Accessing Extension Created Functions

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• Melinkosi.kanengoni

• Ishwarya SG

  

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• 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

• URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877

  The DC migration was started on 1st October at 6 pm and we were informed migration period as 48 hours but even after more than 72 hours, the migration seems still in progress. We sent two emails to check the status but no responses. We need the migration

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Account not Active For any support or queries, kindly contact support@zohomail.com

  HI! I am trying to sign up to Zoho Mail which is not working. All I can see is the following error message, " Please help me. Account not Active For any support or queries, kindly contact support@zohomail.com"

• How can I add a Custom Field (or Customer_name) to a picklist?

  Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

• Introducing Zoho Commerce 2.0 — It's more than just selling!

  Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use

• Zoho Thrive connection to off-line purchases

  Is it possible for Zoho thrive to connect to subscriptions or Books and pull purchase data from clients who purchase off-line or maybe through a different sales department where items are not listed on a website for sale? Say I have a customer that signed

• Kiosk / CRM Timezone Oddity

  I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones

• Payroll Options

  Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books

• Esta dirección de correo electrónico ya se encuentra en uso en otra organización... agregar usuarios

  Buenos dias , tengo este problema a la hora de agregar usuarios mi dominio es implementos.com.pe

• How to setup noreply@ example.com

  How do I setup noreply@example.com so the mail never gets delivered. I currently have a catchall setup aswell.

• How do you associate multiple contacts to a deal in the mobile app?

  When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?

• Zoho Books Support

  Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.

• Linking Multi-UOM Barcodes to Products in Zoho Books

  Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

• Best practices for importing phone numbers

  I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead

• Has anybody managed to do ANYTHING with Zoho CRM Zia Agents?

  I have 'hired' a few agents from the 'store', and also built the super simplest Agent I could think of (retrieve the email address for a given Contact), and none of them work. I get errors like "LLM Inference failed" even from the store Agents (e.g. "Search

• custom function

  I want to send a request following the webhook pattern with Endpoint Type Intranet, I received a Zoho access response from Daniel. Please advise on how to implement invokeUrl with Endpoint Type Intranet and a probe

• ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Function #46: Auto generate list of lapsed customers using Custom Button

  Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,

• Lookups and Custom Modules

  I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

• Zoho Writer for Android - Headings

  Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung

• Can't connect to POP and SMTP over VPN

  I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

• Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

  Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

• Zoho Recruit Staffing version Interview using Zoho Meeting

  I would like to understand whether Zoho Meeting has a native integration with Zoho Recruit – Staffing Edition. As of now, I am unable to find the native Zoho Meeting integration within the Staffing Edition of Zoho Recruit. Could someone please confirm

• Possible to reorder Pipelines position?

  I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

• Pleas unblock E-Mail-Adress service@montana-energie.de / kontakt@montana-energie.de

  Dear Zoho Support, Could you please unblock service@montana-energie.de / kontakt@montana-energie.de which belongs to a regular customer with whom we are having frequent business-related conversations. Thank you very much in advance, Erdem Kar homewise

• Unable to preview attachments using Apple Safari on Mac

  When attempting to preview an image attachment in Zoho desk the image will fail to load and present a "missing" icon in the middle of the display.  This is using Safari 14.0.3 on macOS Big Sur 11.2.3.

• Kaizen #262 - Using Zoho CRM Skill to build Queries

  Hello everyone! Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Kaizens, we explored how the zoho-crm skill can help developers work with Zoho CRM APIs, Client Scripts

• 【10/30福岡】他社はZoho CRM×AIをどう使う？ 営業に役立つ実践デモ＆事例解説｜10〜12月のイベント予定も！

  ユーザーの皆様、こんにちは！ ゾーホージャパンの中野です。 10月30日（金）の福岡ユーザー交流会では、CRM×AIのデモ / 事例紹介と、 Zoho社員によるAIエージェントの解説を通じて、自社での活用を考えるヒントをお届けします。 ■ 福岡で学べる・話せる3つのこと ① CRM×AIで、営業の仕事はどう変わる？ 株式会社etikaの宮村佳祐さんが、具体的な連携デモをご紹介します。 ・提案中の商談に、参考になる過去の類似受注案件を表示 ・打ち合わせの文字起こしをCRMに自動連携し、項目を更新 ・取引先のニュースを集約し、営業担当者へお知らせ

• #10 India Specifics: GST, GSTIN And E-way Bills

  Meera's new client sent a purchase order, a vendor form, and one line that changed the whole invoice: "Invoices without a valid GSTIN and correct place of supply will be returned unpaid." She had entered her own GST details. The customer's details were

• Invoke a Widget buttons not opening in Bigin web – open_in missing from response

  Hi, I’m seeing an issue with Invoke a Widget custom buttons in Bigin web. In the Bigin Developer Sandbox, the button works correctly and the custom button response includes: "open_in": "new_tab" However, once the topping is installed in a normal Bigin

• [Zoho Desk] Follow-up: Show Full Recipient Email Address Display Improvement ?

  Hi Zoho Desk Team, I would like to follow up regarding the recipient display behavior when replying to tickets in Zoho Desk. Currently, when we reply to a ticket, the To, CC, and BCC fields are combined into a single “Recipients” field. In addition, when

• How to record refund of expenses in zoho books

  Hi, i bought a air ticket and recorded the expense in money out. The ticket was cancelled and the fare (after deducting cancellation charges) was credited back to my bank account directly. How can i record the the above transaction?

• Multiple subscription plan line items in Zoho Billing quotes

  I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.

• Invoicing multiple expense items as a single line item

        My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them

• Rename default fields in Zoho CRM

  Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these

• Do "shortcuts" or symlinks exist in Workdrive?

  I need some kind of link or shortcut to put into folders that point back to original files or folders, is there any way in Workdrive to do this?

• Contact Lookup Mapping to Custom Module CRM via DataPrep

  Hi DataPrep Team, I'm facing an issue with Contact module lookup mapping to a custom module during the DataPrep-to-CRM migration. As per the documentation, the mapping format for lookup fields should be: <Lookup_Field_API_Name>.<Lookup_Module_API_Name>

• Zoho ERP | Product updates | August 2026

  Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers Account

• Kaizen #99 - Render Widgets Using Client Script

  Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions

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