Zoho CRM Community Digest - March 2023
Hello Everyone!
Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access.
Keep reading!
Announcements:
- Zoho CRM has updated the list view with several enhancements to provide users with improved navigation options. From contextual quick actions to the ability to save filters, these updates are designed to enhance the user experience. Read the post to understand them in detail.
- Keep track of all your call correspondence effortlessly using our new voice recording field. This new field allows you to input your voice recording URLs, making it easier than ever to monitor and manage your calls.
- Explore the new telephony-related Zia enhancements – Call Transcription, and Call Intelligence. Call Transcription provides transcribed audio recordings of your phone conversations, while Call Intelligence helps you understand the sentiment, intention, and emotion of the call conversation without having to review the transcript. This feature optimizes your time and effort. Learn more.
- Data crunching is now made easier with Zia's enhanced analytics suggestions. Zia analyzes your data, reports, and charts, and recommends dashboard components tailor-made for your organization's requirements.
- Group creation and group details pages in Zoho CRM have gone through a revamp. The focus of this change is to simplify the process of creating groups, adding members, and managing them. Explore them in this post.
The new email configuration in Zoho CRM comes packed with an array of exciting new features and enhancements like modern authentication support for Microsoft Office365 and Outlook, email backup for IMAP users, and much more.
Besides email configuration changes, we got a bunch of enhancements to optimize your experience with emails in Zoho CRM. This includes a threaded view for emails, re-sizable columns in the email-related list, the option to add attachments from different cloud drives, and much more. Learn more
You can now directly migrate data from your Bigin organization to Zoho CRM. Check this announcement for more details.
Discover how we have addressed the issue of blank fields in the computing formula field by implementing a fix that now allows the field to remain empty if the value is null, rather than erroneously marking it as 0 which can cause calculation errors. Learn more about this here.
Product Training:
Virtual Classroom Training 2023:
Our training team conducts a series of virtual training sessions for different Zoho products including Zoho CRM. Click here to learn more and register for one of the upcoming sessions.
Our training team conducts a series of virtual training sessions for different Zoho products including Zoho CRM. Click here to learn more and register for one of the upcoming sessions.
In-person training sessions:
This year, we have initiated our in-person Zoho workshop series in Melbourne and Sydney. During the workshop, we will discuss how you can use our Zoho apps in your daily operations to streamline workloads, enhance data analysis and management, and foster teamwork. You can register here.
Early Access:
Continuing with the Feb '23 list of early access features, we've added a few more on March '23. As these features are enabled on an ad-hoc basis for interested customers, make sure to fill out the forms linked to the respective announcement posts.
- CPQ for Zoho CRM: CPQ is a sales tool that enables you to share personalized and precise quotes with customers quickly. Configure product combinations and pricing rules in advance to create tailored quotes, complete with taxes and discounts. It's a game-changing solution for businesses with multiple product lines.
- PathFinder for Zoho CRM: With PathFinder, you can gain insight into your customers' journeys across various touchpoints and channels, allowing you to understand their interactions with your brand.
- SMS Notification for Zoho CRM: Send transactional SMS messages directly to your customers' hand-held devices from your CRM, and set up SMS notifications automation and more.
- Workflow Rules based on Notes: Trigger workflow rules based on notes in your CRM. Choose to activate rules when a note is added, added or modified, just modified, or deleted.
- Voice-based forecast analysis: This feature is a sequel to our previously announced VoC feature, enhancing your ability to analyze customer feedback and make data-driven decisions.
Focus Group Webinar:
Zoho CRM has recently introduced 10 brand-new features that enhance its core capabilities, covering areas such as field customization and control, analytics, and forecasting.
To learn more about these enhancements, check out the upcoming webinars that will cover the challenges they address, provide implementation guidance, and discuss Zoho CRM's plans. Register here.
Functions:
- Automatically create a record in a custom module every time a new Deal is generated with the code shared by @Bhoomi
- Check out @Hugh's code to learn how to loop through all open meetings using Deluge.
- Take a look at the custom function to update specific rows/fields in a subform.
- Explore the code to find the most recent date in related records.
- Discover how to automatically include a generated note to the corresponding contact when the deal's stage is marked as "closed won."
- Upon creating a new product, automatically look up and populate details from the "Users" module using Function. Check this post to learn more.
