Zoho CRM Digest - February 2024

Zoho CRM Digest - February 2024





We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop!


Product Updates:  

Zia Enhancements


Be it Tasks, Calls, or Meetings, Zia's activity extraction from emails now supports capturing multiple activity instances contextually. Previously, only one activity–typically the first cited instance–could be captured from an email, despite containing multiple activity-related contexts in the email content. Start leveraging this feature to enhance your CRM record-keeping and streamline follow-up processes. 

This is just one of the many enhancements that got released as a part of this update. Check-out this announcement post for more.

Enhancements in Webforms


Our recent updates to the webform feature eliminate the need for dedicated landing pages to host your webforms. This makes it easy to share forms through multiple avenues and collect submissions with ease.  Additionally, you can now create QR codes and short URLs for the webforms, making them more accessible. Furthermore, we've introduced customizable options upon form submission, allowing to either redirect to a custom URL, display a splash message, or take them to a Thank you page. Want to learn more? Check out this announcement post for all the details! 

Custom Fiscal Year


You can now customize your CRM's fiscal year to follow the 4-5-4 calendar and other popular 52-week formats. This change allows businesses to align their fiscal year with specific needs, such as seasonal sales patterns or auditing requirements. Learn more about these custom fiscal year formats and how to implement them in this post.


Bottom-up model in Forecasts

Now in Zoho CRM, you can choose between two forecasting models: top-down and bottom-up. While the top-down model was the only option before, the new bottom-up model allows users to submit targets based on their unique insights, which can then be iterated if needed and approved by the managers. To learn more and access detailed instructions, check out this post.


(VoC) Feature Now Open to All

Voice of the Customer (VoC), a feature that offers deep insights into customer feedback from various sources like emails, surveys, social media, and more, is now available to all users. New enhancements include custom dashboards for tailored insights, filtering out spam email IDs for better analysis, including data from notes and social media channels, and using VoC for automation. Learn more about these updates from our announcement post.

Useful Discussions: 

  • @Ludovic M was looking to create a custom email template with individual components, each of which bundles multiple sub-components. Explore the solution shared by @Ishwarya, complete with a GIF, in this post. 

  • @Toni's business process involves installation, and they wanted to create a ticket in Zoho Desk whenever a lead is converted. This ticket is created to send installation instructions and provide guidance on how to seek further assistance when needed. Learn how to achieve this requirement using 'Actions by Zoho Flow' in this post. 

  • @Paul Ferrall wanted to create a report capturing the total value of deals closing per quarter, extending to the upcoming 4 quarters. Check @Ishwarya's suggestion on creating a report with Deals as the primary module, grouped by calendar or fiscal quarter, in this insightful post. 

  • @Pratik sought to import meeting records, and as promised, we've `rolled out support for .CSVand .XLSX file imports. Explore this post for details.

  • @Soeren wanted to measure conversion ratios between different lead stages in their business process. Explore @Linga Siva P's detailed suggestion on creating two funnel charts with underlying reports, capturing conversion ratios for the current and preceding weeks, in this post.

  • Is your organization utilizing Microsoft SharePoint for document management? With Microsoft SharePoint handling your document organization and Zoho CRM managing your business operations, there is a need to access data from both platforms in one centralized location. Try out the SharePoint for Zoho CRM extension from Zoho Marketplace. To learn more about this integration, check out this post.


Functions:

  • @Soeren wanted to create a Deluge function that reads the status of an Account's Related List items. The function should add a tag to the Account's pre-existing tags based on those statuses and remove all the tags for a specific status. Two working solutions, following different approaches, have been provided by @Haiku and @Andrés, respectively. Explore this post for the code and related insights. 
  • @Rich Purseglove's use-case revolves around property enquiries, where they've created a Blueprint to streamline their team's validation process for scheduling viewings, and sending appointment confirmation emails. This Blueprint must also facilitate the creation of Meeting records, accommodating both physical and virtual appointments based on client preferences. However, encountering technical limitations in setting up virtual meetings via Blueprints, @Nik proposed a solution involving Functions, sharing code and guiding through iterative improvements.Check this post to for the code and insightful conversations. 

  • @think sought assistance in creating a function to retrieve the created and modified times from a lead ID, calculate the time gap, and update a custom field accordingly. However, the initial version of the script was not working as expected. With support from @Haiku Technical Support and @Sunderjan Siddharth, they iterated and refined the Function to find the solution. Check this post for the final corrected code. 


Dev's Corner:

  • @Kurt found the COQL APIs extremely useful. While revisiting an older post where @Praveen Sankar recommended using COQL APIs to fetch the user IDs based on roles, @Kurt shared additional insights on COQL APIs for those who may not be familiar with them. Check @Kurt's insightful comment in this post.
  • Let's extend our heartfelt thanks to @Vigneshwaran K for complementing the Kaizen post on updating related records upon parent record deletion by sharing a lengthy script that automates the process of updating multiple related lists when editing a single record. Check @Vigneshwaran K's comment in this post for the code. 
  • Check the comments by @Piyush Goyal in this post to find out how he used an SQL query through the Zoho CRM API to overcome the limitations of having to rename fields with parentheses while using searchRecords API.
  • @Kava Li inquired about updating an image upload field via API in a CRM module. @Sunderjan Siddharth shared a sample code, along with advice on replacing field names and connection links to achieve it. Check out this post for more details.
  • @Mehrdad Naserdoust wanted to create a global function in client script usable across different client script events and modules. @Kevin Flynn recommended using static resources, where functions can be written and stored for easy access and use, and shared a reference video from the Zoho Developer Hangout. Check out this post for more details. 

Kaizen: 

  • (Kaizen #123) - In this post, we'll learn how to synchronize data from a third-party app to Zoho CRM. We'll explore the APIs available in Zoho CRM to insert, update, or upsert records, as well as the Bulk Write API for larger operations. If you want to learn more about these APIs and how they perform in different scenarios, check out our detailed post here. 
  • (Kiazen #124) - In this post, we'll explore using Zoho CRM APIs to manipulate Subform data. For a detailed guide on using Subforms in Zoho CRM, including API methods and data retrieval techniques, check out our full post here.
  • (Kiazen #125) - In this Kaizen post, we'll explore manipulating multi-select lookup fields using Zoho CRM APIs. You'll learn how to establish many-to-many relationships with modules, like associating multiple skills with an employee. Check out the full details and API examples here. 


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 month ahead!


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