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• Topic Participants

• Jenna Ahlberg

• Ram Freedman

  

• Ishwarya SG

  

• Rodger Brehaut

• 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

• Creating packages according to actual shipping processes

  Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• Business Day Logic Update: More Accurate Scheduling for Your Workflows

  Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

• Territories as filters

  The territory function within the CRM is great for controlling record access and managing a sales organization however, territories are not available as a filter options within the CRM when creating reports or dashboard components. Adding the ability

• What's new in Zoho Social - Q1 recap

  Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinar

• Introducing SlyteUI : From Idea to a Working Interface in Minutes

  Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

• Payment Card or Identity form-fill from Vault?

  Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

• Zoho Desk - Event Calendar View

  Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

• Query on Tracking Visitor Activity with Zoho Forms & SalesIQ

  I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit

• Merging Photos from Subforms into Writer

  I've got a subform that contains uploadable photos. Im trying to merge them into a template but there is no option to pull them in. Is this possible? We are creating an inspection module where we can take photos and make notes and export to a report.

• Bank Feeds

  Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working

• Add Unified Project-Wide Development & Release GitHub Dashboard

  Hi Zoho Projects Team, I am writing to submit a feature request for a Unified Development & Release GitHub Dashboard that provides centralized GitHub visibility at both the Project and Milestone levels. The Vision: We need a single "Command Center" that

• Create a Custom view that displays the current signed on support reps Tickets

  Is there a way to create a custom view that has criteria that says Ticket Owner = [Current Signed on Support rep]?

• Standard view for every agent

  Hello there, I am facing the following challenge. I would like to provide a standardised view for all agents. This view should not be editable by the user. It would be nice for the users if the tickets were divided into columns (like prio work mode).

• RouteIQ user Licensefor Non–Zoho One User

  Zoho RouteIQ needs to be purchased for Zoho CRM. The current setup uses the Zoho One plan, but RouteIQ is required for a different user who is not part of Zoho One. However, they need access to routes and customer details within RouteIQ for planning their

• Private Contacts & Tasks

  What is the timeframe for being able to filter Activities and Contacts from being viewed by the rest of my team? I sync with Outlook and the ability to create a task that is private would be of great help. I have to take my dog to the vet this morning and because I put it in my Outlook calendar, now my whole team is aware of it because I had no way to mark it "private" in zoho. A simple checkbox would be great! I would be more than happy to provide examples of how ACT does this. For each event or

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• Update to CRM Custom Buttons: Collect Users' Location

  Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons

• Printing invoices using templates

  Hello. I have a sales application and i need to print invoices, delivery ntoes etc and i'm trying to use the record template feature which allow you to use all of the fields from a report. My question is how do i make calculated fields which are not in

• Sum over

  Hi, Is there an equivalent in Zoho (Aggregated Formula) to SQL’s SUM() OVER (PARTITION BY ...)? I’m looking for a way to calculate a sum within a group (partition) without collapsing the data, so that the result is still available at the row level. Has

• Api Version 2 Refresh Token invalid_code

  While Refresh token i am always getting Error {     "error": "invalid_code" } i am trying to pass all parameter as per this https://www.zoho.com/crm/developer/docs/api/refresh.html still non of things working any one have idea whats the reason for same ... please help due to this i stuck since last one week

• Is it possible to clone my Lead module layout to Customer and Potential layouts?

  I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.

• Trying to validate user's age through DoB

  We have a form where a user enters their birthdate. We'd like a rule that counts whether the user is over or under 25 years of age. This amounts to 9125 days elapsed between today and an easy way to do this would be to use conditional rule Is Before [x]

• Invoice date is incorrect

  I'm trying to pull a report of Sales Orders and filter by Invoice Date. (ex: all of 2025) Unfortunately, the filter still returns lots of SO's from other years including 2026 which would be impossible to have an invoice in 2025 from a 2026 order. It's

• DYK 2 - Filter Columns in List View

  Did You Know you could filter columns across lists in Zoho Projects ? This allows you to quickly narrow down large datasets without navigating to the filter panel from time to time, making it easier to focus on what matters right from where you are working.

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

• Sync Enable issue Between Zoho FSM and Invoice

  Hello Latha, I hope you are doing well. I am trying to enable synchronization between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). However, when I attempt to do so, I receive an “Internal error” message. Could you please assist

• Introducing Auto-trigger for Screening Bot

  Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test has

• Canvas templates can now be shared with different CRM organizations

  Moderated on 14th February, 2023: Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help doc -Customizing Record Detail Page Using Canvas Dear All, We hope you're well!

• Zoho Mail Android app update: UI revamp

  Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• How to add a custom hyperlinked button in ZohoCRM Canvas Builder?

  I am building custom views in ZohoCRM Canvas builder, with one view that will be used for a client Portal. Trying to add a custom button that when clicked opens a separate window to a ZohoForm. How do I do this?

• Filtering on related module

  I have a custom module (Module1) which is related to another custom module (Module 2) Module 1 can have many related records in Module 2. Module 2 has a date field. Module 1 has related list Module 2 I want to filter Module 1 to list all records where

• Multi-Select Field Option Limit Inquiry

  Hello FSM Team, We would like to inquire about the limitation of the Multi-Select field in Zoho FSM. Currently, the system allows a maximum of 10 selectable options, and we encountered the message: “Option count more than allowed count of 10.” Issue:

• Disable Zoho Contacts

  We don't want to use this app... How can we disable it?

• Records Per Page

  Can we get max number of records per page increased from 100 to 250 and 500 please? Or alternatively allow us to use the Zoho Sheet View for all records and not just the max 100 showing on the page? thanks.

• Zoho Forms sheet prefil

  I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve

• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

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