Zoho CRM Digest
Hello Everyone!
February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the key product updates, developer insights, and community-driven solutions from the first half of the month.
Let’s dive in.
Product Updates:
The addition of Radio Buttons and Numeric Range Sliders provides a more intuitive way to capture data. Radio buttons offer clear, one-click selection for defined choices while Numeric Range Sliders allow users to drag and set values along a visual scale. These fields are ideal for surveys and scoring, as they improve data accuracy by eliminating typos and restricting entries to your predefined limits.
Record Category allows teams to group multiple picklist values into broader, high level classifications. This addition makes it easier to assess progress at a glance by using visual indicators to track transitions between stages. By categorizing individual values, you can filter and act on records more effectively, without relying on individual stage values.
Multiple enhancements are now available to streamline currency management, including automatic exchange rate updates, improved options for updating record-level exchange rates, and more flexible handling of currency values across modules. These updates ensure your financial data remains accurate even as exchange rates fluctuate.
Sequential actions now allow you to reuse responses from previous steps to build more dynamic and connected kiosk workflows. This update enables information captured in one action to be used seamlessly in later steps within the same kiosk flow, improving automation and reducing redundant input.
Functions:
To address a requirement by @jonathan_schneider regaridng copying files between modules, @Sunderjan Siddharth suggested a Deluge based approach. The solution involves downloading the file from a Contact's file upload field via the CRM API and attaching it to a related record, such as the Appointment, using the zoho.crm.attachFile() method.
Dev's Corner:
@Haiku Technical Support shared a Deluge script to help @Emma automate the transfer of files from CRM file upload fields to WorkDrive folders. The logic retrieves files from the Deals module and uses the zoho.workdrive.uploadFile() method to maintain a synchronized document repository for each record.
@Divya Aurora needed to fetch the Deal Owner’s name and email through the COQL API, as standard queries return only the owner ID. @Jeganprabhu S explained that by using the latest v8 API, one can use "dot notation" (e.g., Owner.email) in the SELECT statement to fetch these specific details directly in a single call.
And with that, we wrap up the first half of February's Zoho CRM Community Digest. Caught something cool we missed, or have a favorite from this edition?
Drop it in the comments below! We’d love to hear from you.
We’ll be back soon with more updates and community gems. Until then, stay tuned!
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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,
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