the solutions offered in the post to update a date field to today's date if the check box is ticked.
Dev's Corner:
- Take a look at @Bhoomi's comment on updating tags to record via API
- Discover the client script shared by @Abhishek on freezing all the data in a module when the 'Status' picklist field is changed to the value 'Closed'.
Kaizen:
- Kaizen #71: Client Script ZDKs for Detail (Canvas) Page
- Kaizen #72: Portal #APIs [Part I]
- Kaizen #73 : Portal #APIs [Part II]
- Kaizen #74: User's Unavailability #APIs
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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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
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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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