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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 to create groups in Zoho People?

  I want to create groups and add users.

• Deleted Blog Still Visible on Zoho Site

  I deleted the blog on the Zoho site and permanently removed it from the trash, but the article is still visible. Please make sure it does not appear. The URL is below https://seeds.tech-manage.co.jp/blogs/post/WL-04550

• Data Import validations

  Hi, I currently have a CSV file download from a 3rd party SFTP server prior to performing the data transform. When we don't have any transactional data, a file is still uploaded by the 3rd party to the server, but it is blank. This causes the transform

• Is Setting Up Sub Domain for Email Sends Good Idea?

  Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains

• Abandoned Cart Recovery doesnt work on Woocommerce

  Hi, Does someone have implemented ACR with Woo successfully? My connection seems to be established but no user entered the workflow since I'm running the integration. I also faced problems in reinstalling the plugin on my wordpress. I simply cant uninstall.

• Vault extension for Chrome rarely works anymore in Brave browser

  Hello, Until about a year ago the Vault extension for Chrome worked very reliably in the Brave browser. Since then, though, the extension fails to open, more often than not. Is there a known fix for this? I love Vault - it is, by far, the best password

• Discussion : How are you sharing your Zoho Analytics Dashboards/Reports?

  I have all of my companies data in Zoho Analytics and now want to use it to prepare regular reporting for my SLT. They currently produce a Word document with screen shots of various reports… Analytics own dashboard engine is not great and doesn't fit

• Collaborate without compromise, with Ticket Sharing.

  We often hear that the ability to move tickets is a big benefit. That kind of flexibility is great to have when your tickets require expertise across departments. But there's often a price to pay: Moving tickets across departments could result in a (well-intentioned) battle for access. When tickets move between departments while agents are working on them, chaos ensues.   To put an end to all these worries, Zoho Desk brings out a new ticket action: simply share. With ticket sharing, everyone gets

• How to get the call recording external ID via desk API

  I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

• How to get Monday as 1st day of the week?

  Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris

• What's New - April 2025 | Zoho Backstage

  Hello there, Phew! It’s been a busy month—and it’s all for you. You know that feeling when your to-do list is long, your coffee’s gone cold, but your team is absolutely crushing it behind the scenes? That’s been us this month. Between brainstorming, building,

• Mi cámara se desconecta permanentemente.

  Buenos días. Tengo una cámara web de última generación. En concreto el modelo W4DS de VIZOLINK. Realiza una primera conexión pero después se desconecta con el mensaje de que no es compatible con ZOHO. Me extraña mucho que una aplicación tan reciente cometa

• Overall unsubscribes from mailing/contact lists

  Hi, I’m looking to track how many people are unsubscribing from our mailing/contact lists overall — not just from individual campaigns. Is there a way to access this total unsubscribe number on a weekly basis for internal reporting? Thanks in advanc

• Tips and Tricks #40: Find and add YouTube videos to your slide from within Show

  Hi Everyone!  When using the right videos in a presentation, you can easily capture your audience's attention and help them connect with your message. This is useful especially when you want to explain any complex concept. For example, you can use a video

• I want to add a button in Zoho Creator that, when clicked, opens a Zoho authorization window and then redirects to my website to obtain API tokens.

  Here's the translation of your text into English: "I want to add a button in Zoho Creator that, when clicked, opens a Zoho authorization window and then redirects to my website to obtain API tokens. When running in the developer environment, I get the

• Enhance Data Visibility with Mapping Fields from Lookup Module

  We’re thrilled to announce an exciting new feature in Zoho Recruit: Mapping Fields from Lookup Module! This powerful addition is designed to display additional details from a related module when using lookup fields. This enhances data visibility and provides

• Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books

  I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through

• Form fields appearing twice on creator mobile

  We have a custom application created in Zoho Creator. When we look at the application form on desktop everything looks normal. Whenever we access the application on Creator Mobile App some fields appear twice instead of only ones. I provided an example

• Creator Widget using values from Creator Form on the same page

  Hi all, I have a widget I'm working on that I'd like to use values from a form that's on the same page as the widget. I have something working right now, where I have a stateless form on a page. On input to the form I load an inner page, setting query

• Smart Hiring Made Easy: Experience our Optimized Chatbot

  We're thrilled to announce that Zoho Recruit's Chatbot has received an exciting update! With this enhancement, recruiters will have access to even more features that will help them passively find the best candidates for their open positions. Listed below

• `insert into` Always Fails with “Improper Statement” — Even with Minimal Code

  Im develeping my inventory database using ChatGPT to help me and I´m running into an issue in my scan inventory form script when I try to make a form for logging the scanned items. 🆘 Zoho Creator: `insert into` Always Fails with “Improper Statement”

• I want to know the gross profit by sales person. How?

  Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.

• ZOHO CRM Lead_Status_History

  Hi, ZOHO CRM Lead_Status_History table is showing only ID and Modified Date. I want the history of status change in CRM Lead

• Instant Sync of Zoho CRM Data?

  With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

• Zoho Writer page break in a merge repeating region always adds an unwanted blank page

  Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank

• Creating a grid of worker activity in Zoho analytics

  Hi, We provide medical services to patients and billing is time based. We want to create a filterable grid in which we can look at any month by day and any worker and how many minutes of billable activity they performed by patient. I know exactly what

• Power of Automation :: Automatically start / pause / stop timer on task status update.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Restrict users on Form Submission

  In Zoho Creator, is there a way to restrict users/customers on form submission, on-click event of the submit button, they will be redirected to the customer login portal page (where they sign in / sign up) to complete a service purchase. We want a common

• Update date field custom module using Zoho Inventory Update Record

  I'm trying to update a date field in a custom module inside zoho inventory but keep getting this error: "code": 6, "message": "syntax.error.invalid.json" This is how my code looks: campo_sku = Map(); campo_sku.put("cf_sku_master",i_sku); campo_sku.put("cf_sku_common",i_sku_common);

• Are we able to bring FontAwesome icons into a Zoho Page?

  The OOTB Zoho icons are insufficient. Also, are we able to pull in standard emojis?

• CRM Hack #3: How to update formula functions for already created records.

  Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios

• Inventory Blocking for serial number tracking.

  Hi We are using multiple channels to get orders which adds the product to committed stock. But is there a method to block serial number of products based on FIFO automatically when an order is created, or when SO is approved?

• CRM List view for text fields that check "Does not start with" or "Does not end with"

  So these filter options are available when making reports and such, but they don't seem be available when creating a filtered view.  The text filter options there are are: "contains", "does not contain", "starts with", "ends with". Is there an easy technique to recreate the "Does not start with" and "Does not end with" functionality that I'm missing?

• Is PageSense included in Zoho One?

  PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as

• [Product Update] Introduction of Task Lists Module in Zoho Projects Integration

  Dear Customers, As part of our ongoing efforts to enhance our integrations, we’re introducing support for the "Task Lists" module in the Zoho Projects integration with Zoho Analytics. Currently, Task List-related information is available within the Tasks

• Marketing Automation Access

  Hello, Is anyone having issues getting started with Marketing Automation? I keep getting an internal error during the start up screens. I've been trying and it hasn't been resolved in a week. Is the app worth waiting for or should I just use campaigns?

• Best Way to Integrate a Shared Sales Inbox with Zoho CRM

  I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,

• 【Zoho CRM】詳細ページからサブフォーム行追加の禁止

  ■概要 いつの時点からか確認ができなかったのですが、サブフォームの行を編集ページではなく詳細ページから直接追加出来るようになっていました。便利な機能追加なのですが、サブフォームでクライアントスクリプトを使ってフィールドの読み取り専用設定などをしている環境だと、詳細ページから行挿入されるとクライアントスクリプトが動作しないので想定していたフィールドの読み取り専用設定が効かない状態になってしまいます。クライアントスクリプトを使って、詳細ページから行挿入されると保存できないようにすることで間接的に詳細ページから行挿入を禁止する方法をご紹介します。

• The Social Wall: April 2025

  Hey everyone, Welcome to the April edition of the Social Wall, where we keep you in loop about the latest feature updates, changes, and more. Let's see how April went by: Manage and respond to comments on your Threads posts from Inbox With the latest

• link non- VAT tax invoice to Fatoora portal

  Hi all Actually I have VAT tax invoice and non- VAT tax invoice About VAT tax invoice I have no problem I can link any invoice to Fatoora portal But the problem in the non VAT tax invoice because I have customers outside of Saudi Arabia No VAT ID no CRN

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