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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

• Global "Search" in FSM

  I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

• inventory template

  is it possible to implement if condition within inventory template?

• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the

• Want to setup automation

  I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.

• How to delete a Zoho CRM record in Creator?

  As I read in the tutorial there is a way to add or update a Zoho Crm record from Creator. I would like to ask you if there is any way in Creator to delete a record (using deluge) from Zoho CRM?

• What is VoC "Unique count", counting?

  Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.

• Document data extraction and import into CRM.

  I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us

• Notifications API - how to handle channel expiry

  The Documentation doesn't give a lot of detail on how the Notification API should be used. Am I correct that I can only open a channel for a maxmimum of 24 hours? And once the channel_expiry date has passed, I will no longer receive notifications? What

• Sync Books quote value into Deal amount

  I have books integrated into deals in CRM and I want to sync the quote value into the deal value automatically. Can anyone provide me some guidance?

• Remove hero banner

  Hi, I have seen this question asked before, but the answers posted have unfortunately not helped. I have a hero slide on top of my Zoho site that I now wish to remove. There is no option to remove this from my site and the show page-specific banner has

• Setting Kanban as default Task view

  For some of our projects we use the classic view and everything is fine. For other projects we only use the Kanban view. Is there a way to set the Kanban as the default task view for a project? Just the extra click to change view gets annoying all day long, plus it can confuse people viewing the project who don't know the project is laid out specifically to use the kanban view.

• Custom Extension, create a trigger button in custom module to launch the app, or any workaround

  Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created

• クライアントスクリプト 新規作成を禁止する

  ■概要 あまりニーズはないと思いますが、、、、Zoho CRM 程度作り込んで来ると「このカスタムタブのレコードは商談から Deluge でコピーしたものだけにしたい」と言う場面になりました。 レコードの新規作成は制御できない様でしたが、保存ボタンはクライアントスクリプトで無効化できることがわかりました。これを使って新規作成したレコード（各項目には何も値が入っていないレコード）保存できない方法をご紹介します。 出典： ZOHO CRM Client Script Disable Save Button

• 【Zoho CRM】Deluge による自動番号の開始番号リセット

  ■概要 商談番号を「自動番号」フィールドで設定している際、年度が変わったら「開始番号」を 0001 から再度スタートしたい。 参考URL：https://help.zoho.com/portal/de/community/topic/resetting-auto-number-on-new-year ■対応策 「スケジュール処理」に以下の様な関数を組み込み、「自動番号」フィールドのプロパティ「開始番号」を自動で変更する。 ■実行環境　Zoho CRM Plus ■関数 ■関数の解説 ・invokeapi

• What is the Use Case for Business Messaging when Live Chat already exists?

  Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the

• Edit Pinned Comments in Zoho Desk

  It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.

• Como puedo mover un prospecto "Cliente" de modulo

  Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"

• Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

  Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

• Article Update Event

  I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am I

• Kaizen #187 - Building a Timer and Worklog Widget (Part 1)

  Howdy Tech Wizards! Welcome back to a fresh week of Kaizen! This time, we are diving into a two-part series where you will learn how to build a Timer and Worklog Widget for Zoho CRM. This widget helps track active work time and log multitasking sessions

• Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows

  Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team

• Ability to select Vendor Credits when creating Vendor Payments

  When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,

• Single payment link for multiple invoices or total due for a customer on Whatsapp.

  I want to send a single payment link for multiple invoices or total due for a customer on Whatsapp. Currently zoho books do not have this option . While sending WhatsApp template, payment link is created for particular invoice. I want to send WhatsApp

• Whatsapp Customer Statement and Outstanding

  Customers are asking to whatsapp statement or outstanding report or invoices regularly. Is there a way we can integrate it in Zoho Books. We already have Whatsapp Business API from Interakt and regular Whatsapp API from MessageAutoSender. How can we use

• Owner's Draw

  Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIRE

• Adding google reviews

  HI , is it possible to add my google reviews to my zoho website ? Thank you 

• Display an image in Zoho reports report

  I have a table report in which i'd like to display an image made up of data from another column, something like: <img src="records.photo"> However, when i do that, nothing happens.  How do i pull it off?  

• GST Returns India

  1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ???  Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers should

• E-Way Bill Generation and Custom Button Requirement in Stock Transfer Module in ZOHO Books India

  We would like to provide further clarification and highlight a few operational challenges we're currently facing : we are handling stock transfers between branches/warehouses within the same state under the same GSTIN. As per government rules, E-Way Bill

• Subform data to Sheets

  I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data

• Voiding of Invoice

  What's the implication in GSTR 1 and GSTR 3B when an invoice is voided?

• Search WorkDrive File Contents from Creator

  Good afternoon, I am building out a Creator app where I want to allow users to input search terms from Creator that will return the appropriate files that contain those keywords from their Creator search. Is this possible?

• execute workflow when a package is create

  hji, there is a wey to make a workflow when a package is sended o created ?

• Adding string / text fields to modules

  I'm working on a custom leads module with a layout for call center agents.  I need to add text fields that are for display purposes only to prompt call center agents.  I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. is

• BCC Dropbox on the Agency Module

  Good morning! We've recently implemented the BCC Dropbox feature on our Zoho CRM, but this only appears to be working on the Leads and Contractor (Contacts) modules. It would be incredibly useful for it to work on our Agency module too as a way of tracking

• Display Company Logos in Pipeline View

  To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier

• Data Model - CRM Adjusting size of Entity boxes

  (Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars

• Symlinks not working

  Hi all - we're finding symlinks placed inside WorkDrive connecting to fodlers doesn't work. Anyone else seeing this?

• 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?

• Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

  With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.

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