Changing the Default Search Criteria for Finding Duplicates

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• Moritz

• Sunderjan Siddharth

  

• Roy Vargis

  

• Sticky Posts

• Function #46: Auto-Calculate Sales Margin on a Quote

  Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

• Recent Topics

• Remove "Subject" as a required field on quotations

  Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,

• Displaying only unread tickets in ticket view

  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

• Best way to setup Inventory bin tracking for products with multiple boxes/crates

  Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these

• Zoho Books | Product updates | August 2026

  Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

• Tip #83- Give Customers a Faster Way to Reach You with the Quick Support Plugin – 'Insider Insights'

  Hello Zoho Assist Community! Think about the last time a customer needed urgent support. They emailed in, waited for a response, got a session link, couldn't find it in their inbox, called back, and by the time the session actually started, a good chunk

• Frustrated with Zoho Assist QuickSUpport

  Trialling Zoho Assist and I have a variety of clients. A lot are computer illiterate. Some have poor vision. The current support sessions are using apps which have desktop icons for the appropriate apps. I either connect on demand then the client approves

• Can't find field from ZCRM for a trigger

  Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM

• Discount Per Item / Option Removed

  Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks, 

• Any Possible to change the challan type in Delivery challan ?

  Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.

• Zoho ERP | Product updates | July 2026

  Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

• Show when an invoice has been viewed

  It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?

• Customer image field

  I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to display

• Zoho Books | Product updates | March 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Separator line

  Is there a way i can insert a line in an invoice or quote without showing qty or prices? e.g. Options I Item description qty and price Option II Item description qty and price Thanks

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• BCC Drop Box Centralisation

  Hi Team, For the last few years, I have had a question related to the Zoho CRM BCC Dropbox feature. Although BCC Dropbox is very useful for tracking customer email communication, I have always wondered why its configuration is managed at the individual

• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• CRM Integration - Option to Sync Reporting Tags

  It would be nice to be able to sync reporting tags in Zoho Finance to a custom field in Zoho CRM. My use case is for a Customer in Finance to an Account in CRM (and vice-versa, of course), but I'm sure it's pretty obvious that this could also be used

• Join the Zoho Desk Virtual Classroom Training (VCRT)

  Hello everyone, Have you heard about Zoho's Virtual Classroom Training (VCRT)? Zoho Desk's Virtual Classroom Training offers end-to-end training for Zoho Desk users. Join the VCRT and get hands-on guidance for setting up Zoho Desk and getting your business

• Make Rich Text fields available in Canva Print Views

  Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.

• Zoho CRM Approval Process based on Field Update

  Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval

• Where do I edit the "Welcome to [portal name]" message

  I am looking for a way to edit the "Welcome to" part of the message that is seen on the landing page (ex: https://help.zoho.com/portal/en/home). When I use the French interface, it doesn't make sense... I want to change it from "Bienvenue chez" to" Bienvenue au". Thanks!

• Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

  Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

• Zoho Assist may be a struggle for repeatted clients

  I am supporting people via AnyDesk and sometimes via Acronis CyberProtect Connect. The latter is EoL this year. Some clients are computer illiterate or have poor vision and even getting them to go to a website is a struggle and to download something and

• Filter isn't

  The ability to filter the history of a given flow to a specific status however it would be great to have the ability to filter to a status that isn't something for example if i want to find all history that isn't complete.

• Introducing the Store Locator widget

  Hello everyone! Your website is often the first place customers visit before deciding where to shop. But when they can't quickly find the nearest store, check business hours, or get directions, many leave your website and search elsewhere. Every extra

• Important updates to your connectors

  Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

• Important updates to your Salesforce integrations in Zoho Creator

  Hello everyone, We're writing to inform you of an important change regarding Salesforce integrations in Zoho Creator. Salesforce has introduced new security requirements for third-party platforms that connect with their services via APIs. To comply with

• Password Policy in Zoho Mail: Set password rules to keep your organization secure

  Weak or repetitive passwords are one of the most common causes of unauthorized account access in organizations. Zoho Mail's Password Policy feature allows administrators to define and enforce specific password requirements for all users in the organization,

• What is Workqueue and how to hide it?

  Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

• Zoho Community Digest - July 2026| Part 4

  Hi everyone, and welcome back! We're closing out July with a strong final week, from a major LinkedIn integration in Zoho Recruit to AI-powered forecasting in Zoho Analytics. There are also a few heads-ups worth noting, including API changes in Zoho CRM

• Zoho CRM Community Digest - July 2026| Part 2

  Hello everyone! The second half of July brought five CRM updates, including a heads-up for developers on API changes coming in October, one Quick Win on keeping your attribution data intact through lead conversion, two Dev's Corner threads worth bookmarking,

• Shared Snippets Everyone

  Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

• Keeping project teams in the know with Zoho Cliq

  Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication

• Multi-currency and Products

  One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

• Enable Credit Note creation for Sales Returns BEFORE receiving goods

  Currently, it is not possible to issue a Credit Note linked to a Sales Return until the goods have been officially marked as "received" in the system. In our business, we often need to issue a credit note to our clients immediately upon the initiation

• Getting Internal Server Error message when filing for MTD

  I am trying to file for the MTD submission, and after I filled in all the information and click (Fetch Obligation) this message "Internal Server Error [500]" pops up. I have been trying for awhile and its still the same. What shall I do as today is deadline

• No access to change view permission for team members

  Hi, I want team members to be able to update the percentage progress on their goals at mid year. Currently they cannot edit this, they can only update the comments against the goals. The ability to add view permission to goal progress for team members

• Turn your Zoho One Home into your workspace with Dashboard 2.0

  When you open Zoho One, you probably don't need to see everything. You need to see what matters to you. A sales manager may want to track pipeline and revenue. An HR manager may want to monitor employee information. A business leader may want a quick

• Zoho Assist Feature Update: August 2026

  Web Forms Web Forms in Zoho Assist help you collect support requests directly from your website and route them to the right team. Embed a customizable form so customers can raise issue details or join an active remote session using a session ID. Depending

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