Zoho CRM Digest - April 2024

Zoho CRM Digest - April 2024



Welcome to April, the season of blooming trees and blossoming flowers! As nature comes alive, so does our community. Dive into this month's digest to explore vibrant discussions and exciting announcements. 

Zoho CRM product updates:

Email-related enhancements in Accounts and Deals modules in CRM:

  • We're excited to unveil a highly anticipated feature in Zoho CRM: the ability to send emails directly from the accounts module. The email composer in Accounts module now offers quick suggestions for related contacts' email addresses, and makes it possible to access attachments and email templates specific to the Accounts module. Additionally, in the Deals module, email addresses of "contact roles" linked to the deal record will now be provided as quick suggestions. Explore the announcement for more details.

Resolve Conflicts during Deployment in Sandbox:

  • This announcement introduces notable upgrades to Zoho CRM's Sandbox, specifically targeting conflict resolution and some UI enhancements. Users can now swiftly access comprehensive conflict details right from the "Check Dependency page" and resolve issues directly from there. These updates aim to streamline the deployment of sandbox changes to production accounts, tackling common pain points such as missing associated items, duplicate name conflicts, and developer-user association conflicts. For more details, refer to the announcement post.

Introducing Zia Notes Summary: 

  • Introducing Zia Notes Summary, a new feature in Zoho CRM that offers users quick summaries of their CRM notes. This feature is particularly beneficial when navigating through numerous notes or requiring a concise overview of details captured in the notes section. This update provides two summaries: "Overall Summary" for a bird's-eye view of all notes on a record, and "Last Note Summary" for the most recent update. For a deeper dive into the new feature, check this announcement.

Multiple Kanban Views per Module: 

  • Previously, users were limited to one Kanban view per module, necessitating edits for different categorisations. Now, with the latest update, multiple Kanban views are supported, enabling effortless switching between views. The ability to expand and collapse stages in the card view enhances its compactness. Deal stages can be updated swiftly via drag-and-drop functionality, and stage-specific records can be created directly from the Kanban view. Moreover, access permissions can be set to control viewing and editing privileges for each Kanban view. Additionally, pipeline selection will be persisted until the user changes it, an option that was requested by many community members previously[Ref]. Check out this announcement for full details.

Add Tasks to Zoho CRM Calendar: 

  • We're excited to announce that the option to add tasks to the CRM calendar, a much-awaited feature requested by the community, has now been implemented. With this, you get daily and weekly views of CRM tasks in the Calendar, allowing you to easily keep track of your tasks right alongside your meetings and calls. Additionally, you can switch between single and multi-user views to manage tasks effectively and, create tasks directly from the calendar. For more details and resources related to this release, check out this Idea post.

Useful Discussions: 

  • @Felipe Salomão de Sousa Vale wanted to auto-format the phone numbers by removing special characters and spaces, including the country code if not present, and prefixing phone numbers with only 11 digits with the  "+" symbol. @Bhoomi Joshi and @Rodger Brehau provided the required suggestions for formatting the phone numbers using Functions. Check the post to learn more. 

Sales duo performance tracking:

  • @Bas van den Berk brought up an interesting sales report requirement. Every prospect is assigned to a pair of consultants. They wanted to add a matrix-like component to their dashboard to track the performance of sales duos based on the number of clients they have successfully closed, and to visualize the data to quickly identify the most successful duos. @Anonymous User suggested using a "Heat map" chart as it makes it easy to identify the top performing sales-duos at a glance. Discover the details in this post.

Multi-product purchase tracking at the Account level: 

  • @Ashley was reviewing an old post on tracking multiple product purchases by the same Account. While a Subform based solution was already suggested, @Max Tyack proposed an alternative approach using a custom module and lookup fields, which Ashley welcomed. Max also confirmed that Ashely's additional requirement for auto-updating prices across records can be achieved with either approaches using Workflows and Functions. Check out @Max Tyack's response in this post for further details.

Functions:

  • @Alejandro wanted to automatically capitalize the first letter of each word in a contact's information for all fields, regardless of how users enter it. @Rodger Brehaut shared the Deluge code to be associated with a workflow, which runs when the record is edited. Check this post for the code.

Execute Function only for select deal stages:

  • @Chris wanted to run a Function based on a deal's stage and needed to know how to best exclude select deals stages. @Hugh Marshall and @Bhoomi Joshi came up with different approaches to solve the same need, each, creating a list of stages to avoid and validating if the active deal is is not on that stage list. Check the code they shared in this post.

Automating Quote Management: 

  • @Coen | Heative mentioned that their sales process involves sending multiple quotes to customers, with only one being accepted. Once a quote is marked as "Won", they would like the other related quotes for the contact record to be automatically updated to "Lost". Check the solution proposed by @Ishwarya in this post, which includes a code snippet to be associated with a workflow to meet this requirement.

UpdateRecord Success: 

  • @David Shaw uses an updateRecord call in a Function, triggered by a clicking a button, and wanted to check whether the response indicates a success or failure. They provided a simple code for this requirement, with @Bhoomi Joshi and @Anonymous User making the necessary tweaks to get it to work. Check this post for the working code.

