Exporting record notes in bulk

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• 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

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• Recent Topics

• See contrat information from an account under the ticket

  Hi there, How can I program something to display created and selected contract on the ticket itself so my agents see it and can support correctly according to the contract and SLA ? Thank you :)

• Weekly time log view

  The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it should

• Any Impact of Amazon Listings API on E-commerce Integration?

  Amazon sent the following message about changes to their APIs. Our only Amazon app / integration is Zoho Inventory's eCommerce for Amazon US, so the message below in bold gives us concerns about if Amazon's warning is referencing Zoho's Amazon US integration.

• Working with Products that are non-tangible

  How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM

• ePOD Devices

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• API Integration

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• Remind/Recall Document API

  When I recall a document through the Sign API, I would like to be able to specify the reason that gets sent in the user notification email. Same with including a unique message when sending a document reminder through the API. Is there a way to include

• Zoho Books API Creating Invoice and Address API

  I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less

• Convert Multiple PO in 1 Bill

  Does anyone know how to convert multiple POs in 1 Bill? Thank you

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• How to add categories to community

  In my Community, I would like to add several Categories but I don't readily see how this is accomplished. Currently, I have one category in my community with several forums. But I would like to add more categories. Thanks.

• Knowledgeable Image Quality is very poor, any recommendations how to improve this?

  Hi All, We are looking at migrating our current knowledge base to Zoho so it can be kept in one location. Our current KB utilises a lot of images to try and make it easier for users and less wordy. Unfortunately, when I upload an image within an article,

• Assistance Required: Displaying Dynamic HTML Table in Zoho Creator Dashboard Page

  I am currently stuck while creating a custom dashboard page in Zoho Creator. I want to display a designed HTML table showing Teacher Registration data with this condition: If Total Allowed Leaves < 10, display those teachers in the table. Page Scripts

• Visibility of Custom Questions in the Question Pool

  A colleague is adding our own questions in the question pool for our Employee Engagement survey, but I can't see the questions she has entered, even after refreshing the webpage. Are the custom questions in the question pool only visible to the one who

• campaigns contact lists not exporting

  I'm trying to export a specific lead source from my contract list in 'campaigns'. Every time I have to do this the contacts won't export. I have done a search and selected the specific contacts I want to export. The box appears to choose the file type,

• Recipient Field on replies doesn't update with Contact change

  Some emails that come into our system come from an online form and the sender address is a noreply@whateverthedomainis.org So in order to reply to the original sender, we need to update/change the contact for the tickets. However, after we change the

• Multicolumns fields for native forms

  It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.

• Assign values to hidden fields in native forms

  It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,

• Migrating Email Content to a Shared Mailbox Address

  I am moving my email to Zoho Mail (currently hosted through GoDaddy). I have created a user (me) and I have also created a "Shared Mailbox" Group (through the admin panel) with an email address I will be using as an organization address. My personal email

• Calendly One-way sync- Beta Access

  Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there have

• Live webinar: Mastering financial presentations with Zoho Show

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• Zoho Desk Android app update: Accessing the guided conversation bots in the IM module

  Hello everyone! In the latest version(v2.9.8) of the Zoho Desk Android app update, we have brought in support for Guided conversation bots within the IM Module. These bots use predefined conversation flows to automate initial responses, handle routine

• Zoho Analytics Embed - Zoomed Right In?

  Hey all, I am using the Zoho Show app on an android TV and cannot figure out why, but the Zoho Analytics embed is zoomed right in. When I preview on my laptop it looks fine, when I go in and edit the code, it looks zoomed? Then when it displays on the

• Assistance with Image File Upload in Zoho Creator

  Hi , I'm building an application for storyboard creation using Zoho Creator, integrating Gemini AI for automated image generation. In the "Generate Frame" form, user inputs are collected to construct image prompts. Current Workflow: On Validation (Form

• Migrating all email accounts from cpanel shared hosting and email boxes to zoho

  I have already read previous articles posted on this forum but none of them suit my needs.So i am currently working for a small company. The company website runs on cPanel shared hosting and the company page is a WordPress website. I recently redesigned

• Domain Change from apkbark.com to apkbark.io – Do I Need to Setup Zoho Mail Again?

  I recently migrated my website from the old domain https://apkbark.com to the new domain https://apkbark.io. The Zoho Mail setup was previously configured and working perfectly on the old domain. Now I would like to know: Will my Zoho Mail setup automatically

• How to add different type of revenue under sales ?

  How to add different type of revenue under sales ?

• Types of Revenue

  i have different types of revenue , I want to see under sales in different categories , while preparing invoice I want to allocated if possible

• Zoho books account recovery

  I had submitted a request to restore zohobooks account, but I am yet to get a feedback till now. The email addresses used to access the zohobooks can not access it again. I don't know what went wrong. I need quick attention to this. More details are provided

• Payments calendar for receivables and liabilities by due dates

  Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen

• Email Search

  Has search stopped working for people? Searched on Zoho email content, I get nothing back. Signed out and back in, still same issues

• Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

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• how i can update client_secret or refresh_token in case if my was stolen?

  i want to know how i can protect my data on this case

• [Webinar] CoCreator – Generative AI-Assisted Application Development in Zoho Creator

  Hello Creators! The Zoho Developer Community is hosting a webinar on CoCreator – Generative AI-Assisted Application Development to showcase our latest AI capabilities. What's this about? It's all about our latest AI capabilities in Zoho Creator. Instead

• 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"

• Using English But Dropdowns in Thai

  We have selected English in Settings but all of the dropdown boxes are in Thai. How do i change this? The organization is based in Thailand and we are using the THB as our currency, but need the dropdowns to be in English. Please help! 🙏

• Introducing Import Contract API

  We are excited to introduce the Import Contract API in Zoho Contracts. Here's a brief overview: Import Contract API The Import Contract API allows you to import contracts directly into Zoho Contracts in any of the following states: Draft Signed Active

• Cambio de Plane

  Tenia un plan gratuito, hice una actualización a un plan de pago, salí por completo y entre nuevamente, pero no me deja corregir, pagar o modificar las facturas que había realizado en el modo de prueba. Me da el siguiente error: Factura de proveedor se

• Better integration between Zoho CRM and Zoho Bookings

  I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be

• Why is there a limit to JSONString of less 100 characters

  having this problem.

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