Community Digest - March 2020

Community Digest - March 2020


Announcements:


Check out the new, revamped record details page in Zoho CRM that's easier on the eyes

Custom Buttons now available in the List View - Utility Menu. Learn more.

Field limits are revised for the enterprise edition.

Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM.

Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive. 

More than 900 extensions in the Zoho Marketplace to enrich your experience with Zoho products. Check out what's new on Zoho Marketplace for Zoho CRM in February 2020.

Kaizen:

Kaizen #20 - Node JS SDK

Kaizen #21 - Functions in Zoho CRM


Kaizen #23 - Widgets

Kaizen #24 - CORS and the JS SDK

App Spotlight:

App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps. 







Useful Discussions:

Wondering how to filter by groups and roles for the owner field in Zoho CRM analytics and in workflows? Follow this discussion.

Check out this topic to know how to accomplish different calls at one go.

A round of applause to Micheal, one of the Zoho enthusiasts, who shared a workaround to get Zoho CRM to trigger Microsoft 365 Power Automate.



Check out Our MVP champ, Michael Trow detailed answer on to link a contact with a product.


Want to find all the deals that have more than one contact associated with the deal? Follow the discussion.

Check out the formula code for calculating age from date of birth.


Curious to know API Bulk read and write?


Trying to duplicate a lead with the same information with the rest of the fields being the same.


Our MVP, Michael Trow who shared a comprehensive answer on best practices for measuring Product Demonstration efficiency.


Scaling Sales:

Scaling sales is a community of sales leaders, executives, and rookies who will be your drivers for growth by sharing best practices to enhance your business functionalities. Hop over to the latest post in this series on ways to scale your sales.



How - To:

How - To is a new community learning series that focuses on sharing simplified processes to execute vital CRM processes effectively and provides step-by-step instructions on how to do it!


Word of the Day:

Introducing our new addition to community learning series - Word of the Day. This series is a fun way to help you understand the major features and jargons in CRM. Follow the Word of the Day series have a better grasp of CRM terminology easy peasy.