Zoho CRM Digest - January 2024

Zoho CRM Digest - January 2024



Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. 

 Product Updates:  

 

The final date extension for activities module depreciation

 

Attention: As a reminder, the Activities module in Zoho CRM, which has been forked into three separate modules - Calls, Meetings and Tasks, is scheduled for deprecation from February 28, 2024. To facilitate a smooth transition, we've extended the deadline and provided a way to migrate dashboard components and reports originally linked to the Activities module. For step-by-step instructions on this transition, refer to this announcement.

 

Introducing Email Support for Vendors in CRM

 

Email support for the Vendors module, a highly requested feature in our community, is now being rolled out in phases. This enhancement enables you to send emails and track conversations with your vendors directly from within the CRM's Vendors module. Check out this post to know more.

 

Instant Support Access 

 

Introducing Support Access for Zoho CRM! This new feature allows you to grant temporary access to our technical support team, enabling swift resolution of any issues you encounter. You have full control over the duration of this access and can revoke it at any time without impacting your user license. While some restrictions apply to the support team's actions in your account, you can monitor their activities through an audit log. Additionally, Support Access is available across all editions, including the free version. For more details, check out this post.

 

Enhancements to the Currency Feature

 

The enhanced currency management feature in Zoho CRM multi-currency support in trial editions, profile-based permissions for currency management, detailed currency logs to track changes, filtering options based on currency status, and more functionalities. For further details, refer to the linked post.

 

CPQ rules for custom sub-forms and custom modules

 

Zoho CRM's CPQ (Configure, Price, Quote) now extends its capabilities beyond the default Quotes module to include all inventory modules and custom modules. Furthermore, CPQ rules can now be executed on custom sub-forms within records. This enhancement makes CPQ more versatile,facilitating streamlined sales operations across various modules, including custom ones. This post provides a detailed use-case to facilitate a deeper understanding of this enhancement.

Rich Text Options for Multi-Line Fields!

 

We are excited to announce the introduction of rich text options for multi-line fields in Zoho CRM.This highly requested feature is being implemented in phases to ensure a smooth rollout process. This update enhances text editing capabilities, providing a broader array of font styles, colors, highlights, and formatting features to make your content more visually appealing and versatile. Check our announcement post for all the details.


Early Access:

 

Introducing Cadences Studio


Introducing Cadences Studio – Currently in early access, this new feature helps automate and streamline sequential follow-up activities. With Cadences Studio, effortlessly coordinate a series of response-based communications tailored for your business objectives, including emails, calls, or tasks. For example, a single cadence can be configured to automate the entire sequence: sending a thank-you email, waiting for customer feedback, and following up with a reminder if needed. This eliminates the need for multiple workflows, saving time, and making the process less complex. 

 

Check out this post to learn more about Cadences Studio in detail and register to secure early access for your organization. 


Meetups:

 

We're thrilled to announce that our ZUG Meetups for 2024 have kicked off, and we eagerly anticipate your participation. This year's meetups will focus on tackling challenges you may face and assisting you in achieving your business objectives. We urge you to take advantage of this opportunity to engage with Zoho experts and fellow professionals, gaining valuable insights to kickstart your year. Check this post for the overall schedule of this quarter's meetups. 

 


Useful Discussions:

 

  • Check out @Bhoomi Joshi's insights on importing data into a Multi-Select lookup field from CSV/Excel in this post.
  • @David sought to configure user permissions for changing record ownership within roles hierarchy. @Ishwarya SG's provides a solution: adjust permissions at the module-level via Profile Setup. Dive into the details in this post.
  • @Christopher Stockley commented on an old post, expressing the need to restrict account managers from viewing each other's records and prevent downloads. In response, @Sunderjan Siddharth shared insights on how this relates to Roles Setup and detailed the configuration for preventing downloads. Refer to Christopher's comments in this post for more information.
  • @Michael provided a work-around to Luna's inquiry about 'Stage History' functionality in modules beyond the native Deals module. For further details please refer to this post.
  • @tina sought a solution for accurate tracking of Medicare plans and their associated renewals, as discrepancies in deal counts were observed in reports over time. Explore the proposed solution by @Andres, which involved creating a new checkbox field. Additionally, @tina shared her discoveries with the community in this post for further discussion.
  • Discover how @Natalie Petkovic encountered issues with triggering automations for records created in a Custom module through Zoho Forms, along with the challenge of associating records from the custom module with related case records. Explore the insightful responses from @Hugh Marshall, complete with screenshots and relevant insights, which helped bring this post to a closure.

 Functions: 


  • The Deals module features an Auto-number field that solves various use cases. However, what if there's a need for a second Auto-number field with sequential numbering? @Sunderjan Siddharth stepped in to provide the necessary code for member facing this requirement. Refer to the comments in this post by @Zoho Admin and @Sunderjan Siddharth for detailed insights and the code snippet. 
  • Discover how @Liam automated call logging and its association with Deal records using Workflows and Functions in this insightful post. In her effort to be helpful, she returned to this old post and updated it with the working code. Dive into this post for more details. 
  • Explore how @kmylpenter automated the association between Deals and Contacts using the email captured in the Deal records. This was accomplished using Functions. Check out this post for the code snippet.