Auto-updation of deal stage:

  • @Benjamin wanted to update the deal stage to "Scheduled" automatically whenever a new meeting is added to a deal record in Zoho CRM. @Anonymous User shared theFunction code to achieve this. Check this post for the code.

Optimize CRM storage by automatically moving or deleting attachments:

  • @Anthony observed that their users were adding multiple attachments to a custom module, which significantly increased the CRM storage usage. They were looking for a way to automatically delete attachments or move them to Zoho WorkDrive when a field's status is set to certain criteria. Check out the solution posted by @Hugh Marshall, complete with code, in this post to achieve this.

Calling Functions linked to a Workflow: 

  • @David wanted to know if there's an efficient way to call a Function running within a Workflow from another similar Function without exposing the first Function via API. @Nicolas Donoso provided the solution: call the first Function using the automation namespace in the code. Check this post for the solution and sample code.

Dev's Corner:

  • @Felipe wanted to show an alert during the deal creation stage if a specific field is duplicated, without blocking the deal creation process. @Hugh Marshall suggested using Client Script, and @Anonymous User provided a detailed explanation including sample Client Script code, to prompt users about duplicates while allowing them to proceed and save if needed. Check this post for the solution. 

Real-time Dropdown popup for CRM field update during deal Creation: 

  • @Javier Molina wanted to open a popup with a dropdown list for users to select an option and pass it to a CRM field in real-time during deal creation. Check this post for Subash Kumar's Client Script code that fulfils this requirement.

Best practices for handling large record sets:

  • @David sought best practices for handling large record sets, especially when iterating over more than 200 records at once. Multiple community members shared their solutions, with @Kiruthiga recommending the use of the COQL API to determine the total record count. Additionally, she provided helpful tips and sample code for effectively handling large data sets. Jump into the post for detailed answers. 

Filtering recent calls by date and time: 

  • @Paul de Geode encountered difficulties retrieving calls made in the last week, particularly in filtering records by date and time using the V2 API. @Christoph Wenzel and others offered workarounds, recommending either the use of V6 API or COQL to address the issue. For more details, check out this post.

Naming variables in Deluge scripting:

  • Big shout out to @Rodger Brehaut for sharing invaluable insights on naming conventions for variables in Deluge scripting based on their type! Rodger suggests opting for descriptive names over generic ones like "response," making future code easier to understand and work with. Read this post to learn more. 

Kaizen: 

  • This post discusses self-client and server-based clients in Zoho CRM. Check out this post for videos and detailed explanations, along with suggestions for further reading to see how they're applied using Java SDKs.

Kaizen #134 - Manipulating Rich Text Field (RTF) using Zoho CRM APIs: 

  • Want to understand the ins and outs of working with Rich Text Field (RTF) and how to manipulate RTF using Zoho CRM APIs? Look no further than this post.


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!


    • 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,

    • Recent Topics

    • Low Stock View

      We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

    • Show backordered items on packing slip

      We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

    • Document | Files

      The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

    • books+POS+ tap to pay+ stripe

      So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

    • Canvas Form View - Client Script Page on load - Url params not working

      We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

    • Is it possible to set a customer context variable in Zobot

      Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

    • Cannot change Blog Title

      There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

    • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

      Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

    • How to verify website ownership with google search console

      Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

    • "SPF record exceed the allowed limit of 10"

      Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

    • Animated GIF Images in Chat

      I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

    • I can't seem to login in to Mail Apps of MacOS /IOS

      Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

    • Profile Image Showing Incorrectly in Zoho Mail

      Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

    • I need access to my old email

      I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

    • Set Defaults for Email Groups

      Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

    • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

      In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.

    • Domain verification probem

      Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.

    • Switching to Cloudflare email routing from Zoho Mail

      Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived

    • Un Subscription Button

      How can i Add the Un Subscription Button in Zoho mail

    • Documents unable view and need to downlad

      I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.

    • we encountered a problem while sending your email. please try again later.

    • Adding and removing people from groups

      We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.

    • MAIL SEARCH IS NOT WORKING

      THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST

    • URL Parameter on Help Center SIgn in link

      Is it possible to add a url parameter to the sign in link on the Help Center?

    • migrating from HelpScout

      I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

    • Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)

      Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially

    • How to parse JSON data with SQL in Zoho Analytics?

      Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is

    • Add an Equation Field (Or update the Formula Field)

      Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan

    • How to parse column having JSON data using SQL?

      We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data

    • Enable report button based on the current user role

      Greetings  i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions

    • 500 Internal Error In Mail API

      I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.

    • Zoho Sign Document upload to the Attachment section of the Zoho CRM Deals record

      Hi, Is there a script I can use to attach a document once signed in the Deals record attachment section? I know that the fiels are uploaded in the Zoho Sign Document module but our client wants it in the attachment section. They are using the "Send with

    • Zoho live chat widget in React Js

      I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq

    • Are there any plans to add Triggers for Subform edits?

      By The Grace of G-D.  Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?

    • Zoho commerce

      i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being

    • Feature Request: Improve Category Page Sorting for "Out of Stock" Products

      Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it

    • POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')

      I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.

    • Next Page