Zoho CRM Community Digest - September 2023

Zoho CRM Community Digest - September 2023




Hello everyone! 

Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! 


Spotlight: 

Every year, we recognize the top community contributors by conferring the MVP award. These are enthusiastic community members, who can either be Zoho customers or dedicated partners, generously assisting fellow community members! 

Let's pause and extend our appreciation to the Zoho MVP batch of 2023 here.


Product Updates:  


Customizing Unsubscribe Page:

Now, you can personalize messaging in both the unsubscribe landing page and the success display message when a subscriber opts out of emails.Use merge fields to integrate CRM data seamlessly and tailor your messaging. For more details, click here.

Bounced Email Management:

We have simplified the process of managing bounced emails with our latest enhancement - Email bounce management. Previously, bounces were categorized as hard and soft bounce. Now we've re categorized bounces into permanent and temporary depending upon the nature of the problem. This allows you to unblock the email address directly from Zoho CRM in case of temporary bounce, reducing dependency on our support to an extent. Additionally, we've added bi-annual reviews, to help unblock email addresses automatically if the issues related to bounce are resolved. Learn more about it here. 

Keyboard Shortcuts :

Keyboard Shortcuts, one of the most anticipated features, is now made available in Zoho CRM. This facilitates actions across different sections in Zoho CRM like Record Create/Edit/Clone page, Records list view, Record details view, apart from shortcuts to switch between tabs/modules. We offer default and customizable options to fit your preferences. This post gives you detailed information on all you have to know about keyboard shortcuts. 

Sandbox support for Canvas:

Canvas provides an unparalleled level of customization for your Zoho CRM interface. Considering the significant UI transformation it brings, having a real-time test environment is essential for thorough implementation testing prior to deploying it in your production CRM account. The recent enhancement in Zoho CRM's Sandbox facilitates precisely that. Now, you can bring your Canvas components into the mix, experiment with modifications, and try them in a safe sandbox environment before going live. Learn more. 

Email Credibility Dashboard: 

Introducing the Email Credibility dashboard, a powerful tool designed for administrators to enhance email sending practices within Zoho CRM. This feature accesses the credibility of emails sent from the CRM and assigns organizations a score between 1-100 based on spam complaints and bounces over a specific timeframe. The dashboard also offers tailored recommendations to boost your credibility score. Check this post for more details.


 Zoho User Group Meetups:

Get ready for an exciting lineup of ZUG meetups spanning across the US, UK, Canada, Australia, New Zealand, South Africa, Turkey, Japan, Singapore, Thailand, Phillipines, India, Indonesia, Vietnam, and more! Click here to explore the upcoming meetups in your region and secure your spot now.


Useful Discussion:

  • @Nick was seeking advice on managing client information and legal requirements using ZohoSign and Zoho CRM. He'd like to send ZohoSign documents for legal compliance, update client data securely, and collect client needs via forms. So, this conversation captures different insights, providing valuable suggestions. Learn more. 

  • Refer to this post for a concise overview of when to choose between importing and migrating CRM records. Understanding these distinctions can be crucial in making informed decisions about your data management strategy.

  • Check out how to remove watermarks from ZOHO Writer Mail Merge templates sent in batches from Zoho CRM. Learn more

Functions: 

  • @Yohei was seeking a way to update a field with data from a sub-form in the same module. Check out the solution shared by @Bhoomi Joshi in this post, which provides the necessary code to achieve this.

  • @Dan Hope sought assistance in auto-updating an empty field using data from the same module. @Hugh Marshall adjusted the code provided by @Dan Hope, rectifying the issue. More details can be found in this post.

  • For those seeking an automatic way to update lead names in proper case, check the Function that @Sunderjan Siddharth with @Eric Jensen in this post.

  • Kudos to @60008419612@zohoclosedAccount.com for sharing the code that retrieves both the new and old owner IDs of a lead when provided with the lead ID.

  • Here's a code shared by @Sunderjan Siddharth to automatically update the "Time_Zone" field for a lead based on the first three digits of the provided phone number.

  • Check out this conversation where they delve into creating a fresh record in a custom module using Functions while addressing and resolving the issues they encountered.

Dev's Corner: 

  • Discover how to gently remind users to fill out non-mandatory fields with a simple prompt. @Hugh Marshall has shared a client script-based solution in this post.

  • Explore this post to find how to resolve authentication issues for a seamless connection with Xero.

