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!

    • 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

    • Rebranding Options for Zoho One

      We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

    • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

      Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

    • To print Multiple delivery notes in batches

      In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

    • Open sub form from a button as a popup form

      Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup

    • UPLOAD A CREATED PDF AUTOMATICALLY

      Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

    • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

      Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.

    • Consolidated Department-wise Payroll Cost Summary Report

      Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • What's new in Zoho Sheet: Simplify data entry and collaboration

      Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Easier onboarding for new users with stage descriptions

      Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

    • Ability to Edit Ticket Subject when Splitting a Ticket

      Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

    • How to remove chat icon from knowledge base?

      I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

      Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • Create case via email

      Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

    • Show field in spreadsheet view depending on other field value

      Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C

    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Intergrating multi location Square account with Zoho Books

      Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

    • Zoho Learn Zapier Integration

      Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.

    • Notice: SalesIQ integration paused on Zoho Sites

      I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank

    • Differences between Zoho Books and Zoho Billing

      Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

    • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

      Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

    • Como se agregan los empleados

      Necesito saber si para agregar empleados los mismos necesitan tener licencias

    • Deluge Error Code 1002 - "Resource does not exist."

      I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

    • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

      I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register

    • Deprecation of SMS-based multi-factor authentication (MFA) mode

      Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

    • Books & Desk. Client mapping

      Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have

    • Graceful Handling of Exceeded Option Limits

      Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)

    • System default SLA descriptions can't be modified

      The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

    • Adding non-Indian billing address for my Zoho subscription

      Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

    • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

      Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

    • How to create one ZohoCRM organisation out of a multi-organization?

      Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access

    • Increase the "Maximum Saved Entries per User" Options Limit

      Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

    • Gray screen while signing documents

      We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?

    • Reassign Partially Saved Entries

      Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

    • Improved Integration Failure Information (And Notification Options)

      Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an

    • Next Page