Zoho CRM Community Digest - September 2024

Zoho CRM Community Digest - September 2024



Hello Everyone,

Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity.

Let's dive in!

Product Updates:

Reports in Zoho CRM have been enhanced with a quick-view filter that allows you to apply up to five filter criteria, improving the flexibility of processed reports. Supported fields from the participating modules include Date, Date Time, Checkbox, User Lookup, Picklist, and MultiPicklist. Additionally, users can predefine filters at the preview stage to ensure the report is shared with the desired filter attributes applied, and designated color codes for picklist fields are now included. Check this announcement for a sneak peak of these changes.

Zoho CRM’s Zia Presentation now offers personalized insights and targeted distribution. This feature, accessible under Zia in Settings, allows admins to select underlying data for specific users easily, with options to carbon copy others and automate the delivery frequency, ensuring presentations are generated automatically as per set schedules. Read this post, give it a try, and see how Zia can provide valuable insights into your team’s performance!

Zoho CRM is simplifying its Feeds feature by removing functionalities with low usage. The updatedFeeds interface will no longer include viewing inactive records, viewing records you follow, and auto-follow rules (except for existing users who been using these features). However, workarounds for viewing inactive and monitoring followed records are available in this post.

Exciting news! Zoho WorkDrive now powers file storage for all new Zoho CRM signups across DCs. Connect your CRM to WorkDrive to automatically organize attachments into a dedicated folder for each record, structured as Module Name > Record Name > Attachments. Access your WorkDrive account easily through the Documents tab and manage permissions with Documents permission feature. Learn how to setup and collaborate with your team by reading this post.

The Zoho CRM integration with Zoho Creator, previously exclusive to the CRM Enterprise plan, is now available for Professional plan users! Seamlessly connect Zoho Creator with your CRM to create up to 5 custom tabs for your custom apps and 3 related lists per module to link data from custom apps with default CRM modules. For more details, check out our announcement post.

Zoho CRM has introduced organization-level controls that govern access to emails sent from within the platform. You can now manage who can access and edit emails, set organization-wide permissions to limit access to sensitive data, and control permissions for drafts and scheduled emails. Explore your organisations email settings by reading this post.

Zoho CRM Kiosk just got an upgrade! You can now add titles to your Kiosk screens, adjust their width for a better viewing experience and include three new fields—Percentage, URL, and Decimal. Use the #Merge Field function to merge data from your Kiosk screens or from your CRM data, and select values from existing data in picklist, multi-line, and checkbox fields in the create record action. Configure actions like lead conversion and scheduling directly within your Kiosk. Check out this post to discover more customization options!

Zoho CRM users in India who send notification SMS messages must comply with the new URL whitelisting mandate from TRAI (Telecommunications Regulatory Authority of India). This requirement aims to prevent misuse. Please review this post and follow the guidelines provided by your network provider to ensure compliance.

Zoho CRM has introduced a new feature for managing subforms directly on the record details page. You can add, edit, delete, filter, and sort rows without switching back and forth to the record details page. This feature is being rolled out in phases. Check out this post to learn more.

Useful Discussions:

@Ozden Uslu encountered difficulties while trying to create a new pipeline in Zoho CRM, specifically with editing fields and deleting stages. @Subhash Kumar provided assistance by explaining how to edit and delete stages in the Setup menu in this post.

Annie wanted to know how to view the enrollment properties set for a cadence in Zoho CRM. @Sunderjan shared a screenshot showing that the "Who is this for?" section displays the enrollment criteria you've set. Check out this post to find out where it's located.

@Drik needed a way to automatically remind users to review uploaded documents . @Haiku Technical Support suggested using a Deluge function or a report. This solution helps track attachments and send reminders for overdue reviews. Learn more in this post.

Functions:

@Nick was attempting to create a workflow rule to automatically close tasks associated with new deals that meet specific criteria. @Subhash Kumar stepped in with a solution using a Deluge function. This function checks tasks for specific subjects and closes them automatically, reducing manual efforts. Check this post for the code!

"Every start is difficult; you're taking important steps. Keep going, buddy!" — @Andres had this to tell @Matt Warner, who encountered challenges while trying to update contact records in CRM with the number of meetings associated with each corresponding record. 

To help him achieve this, @Hugh provided guidance on using COQL queries to retrieve events within a specific date range and extract the necessary information. @Andres then shared the correct syntax that helped resolve the error in Matt's code.
Take a look at this interesting post for the working code!

