Zoho CRM Community Digest - July 2023
Hello everyone!
Check out the latest updates and interesting conversations that unfolded throughout the entire month of June.
Zoho CRM Product Updates :
- Zoho CRM's Canvas Builder now offers enhanced customization options like tab orientations, builder zoom options, rounded corners, width/height indicators, and more. Check this announcement to learn more.
- Efficiently manage duplicates with the new field-based criteria in the Find and Merge Duplicates tool. Responding to popular demand, deduplication support has now been extended to Deals and Custom modules. Learn more.
- We have an important update regarding email domain authentication. This update does not impact those who have already authenticated their email domains. If you are sending emails from the CRM using unauthenticated domains or generic email addresses, check this announcement to understand how this update will impact you.
- In the past, Notes and Attachments were visible by default to all users with record access. However, due to the sensitive nature of specific information, this setup raised concerns. To address this, we have made a change. Administrators can now enable/disable view permission for Notes and Attachments in individual profiles. Check this post to know more.
- In Zoho CRM, wizards make data collection easier by breaking large forms into smaller sections. Query Component, a recent update in Wizards help streamline data management with smart search and pre-defined actions. Select records, create new ones, and display messages based on search results. Learn more.
- Blueprints are meant to boost efficiency and ensure process compliance in your company. Yet, users can sometimes face challenges in adopting and following these processes, causing delays. To address this, we've made a few enhancements to the Blueprint interface. Now, you can easily reorder and assign colour codes to transitions, making it simpler to understand and follow the steps in the process. Learn more about it here.
- Zoho CRM introduces V5 APIs with exciting features and enhancements, including record timelines, mail merge options, user group, territory management, and fiscal year updates. Additionally, as a part of this release, some of the existing APIs have also been improved. Learn more.
- The latest update in the Zoho CRM Mobile app brings a strong emphasis on privacy and security. Access to the app can now be gated using a Passcode, while all data within the mobile app remains encrypted. Moreover, you have control over app permissions to enable or disable features like copying data and taking screenshots from the app. Read them in detail in this post.
- Zoom Phone integration is now supported for customers across all Data Centers. Check this help doc for more details.
Functions:
- Did you know that you can update the 'Amount' field in the Deals module with a custom field's value from Accounts module when a new deal is created? Explore how @Arnau Marti accomplished this requirement using Functions triggered using Workflows in this forum post.
- @Adolf Kleinhans aimed to send out the details of newly created leads as Cliq notifications. Currently, the notification triggered by the Workflow rule only displays a "View Record" button, but they wanted to include additional information in the message, such as lead source, owner, and more. Check out the code shared by @Pheranda to fulfil this requirement. If you are new and seeking guidance, watch the video posted by @Hugh Marshall for step-by-step instructions.
- Check out @Ishwarya's code that creates a new task associated with a lead and assigns it to the lead owner using Functions. The code also facilitates sending notifications and reminder emails to the assignee.
- Do you need to automate mapping of Contacts with Account that share the same domain name? Check out @Hugh Marshall's code for a solution.
Dev's corner:
- You can now select the Zoho CRM email template as the body for the mail merge email using our API. Take a look at this post for more details.
- @Team Dataholics raised a concern where the default install function is causing issues by overwriting custom user-related data during updates. They are seeking advice on how to address this by checking for variable existence and potentially excluding specific parts of the install function during updates. Check out the code and the suggestions posted by @Bhoomi Joshi in this discussion for insights on addressing this concern.
- Take a closer look @Praveen Sankar's suggestion to employ the 'openPopup' method for extending the time out of Client Scripts. This approach offers a practical workaround to the concern raised by @Ash-Tech.co.il about extending the Client Script's execution time.
Useful discussions:
- Explore @Ishwarya's in-depth explanation, complete with examples, on the functionality of assignment rules in Zoho CRM. Dive into the post to gain a better understanding.
- Interested in becoming a Zoho certified professional? @Solai Amizhdu provides insights into the certification process and the essential resources to kickstart your Zoho certification journey.
- If you handle both company and individual contacts in your Deals module, consider reviewing @Hugh Marshall's solution on eliminating the mandatory status of the "Account" field.
Kaizen:
- (Kaizen #93) - This post delves into the subjects of credit calculation and concurrency within Zoho CRM APIs.
- (Kaizen #94) - In this post, we explore the process of configuring and initializing PHP SDK versions 4 and 5.
- (Kaizen #95) - This post covers the usage of Widgets in Blueprints, offering comprehensive explanations and step-by-step instructions on implementing them.
- (Kaizen #96) - In this post, we learn how Zoho CRM's automated document generation and mail merge templates can enhance customer relationships.
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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