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!

    • Recent Topics

    • Power of Automation :: Automatically start / pause / stop timer on task status update.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

    • Editor limitations to define screen types

      Guys I have noticed that even in version 2.0 of the editor (which is this new one we use) we still have a lot to improve... When I compare to some more global solutions like Wix, Zyro, Go Daddy, Squarespace and Weebly feel that we have some limitations

    • Dúvidas do Zoho Creator

      Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro

    • Tropicalize Books

      Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

    • Automatic Sitemap Generation

      Guys are all right? Doesn't make sense for me to have to generate a map site and upload it... because it's not automatically generated just as it is done in WIX? where the customer doesn’t have to worry about this.

    • SEO improvements with ZIA

      Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Initiating a SalesIQ Zobot from a custom button on Zoho Sites

      I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page

    • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

      I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is

    • Set resolution mandatory field

      Hi,  i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk

    • Impuesto automatico en cotizaciones

      Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

    • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

      Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This

    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service

    • Creator Subform to CRM Subform

      Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.

    • custom fields not populating from deluge script into invoice

      Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"

    • tax summation function - getting error

      Hello, I'm trying to create a function that adds all of individual tax rates from a few jurisdictions. I'm getting an error on line 9 - Value is empty and 'get' function cannot be applied. I've checked that I have data in each of the required fields,

    • Backstage / Zoho Books integration

      Hello. We have Zoho One and have slowly started using Backstage. Loving it. Problem is, we have ZERO accounting control over what is sold through this product. When will we be able to connect it to our existing Zoho Books tenant? Thank you very much!

    • Getting list of calendar events over api for zoho mail calendar

      Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let

    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

    • Introducing Zoho Campaigns' own gateway for SMS campaigns

      We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand

    • Update a lookup field in CRM from Creator using deluge

      I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have

    • SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

      Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?

    • Projects Multiselect API

      Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST

    • Bill quantity received / PO quantity

      PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • Using Queries with dynamic parameters in Kiosk Studio

      Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

    • Unused items should not count into the available number of custom fields

      Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.

    • Introducing Bot Filtering for Accurate Email Campaign Analytics

      Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

    • Tip 37: Time Log Restriction in Zoho Projects

      Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

    • Chart showing schedule

      I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

      We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

    • Zoho Payroll in France

      When will Zoho Payroll be available in France ?

    • Blueprint - 'On hold' state with an automatic transition?

      I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are

    • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

      Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price

    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

    • Calculate months and years between 2 dates on subform

      I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed

    • Combine related grouping values into categories in CRM analytical components

      Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create

    • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

      Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,

    • Next Page