It's @Matt Warner again, whose post received insightful responses from many community members. Matt's Deluge function to validate if a lead is over 18 years old wasn't working. @Subhash provided a corrected code snippet, and other members contributed as well. Matt acknowledged his learning curve as a non-developer and appreciated the explanations. Learn with Matt in this post!

Dev's Corner:

Raantjes wanted to open a pre-filled email template with the ability to edit the content before sending it by clicking a button in the Blueprint. @Hugh and @Maadhari shared their suggestions for using Client Scripting to achieve it in this post.

@WM Yeo was using a Client Script function in Zoho CRM and wanted to extract the return value from a standalone function but faced challenges doing so. By following these steps outlined in this post, you can achieve this requirement. Check out the code snipped in this post shared by @Jeganprabhu for more details.

@Jordan Barker wanted to show a warning for specific picklist selections in Zoho CRM. @Anamika suggested using the "value" parameter of the onBeforeUpdate() function. This captures the user's new selection, rather thanthe previously saved value, thereby facilitating the warning pop-up for Jordan! Check out this post to learn about the warning based on the intended selection!

WM Yeo wanted to use Client Scripts to update calculations based on changes to any of the 94 modifiable fields in their Zoho CRM module. However, there's a limit of 30 Client Scripts per page. Hugh Marshall suggested a simpler approach that accomplishes this more efficiently, allowing the script to identify the changed field and perform the necessary calculations. Curious to know more? Check out this post.

Kaizen:

Discover how to leverage the Schema Explorer in Postman to effectively understand and interact with the Zoho CRM GraphQL API.

This post addresses a common pain point for Zoho CRM users migrating from Pipedrive. Learn how to automatically update picklist values based on closing dates using Deluge functions within workflows.

This post compiles all the frequently asked questions (FAQs) about the common functionalities, limitations, and best practices of Zoho CRM Subforms.

Discover how to build a custom button widget in Zoho CRM that simplifies mass communication. This widget allows users to send SMS notifications and pre-recorded calls to multiple leads or contacts simultaneously.

Explore Flyouts in Zoho CRM Client Script. This post explains how to use them to display widgets and highlights the key differences between Flyouts and Popups.

Thank you 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 featured in next month's digest. Have a wonderful month ahead!

    • Recent Topics

    • Leave Policy for Brazil

      Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th

    • Adding date field to each individual Items when creating Invoices?

      When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the

    • Auto-Create OneDrive Folder Structure Upon Lead Creation

      Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

    • Profile Page View Customization

      I need to change the fields, sections from the profile view of an emplyoyee.

    • What do the Image Sizes mean in Zoho CRM Email Templates?

      Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"

    • Translate any published presentation to the language of your choice

      As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product

    • Blueprint: multi-select lookup field not available in the criteria option

      I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition

    • Apply Credit Note Automatically

      We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied

    • Workflow for "Expenses" module?

      Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows

    • Record Template - Conditionally printing sections

      Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.

    • User can choose the PDF report

      Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?

    • PLEASE FIX Search options and consider a Global seach option

      A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....

    • How can I transfer data from Production to Development environment?

      Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

    • Customize your calendar based on personal preferences

      Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options

    • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

      When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following

    • Show iFrame of related List inside of Blueprint Transition

      Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?

    • Lookup Fields not Converting

      I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There

    • 2024: A Year of Transformation with Zoho Forms

      As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all

    • Stop selling out of stock Items.

      Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 

    • Bigin API Token Request ("invalid_client")

      Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter

    • Customer Happiness not clickable when using API

      Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink

    • Restricting Calendar View to Working Hours

      Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

    • Send To Zoho Sign not Showing

      The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

    • How to Get An Image's URL once it's uploaded to library?

      I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac

    • 【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。

    • mail

      Frequent sending of this email, what does this mean? How to solve it

    • Issues with Calendar .ics Files Attached in Customer Email Notifications

      Hello, Thank you for recently adding .ics files as attachments in confirmation emails generated by Zoho Bookings; however, it seems that there are some issues with the new feature, particularly in the email notifications sent to customers: If a booking

    • Bluerprints: How to connect the created record back?

      I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!

    • Populate a Related List Item based on a Stage

      I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that

    • Being able to draw inside a module ?

      I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Delete a department or category

      How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

    • Analytics Module: Can you move items from one dashboard to another?

      Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

    • Suppress "spreadsheet will not be saved" message on published sheet

      I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

    • Missing "Email Authentication" tab

      Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that

    • Show item Cost value on Item screen

      The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

    • Default reminders on Emails

      I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

    • Next Page