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• Sticky Posts

• 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 distribute expenses evenly over the year?

  I want to distribute cost of f.e. licences or inssurance that occour once a year over the year. How can I do this? Is this even possible?

• Free webinar: Zoho Sign in Q1 2025 - A quick walkthrough

  Hi, The first quarter of 2025 has flown by, and the Zoho Sign team has been hard at work releasing enterprise-grade features to enhance overall collaboration. Join us for our upcoming webinar, where we'll discuss what's new and what's to come. What will

• How do I make a recurring subtask?

  I have a user that has a monthly task with several subtasks. I can set the main task to monthly recurrence but I've been unable deter how to get the subtasks to transfer with the recurring task. Should I setup tasks with dependency instead?

• Workflow Failure - Notifications

  Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.

• Introducing Linkthread by Zoho Social — our new link in bio tool

  Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make

• Determine agent work hours and break timings with Desk's agent availability report

  Hello everyone, We are excited to tell you about updates to the agent availability report, designed to enhance efficiency in tracking agents’ activities. What is the agent availability report? The agent availability report helps managers monitor team

• Planned, actual and forecast hours

  Hi there, I'm attempting to use Zoho to plan projects and time, but it's so confusing. I have two questions: Why, in the screen shot below, is my planned hours saying 8? I have assigned 8 work hours to the task, and I have logged 4 hours of actuals. I

• Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

  It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

• Kaizen #188 - Building a Timer and Worklog Widget (Part 2)

  Welcome back, Tech Wizards! In Part 1, we developed a Timer Widget that logs active work sessions into the Timer Entries module. Now, let's enhance this functionality by transferring these entries into the Work Log subform within the Cases module using

• How to use Quoted/Invoiced_Items custom fields APIs in Deluge ?

  Hi, I'm trying to do a function to create an invoice from my existing quote, but I can't use some datas in the mandatory Quoted_Items Subform as it's from custom fields I've created and it's available only using APIs V2.1. So I tried what I found in the

• Can Not Categorize Sales vs Services for "On The Fly" Line Items

  We can not categorize Sales (Goods) and Services with Zoho Books for "on the fly" line items when creating a transaction (quote or invoice). Zoho Books does not provide the basic ability to separate product sales and services for "on the fly" line items

• Can a Custom Button (custom action) ask for user input?

  We have already a few buttons adding the actual date to some fields on Stages changes, now we need to ask the user for a Date and add it to a field. Can it be done using a button? or any other way?

• Canvas Flex Box containers should not require a width/height.

  Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

• Is is available to access notes from mobile app?

  As you know we have a notes section in the mail system at the website but can I access the Notes from the mobile app? Thanks in advance

• Outlook sync (365) Restricting which contacts signals are created for & seeing my sales ppls email activity

  Hi All, As per the subject I want to restrict which contacts the signals notifications are activated for, and indeed which contacts email are tracked in the crm - my boss does not want his sensitive emails to end up in there but he does want to track

• [Free Webinar] Learning Table Series - Zoho Creator for AI-Enhanced Property Management

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

• Convert Prospect Back to a Lead in Zoho CRM

  Could anybody help me convert a prospect back into a lead? There does not seem to be any kind of "reverse" button. Thanks.

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Ticket closed, remove reopen ticket button

  Hi Zoho team, Is there a way to remove the Reopen ticket button when ticket is closed?

• Request to View List of File and Folder Links in Zoho WorkDrive

  Hello, I need to check a list of links for the files and folders stored in Zoho WorkDrive. Although it is possible to check them one by one, I would like to know if there is a way to view them all at once in a list format. Could you please advise on how

• Autotranslate only have 2 of my 3 languages

  My HelpCenter has three languages, as you can see below: I chose to use Google Translate for my automatic translations: I can only see 2 languages: How do I add the Portuguese here? Is this a bug? Thank you.

• Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive

  ¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?

• Record Summary Template Improvements

  Hi, Just a few suggestions to improve the usage of record summary templates. Some of them have been asked for before. Dynamic renaming of templates when sent as pdf attachment in sendmail task, also on export to pdf. Option for Page numbering. Option to add current date (${zoho.currentdate}) Option to repeat header and footer on each page. Subforms, more options in "Related Field Properties" for cell borders.(Currently only turns full border on or off)  Choose template to use as record summary from

• In Zoho people Check in report the date want come as Colum how i can achive that in zoho people or analytics

  In Zoho people Check in report the date want come as Colum. How i can achive that in zoho people or analytics

• How to customize member portal invite

  Hello, when I sent an invite to users to join member portal, here what they get below. Is there a template to edit or way to change how this mail being sent? I checked /zstore/settings/notification but unfortunately there is no invite mail template here.

• Publish directly to production

  Hello! I am wondering if there is a way to publish changes directly to the production version of an application?

• Infinite phone verification loop

  Hi, I'm trying to test your Mail service, but I am unable to due to a problem with the phone verification. I've correctly received the verification code and verified my phone number, but whenever trying to access the Mail portal in Zoho I am presented

• how to do bulk delete for Zoho Desk tickets?

  how to do bulk delete for Zoho Desk tickets? The old UI has this function and now i cannot find it on the new UI. 

• Workflows being applied and the Large unwanted popup

  When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

• Urgent: Amazon Login Block Issue via Zoho – Suspected Integration Problem

  We’re currently experiencing a critical issue related to our Amazon login through Zoho. Although the client can still access the Amazon Seller Central account directly, our team is being blocked when trying to log in via Zoho. The account itself is not

• Delete a lot of entries...

  Hi!, I synchronized a lot of accounts from my CRM and now I would like to delete them all. How to delete more than 50 accounts at once? Thx

• Automatically create support tickets on a recurring basis

  As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess

• Update Zoho Sign Mobile View?

  Hello, My clients have have difficulty seeing the Zoho Sign documents while viewing on their mobile devices. The font is small and it is difficult for them to navigate. My use cases for using Zoho Sign are almost exclusively completed on a mobile device

• AI secretary

  In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694

• CRM Account Owner to be Assigned as Customer Owner

  We have enabled books and CRM integration The Account Owner in CRM, should be assigned as the Customer Owner in Books, but this is not the case You have go to books and manually assign the Customer Owner again If you change the Account Owner in CRM, again

• We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

  if i need post any invoice i show this We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

• Zoho Books Contact Creation through API.

  I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]

• How Would I get data from a network drive to be feed into creator program.

  What's the easiest and cleanest solution for this?

• Fetching a missing Folder, now creates it

  Hello, I'm using Zoho Flow to fetch a folder within a Team Folder. If the folder is missing (folder ID is null), I trigger a Create Folder. Now in 2025, when I fetch a missing folder, a folder is created right away with the "name + full date" and a Folder

• Company Name Update and Chatbot Customization

  We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,

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