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!
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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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