 Dev's Corner: 

  •  Discover how @P. McGuire addresses the need to validate user input against existing serial numbers in the product module using Client Script in this post.
  • Explore how @fabian.barrera got to extract data from the subform in Sales Order module to compare with a similar section in the Cases module. Dive into this post to access the code utilized for this purpose.
  • @Ishwarya SG shared her insights on inserting a record with an external ID, presenting two options to fulfill this requirement. Dive into this post for detailed guidance.
  • Learn how to restrict the currency of a Quote to match the same currency in the related Deal with the Client Script shared by @Hugh Marshall. Check out this post for the code snippet.

 

 Kaizen:

 

  • (Kaizen # 117) - Discover how to create a custom button on a records' detail page that helps delete all related child records when you delete the parent record. To do this, we will take a look at APIs like COQL API, Records API, and Mass Delete API.
  • (Kaizen # 118) - Adding to the previous post, learn how to automate the process of mass deleting child records directly from the parent record's details page. 
  • (Kaizen #119) - This post discusses a question from our developer community about how a process makes a Deluge function update the status of a field in connected records when the main record is deleted. 
  • (Kaizen #120) - This post covers how to create the sandbox environment in Zoho CRM and how to make API calls to the sandbox orgs, along with some FAQs. 
  • (Kaizen #121) - In this post, we discuss how to customize List Views using Client Script along with other concerns raised in the process.
  • (Kaizen #122) - Take a look at how one-way data synchronization will be achieved for the "Leads" module.


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 upcoming month's digest. Have a wonderful year ahead!

 

SEE ALSO

Previous month's digest 


    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • 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 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

                                                              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 practical
                                                            • 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,


                                                            Manage your brands on social media



                                                                  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

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Filtering Tickets based on Email headers

                                                                                                              We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
                                                                                                            • Zoho Forms - Form Rules based on attachment fields

                                                                                                              Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
                                                                                                            • Add QUOTE OWNER profile image to a Quote Template

                                                                                                              I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
                                                                                                            • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                              Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                            • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                                                                                              Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                                                                                            • No Response from Zoho Support in 8 Days - Typical?

                                                                                                              I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                            • Office 365 and CRM mail integration: permission required

                                                                                                              Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                                                                                            • Age Calculation

                                                                                                              I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
                                                                                                            • Open filtered deals from campaign

                                                                                                              Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                            • Change scheduling emails time

                                                                                                              When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
                                                                                                            • GST Slabs Redefined: Stay Compliant Using Zoho Books!

                                                                                                              Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
                                                                                                            • Zoho CRM: how can I control which contacts to sync with Outlook?

                                                                                                              I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
                                                                                                            • How to overcome limitations in meetings

                                                                                                              As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
                                                                                                            • Different MRP / Pricing for same product but different batches

                                                                                                              We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                            • Add a 'Log a Call' link to three dot icon in Canvas

                                                                                                              Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
                                                                                                            • Syncing Zoho Forms with Bigin - Embedding issue?

                                                                                                              Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding
                                                                                                            • Can not add fields to a Section

                                                                                                              I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
                                                                                                            • Try FSM again for our business

                                                                                                              We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
                                                                                                            • Record Logged in User while using CRM lookup field

                                                                                                              Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
                                                                                                            • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

                                                                                                              I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
                                                                                                            • how to differentiate if whatsapp comes from certain landing page?

                                                                                                              I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                            • Collaps Notes

                                                                                                              There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
                                                                                                            • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

                                                                                                              Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
                                                                                                            • Zoho Down

                                                                                                              I have a drop in my Zoho One services.
                                                                                                            • Runing RPA Agents on Headless Windows 11 Machines

                                                                                                              Has anyone tried this? Anything to be aware of regarding screen resolution?
                                                                                                            • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                              Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
                                                                                                            • Why am I getting event Pop-up Notification for events that have been cancelled?

                                                                                                              Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
                                                                                                            • Rich Text For Notes in Zoho CRM

                                                                                                              Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                            • Whatsapp Limitation Questions

                                                                                                              Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                            • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                              Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
                                                                                                            • Create a draft in reply to an email via Emails API

                                                                                                              Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
                                                                                                            • India Tech Support

                                                                                                              Is there no phone tech support number for India? And no chat facility either?
                                                                                                            • Billing Management: #1 Billing an Universal Business Routine

                                                                                                              Hello, As the saying goes, "Do the hardest job first", we started with the complex subject in finance, revenue management, which is considered to be the backbone for any business. Now, let's shift our focus and take a deep dive into this Billing Management
                                                                                                            • Show/ hide specific field based on user

                                                                                                              Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                            • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

                                                                                                              No idea what this is. Can't see what it is explained anywhere.
                                                                                                            • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                              Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                                                                                            • Zoho CRM button to download images from image upload field

                                                                                                              Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                            • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                              ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ 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的とした「Zoho
                                                                                                            • Zoho Calendar not syncing correctly with personal Google Calendar

                                                                                                              Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                            • Next Page