Zoho CRM Community Digest - June 2023
Hello Everyone!
In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June.
Keep reading to explore what June had in store for us!
Zoho CRM product updates:
- Zoho CRM's Voice of the Customer (VoC) solution helps channel customer feedback from different channels and provides actionable insights through dashboards. We're excited to share that VoC, currently in beta, has expanded its capabilities by including Calls as a supported channel. Check this post to know more.
- If you're using old password-based authentication for MS Outlook or Office 365 email integrations, it's time to switch to OAuth-based authentication. It's crucial to update your configuration to the new authentication method to maintain uninterrupted email functionality. For detailed information, refer to this post.
- Introducing the revamped canvas view, replacing our old module view editor with the all-new Canvas builder. This upgrade not only lets you customize the visual design of your database, but it also enhances the overall user experience. Discover more about the enhanced views and additional components added to the Canvas builder in this detailed post.
Useful Discussion:
- Is it possible to prevent users from making changes to the deal stage until they enter specific data? Explore the methods mentioned in this post.
- Check out @Anonymous User's response to find out how to include all the leads created within a specific period, including the converted leads, in the same report.
- Check the comments by @Anonymous User as he demonstrates how to use the Substring Formula Function to update a custom field with a value fetched from another field, excluding a select number of initial characters. It's a handy approach for similar requirements.
Functions:
- @Anonymous User's clients often reorder within a specific time period and were looking for a way to measure the reorder behaviour. Use the deluge script shared by @Hugh to find the average time in days between the deals.
- While using Functions to move records from Contacts to Leads, did you know that you can also move the related list entries along with the field values? Check this post for more details.
- Explore the technique of extracting the domain from a URL present in the 'Website' field by using the code provided by @Anonymous User. Additionally, make sure not to miss the delightful dessert shared by @Wilson Tiru as a token of gratitude to @Bhoomi for her assistance. It's heartwarming to see our community members supporting each other.
- Explore how to leverage Functions to efficiently update a specific field in multiple associated deals simultaneously when a related field is updated in the parent module. Check this post to learn more.
Dev's corner:
- Learn how to upload files to the File Upload field in Zoho CRM by referring to the Deluge code-shared by @Praveen.
- Want to know how to call a connection from within a client script? Check the solution shared by @Anonymous User in this discussion to learn more.
- Don't miss the interesting suggestion proposed by @Anonymous User on using Client Script to determine whether your users can create or edit a record.
- Explore the suggestion shared by @Haiku Technical Support on how a standalone helper function can be used to simplify the XML building process for adding custom Related Lists.
- Learn how to lock specific fields of a record based on values in another field using Client Script. Check out this post for more information.
Kaizen:
- (Kaizen #88) - This post provides a comprehensive overview on the usage of various APIsrelated to Assignment Rules in Zoho CRM
- (Kaizen #89) - In this post, you will discover a step-by-step guide on how to apply color codes to the List and Detail Pages of Zoho CRM using Client Script.
- (Kaizen #90) - This post covers various aspects related to CRM Variables and variable groups. It explains their definition, creation, updating, and deletion using both the API and the UI. Additionally, a simple example in Deluge demonstrates the usage of a CRM variable within a function.
- (Kaizen #91) - This post delves into the implementation process of lookup filters using Client Script. Read more to explore the steps involved in incorporating these filters.
- (Kaizen #92) - This post delves into the utilization of bulk read APIs and provides insights into structuring the criteria format for various field data types in PHP SDK, specifically based on v4 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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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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