- Check this discussion to learn how to remove subform entries from a cloned invoice.
Dev's corner:
- Check @Praveen's response to understand how the recent version of Zoho CRM API handles auto-calculation for Total and Grand Total fields when updating or inserting only certain parts of the pricing information.
- Check this post to understand how to convert a String into JSON format.
- Take a look at the code snippet shared by @Hugh Marshall for extracting data from a subform on a page.
Kaizen:
- (Kaizen#75) Frequently Asked Questions on Client Script - if you have doubts and looking for an answer, do check this post as it covers most of the frequently asked questions on Client Script.
- (Kaizen#76) Using ZDK CRM APIs in Client Script - This post explains the utility of Client Script with examples of handling client-side requirements of a Canvas Details page.
- (Kaizen #77) Multi-select Lookup Fields in API V4 - Learn how to add data to multi-select lookup fields in Zoho CRM using the insert records API.
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!
SEE ALSO
>Previous month's digest
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Swetha S
Sticky Posts
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,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Candidate Assessments, no workflows.
I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" ifMail Merge in Zoho Desk
Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.Workdrive backup and default storage selection
Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at theZoho vault filling in a form it's not supposed to fill in
Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever wasZoho Booking Integration with Desk
Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't changeLet us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forSyncing calendar with Google Calendar doesn't work when events are sent to auto repeat
Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.Organization wide Account and Contacts Visibility/Sharing Capabilities?
Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able toNotification of Interaction Assignment
If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discoveringCountries List Global Set- Complete with Phone Country Code and Continent.
Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are misCustom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, andMessage as bot
I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directlyBooks <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to syncTrouble with using Apostrophe in Name of Customers and Vendors
We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering theRecording overpayment?
So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?Introducing the New Zoho Assist Quick Support Plugin
We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,Automate your signing workflows with Zoho Sign + n8n
Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visualAsk the Experts 27: Onboarding and managing support reps
Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "EveryRetainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.Spotlight #27: Embed visual collaboration Spaces in your presentations using the Vani add-on
Hello everyone! This month’s spotlight feature is the Vani add-on for Zoho Show. Every time you pause your presentation to open another tab or pull up supporting material, you lose a bit of momentum. At Zoho Show, we design features that keep everythingCRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some seriousGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesGlobal Search / Command Palette in Live App
Zoho Creator applications can contain many forms, reports, pages, and dashboards. While navigation inside the app is smooth, users still need to move through multiple menus or screens to find specific records or open particular modules. Currently, inNew 2026 Application Themes
Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement positionSmarter appointment allocation with round-robin distribution
Greetings from the Zoho Bookings team! We’re excited to introduce the Appointment Distribution feature, a new way to decide how appointments are assigned among users. By default, appointments are distributed evenly across all event types, but this enhancementA2P 10DLC Opt-in Rejection Issue with Zoho Creator Public Form
Hi everyone, I’m working on an A2P 10DLC SMS campaign and running into repeated rejections due to opt-in issues. I’m using Zoho Creator for the registration flow. The form is public (no login required). Users enter their phone number and there is an uncheckedMake Quick Edits to Images Before Attaching
Hello everyone, We have enhanced how attachments are handled in tickets to help agents preview and share files more efficiently in Zoho Desk. Agents can preview image attachments before adding them to tickets and edit them using attachment annotator.3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。Extend color coding to custom picklist fields
Objectively, Projects has the best UI of any Zoho app — clean, intuitive, and never feels bloated. Big props to whoever owns the design. Feature request: color coding for custom picklist field values in field customization. You've already done it in twoNew in Office Integrator: In-sheet text translation
Hi users, We're pleased to introduce translation capability in the spreadsheet editor in Zoho Office Integrator. This allows you to translate the text in your spreadsheet's cells into 70+ languages from within your web app. Office Integrator's spreadsheetStreamline email communication with Out of Office configuration
Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settingsChanging settings for auto logoff
I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We areA few Issues when using "Pay Bill via Check"
We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstandingPrevent tracking users from specific countries
Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you pleaseEdit Project Number?
Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd likeDownload pricebook products & details - not just pricebook creation date & name
We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]
Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. IOutgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)
Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity AAssign Meeting in records
It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able toNext Page