  • @Frederik Samberg found their Client Script Wizard in @Nik and @Haiku Technical Support. This post provides a detailed guide on how to automatically update a second date field in real-time based on the value entered in the first date field using Client Script.

Kaizen: 

  • (Kaizen #101) - This post has answers for a few more questions you had for us related to Assignment Rules and Widgets. 

  • (Kaizen #102) - As a continuation of our 100th post, this post has answers the remaining questions posted in the feedback. 

  • (Kaizen #103) - This post covers the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API and how to implement the same using Zoho CRM PHP SDK. 

  • (Kaizen #104) - In this post, you can learn how to create a bulk write job, fetch the job status, and download the results.

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


      • Recent Topics

      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

      • Where are scheduled emails stored?

        After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

      • CRM Home Page Dashboard, how can i add zoho desk cases?

        How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.

      • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

        Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

      • Assistance with Setting Default Values for Zoho Chat Custom Fields

        I am currently using the Zoho Chat JavaScript API to successfully add custom fields to the chat interface. While the implementation of these fields has been smooth, I am now looking to set default values for these custom fields. However, I couldn't find

      • Subform Client Script

        Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

      • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

        L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

      • Calendar Bookings in Recruit

        Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

      • Getting Error : Developer Tool Detected

        Hi Team, Getting the error during open the portal, error attached on the same ticket. Please check and help us to resolve the same.

      • Send Zoho Creator Template by Email or sendemail

        Hello All Question:- How we can send the Zoho creator email template using the send email by the workflow or using the Function? by the Workflow sendmail [ from: zoho.adminuserid to: "zohodeveloper@yopmail.com" subject: "Test Template" message: "Test

      • Upgraded to Zoho One but Zoho Meeting still says Free Plan

        I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it

      • 新年のご挨拶、直近のイベントスケジュール

        🎍🐍謹賀新年🎍🐍 ユーザーの皆さま、明けましておめでとうございます！ コミュニティチームの中野です。 本年もよろしくお願い致します。 昨年のZoho Japanコミュニティでは、東京・大阪・名古屋・福岡 4都市でのユーザー交流会開催や、自社最大イベント「Zoholics Japan 2024」でZoho Championの皆さまとのパネルディスカッション、10月の東京ユーザー交流会では本社CRMプロダクトマネージャーを招きロードマップ解説セッションの実施、さらにZohoアンバサダープログラムのローンチ（近日公開予定）など、新たな取り組みに挑戦しました。

      • Request to Customize Module Bar Placement in New Zoho CRM UI

        Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

      • Client script: Can not choose a date field for an onChange field event

        Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

      • Upgrade User

        Hi Sir/Madame, I have 7 users in my organisation but I need upgrade more space only 2 users. Is it possibe? Thanks

      • Dashboard Auto-refresh

        Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

      • Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)

        hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into

      • add meeting link

        i want to add A meeting link in the mail when the user book the appointment then with the conformation mail i want to add meeting link there

      • Zoho One - White Label

        Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

      • Missing parameters in request, any way i can figure out what parameters i need to add?

        const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":

      • Running Total % in Pivot with filters

        Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add

      • Included in Zoho One?

        Will LandingPage eventually be included in Zoho One?

      • Add an "Impersonate" feature to Zoho Projects

        It would be nice to have an "impersonate" feature added to Zoho Projects that would allow administrators to impersonate employees to enable administrators to see for themselves what employees can and cannot see in the system. I am aware of all of the

      • Select CRM Custom Module in Zoho Creator

        I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

      • GROUPING OF CUSTOMER

        SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS

      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

      • 2024 Wrap: Rediscover these features and enhancements in Zoho CRM

        Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announced

      • A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

        Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time

      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

      • Update Candidate Status Through Workflow in Blueprint

        Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,

      • Zoho Canned respond do have a huge lag issue.

        Previously the Zoho canned respond works perfectly ... on once server update and all the Canned respond enconter huge lag... in the end cause most of the canned respond just shown code with /xxx and not the sentence....

      • ShipStation and Zoho Inventory

        Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

      • Saving slide elements

        I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?

      • Are downloadable product available in Zoho Commerce

        Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

      • Function #10: Update item prices automatically based on the last transaction created

        In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

      • Move site from WIX to ZOHO Sites

        I have a simple website on WIX.  I am wondering if someone is available to help me move this website - https://www.videothreezero.com/ to ZOHO.  Michael  Boston

      • zoho calendar week view - "super compact by default"

        every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

      • Change work hours per day for employees

        Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

      • Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships

        Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to

      • Adding New Domain to Zoho mail

        Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,

      • Next Page