Community Digest - September 2020

Community Digest - September 2020


Announcements

  • Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know.
  • The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED
  • Update to Search Records for new user sign ups from September 15 2020.
  • Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size.
  • Take a look at the Connections update on deploying from Sandbox to Production.

Community Discussions

Tips and tricks in Zoho CRM for Mobile

Are you on the move? Easily find the leads in your vicinity using the "Near by me" in Zoho CRM Mobile App.

My Zoho Story

Zoho users from across various industries share their learnings and experiences on leveraging Zoho to empower their business.
Watch Stuart George's story on how his company had evolved over the years.


Word of the day

Follow the Word of the day series for a better grasp of CRM terminologies. We have crossed 100+ words recently. Here is the glossary of Word of the day series.

Kaizen

A content series for the CRM Developer Community to resolve all the frequently asked questions, common hurdles, and discuss the best practices.


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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

            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,

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                                    Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your
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