Zoho CRM Community Digest - May 2023

Zoho CRM Community Digest - May 2023



Hello everyone!
 
Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the month of May. Get ready to dive in and stay updated on the most engaging topics and valuable insights that await you in this month's digest. Explore and enjoy!


Zoho CRM product updates:

  • Formula Field Behavior update: Previously, when formula fields were removed from the layout, there was an issue where the system continued to calculate the formula field value in the backend whenever the related fields were updated. However, this behavior has now been fixed. If you choose to re-add the formula field, it will display the original value that was present at the time of removal. For more information, check this post.
  • Users permission relates updates: Zoho CRM's latest user management enhancement introduces the "List Subordinates only" option, restricting user lists in assignment places to subordinates. This improves control and management in areas such as record owner assignment, record sharing, user lookup fields, and note mentions. Additionally, the "Manage Users" permission can now be specified for "Subordinates only" or "All users," offering greater flexibility. These updates significantly enhance user management and collaboration capabilities in Zoho CRM. To learn more, check out this post.
  • Custom Domain Mapping -Zoho CRM now supports custom domain mapping, allowing organizations to rebrand their CRM system with their domain name. Right now, this feature is in its early access phase. Read this post for examples and details on how this feature can benefit your business.
  • Zoom Phone integration is now live in Zoho CRM. Seamlessly engage with prospects and customers, with instant access to relevant information. Create call records effortlessly for incoming and outgoing Zoom Phone calls. Learn more in this post.

Meetups:


Q2 Meetups across the Globe! Don't miss out on our upcoming events in Canada, ANZ, US, India, and APAC regions. Level up your CRM knowledge with our curated agendas. Register now in your respective regions to secure your spot and join us for these engaging sessions.

Focus Group Webinar:

During May, we conducted Focus Group Webinars on the Zoho CRM Mobile App and, the various dashboards components in Zoho CRM. If you missed out on attending the webinar, no worries! We've got you covered. Access the recordings right here in this post and catch up on all the valuable insights shared. 


Useful discussion:

  •  @Hugh Marshall  solution effectively automates the collection of documents from Contacts, the creation of verification tasks, and updating of stages in a related Deal record. The integration between Zoho CRM and Zoho Forms makes it a seamless and perfect solution for @Paulo Guanaes's requirements.
  •  Consider @Haiku Technical Support's solution for creating a related list in the Contacts module to handle multiple leads. However, be mindful of the potential issues with duplicates, as subtly highlighted by @Michael Trow .
  •  Check out the link shared by @Pheranda to learn the process of setting up email notifications for new leads.
  •  We've addressed the requirement for threaded conversations in the Notes section of Zoho CRM by creating a free Marketplace Extension. This extension, developed by Zoho, enhances user collaboration within your organization. Check @Pheranda's comments for more details on how to use this extension and improve collaboration in Zoho CRM.
  •  Check out this informative conversation that explores the calculation of response times in Zoho CRM while excluding non-business hours and days.
  •  @Abhishek's response provides a detailed use-case scenario that highlights the effective utilization of Blueprints in Zoho CRM. Learn more.

Functions:

  • Check out the code shared in this post to fetch the incoming emails using Deluge.
  •  Did you know that you can customize the names of your Deal records in Zoho CRM automatically using Functions? Check this conversation between @Ishu and @Molly Richardson on how to rename potentials by utilizing the field values.
  •  Check out the Function code shared by @Hugh Marshall on how to calculate the average of fields and populate the accurate value into another field.

Dev's corner:

  •  Looking to enhance your development skills? Keep a tab on the Zoho CRM Developer Series, tailored for developers. Start with the first post, an introduction to Client Scripts.
  •  Want to know how to update automatically and view the number of times a task is revised? Check @Praveen's code to find out.
  •  Check out @Athul P 's comment for a clear explanation of the API credit system and Integration task credits.

Kaizen:

  •  (Kaizen #85) - Learn how to perform Record Operations with sample codes in this post. Read more for detailed information on getting started with your SDK journey.
  •   (Kaizen #86) - Discover new use cases and expand your horizons with additional examples in Record and Send Mail Operations. Read more for further information.
  •   (Kaizen # 87) - Learn how to handle multi-user lookup fields in API. Read more for detailed information.



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 numbers

                                                          • Function #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 just

                                                          • Zoho 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

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                                                          • CRM 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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