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!