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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

• How do I embed the webinar into a webpage?

  All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?

• 404 Error When Using record_cursor in ZOHO.CREATOR.DATA.getRecords (js api)

  Iam working on fetching all records from a Zoho Creator report using the Get Records API (V2.1) with the following recursive function: js CopyEdit // Recursive function to fetch records using record_cursor from the response function fetchAllRecords(recordCursor

• Add haptic feedback when QR / barcode is scanned

  Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !

• Input list of records in Lookup

  Salut, I have 2 scripts that input list of records in a lookup. The first on works fine, the second one doesn't and I do not know why. The only differences, is that the first one input in a lookup a list of records from an actual lookup field, and with

• In line code commenting in Deluge

  A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changed

• Delete purchase order

  Buenos días, quisiera su ayuda para retirar los documentos adjuntos, ya que necesito iniciar sesión nuevamente para la venta de unos vehículos.

• Zoho One Groups and Departments - how are they used ?

  I've seen that Zoho One has the ability to create Groups and Departments, however they don't seem to do anything ? There is no ability to pick up these same groups in ; Zoho Analytics, Zoho Forms, Zoho Vault for just starters . Why aren't the Zoho One

• Automate Note Creation for Service Appointments

  Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I

• Date & Time Field | Minimum 24 hour notice.

  I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future

• I can't understand Quiet Mode

  I want to set my Zoho mail notifications to only show during set times. I only want to see my notification pop-ups from 9am-5pm Monday-Friday. Or, in another words, I don't want to receive pop-up notifications between the hours of 5pm and 9am and for

• Add subform record on data import

  I have some data pulled from analytics. I also have a "Projects" form with an "Assignments" subform linked to the "Assignments" form (not a blank form). Now when I edit a Project record, I can add new assignments manually and it will add the records in

• Update Main Form Date with Most Recent Subform Submission Date

  Hello, I have a field in my main form (equipment info) with the "date of last equipment inspection". I have a subform (equipment inspection) That wheen submitted for a piece of equipment I would like the submission date of the subform (equipment inspection)

• Need Help with MX Record Verification

  Dear Zoho Mail Support Team, I’m setting up Zoho Mail for my domain "nexiumdynamics.com" and have already added the MX, SPF, and DKIM records as instructed. The domain DNS is managed through Odoo. However, the MX record verification on Zoho Mail is still

• ¡Participa en los Zoholics Awards 2025!

  ¿Tu organización utiliza el software de Zoho de una forma innovadora? ¿Has logrado resultados dignos de noticia con nuestras aplicaciones? ¿O tienes un caso de uso especial de Zoho que te gustaría compartir con el mundo? Si es así, ¡este es tu momento

• Email Stuck in "Retry Queue" – Host Not Reachable

  Hello everyone, I’ve been encountering an issue when trying to send emails. Although the email appears in my Sent folder, it doesn’t reach the recipient, and I see the following status: In Retry Queue Temporary failure when delivering email to the recipients.

• Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

  Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those who

• Don't Receive Email

  Hi, I would like to report a problem . One of registered email in my organization is info@kedata.id . that email is used to register into MongoDB atlas. But for that case, i have a problem which the email of verification code from MongoDB atlas haven't

• Laravel - Failed to authenticate on SMTP server

  For some reason, I cant send e-mails from my Laravel app Error: Failed to authenticate on SMTP server with username "myuser" using the following authenticators: "LOGIN", "PLAIN". Authenticator "LOGIN" returned "Expected response code "235" but got code

• Custom View Row Limit?

  Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.

• Unable to import canvas template to canvas forms

  I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please advise

• Remote Control Functionality During Screen Sharing in Zoho Cliq

  Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

• Power of Automation :: Automatically Approve/Reject the associated timelogs of Issues

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Desk iOS and Android app update: Attachment restriction

  Hello, everyone! We are excited to introduce an option to restrict uploading certain attachment types on the Zoho Desk app. This feature allows you to specify the types of attachments are allowed to be uploaded and shared within the Zoho Desk. This can

• Zoho CRM Outlook integration: no option showing up even after installation

  I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook

• Portal URL Not Working?

  When I view my Company Profile, it shows my portal URL as being not created although it has been.  For example my profile shows the following:  https://meeting.zoho.com/a/..  The directory name that I chose is missing and it appears that I need to create a new Portal URL although one already exists for my organization. When I try to visit the URL that I previously created, I receive a "Page Not Found" error.

• Improve user efficiency with Automated reminders

  When it comes to business, keeping up with the deliverables is imperative. Automated reminders help you just with that, allowing you to set up notifications that are automatically triggered to your workspace users to remind them about important updates,

• Setup Outlook for domain email address fails

  I am trying to setup outlook for one of my domains email addresses and I am unable to add the account in Outlook I get "Operation could not be completed" errors. I am using the imap.zoho.com 993 for incoming and smtp.zoho.com 465 for outgoing email. I

• Free webinar alert! Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace

  Hello Zoho Workplace Community! We’re back with another exciting webinar—and this time, it’s all about delivering exceptional customer experiences. Join us for "Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace," where

• Portal permission for report only

  Hello, I have a hard time setting portal permission for my users. I have a form that is an order subform for items. I use that subform to create a filtered report for sellers to see their own orders, but at the same time I have to give them access to

• How to modify query from a DataBridge Connection

  Hello, I just installed the new DataBridge tool to import data to our Zoho Analytycs account from our local database. It works well so far, and data gets sync every day. The only issue that I found is that we do not know how to modify the query that imports

• Tip of the Week #55 – Assign roles to inbox members

  Ever heard the phrase, "Right people, right access"? That’s exactly what you can achieve in Zoho TeamInbox by assigning roles to your inbox members! In any team, not everyone needs the same level of access to your shared inboxes. Some members may need

• iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.

  Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.

• Fourth Insight - The power of Multi-Layouts

  The Wheels of Ticketing - Desk Stories The power of Multi-Layouts In the previous insights, we have established that layouts are the foundation for a ticketing system, and fields are the building blocks for the same system. Fundamentals of layouts Fields

• App Crash on MacBook Pro

  Hi Zoho, I am still struggling to keep Zoho Notebook stable on my Mac platform. I have sent in a couple of crash logs and I am making sure I have the latest version from the Mac App store. I love this application and really want to get it stable. The

• Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

  Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

• Spotlight series #7: Path animation

  Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

• Zoho Forms to Zoho Projects

  Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?

• campaings flagging domain error but crm says OK

  campaings flags error with domain buy crm says notig wrong - this is new, help

• Zoho Books - Currency Conversion

  I am trying to convert all the transactions into another currency such as converting multiple currencies into global USD Currencies. How Can I do this ?

• Changing Default PDF Name

  Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

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