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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

• need payment link excl. TDS Amount.

  Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.

• CRM is very slow now

  CRM is very slow now. Plz check ASAP

• Access error when running invokeurl

  Hi, I'm running the following code: string standalone.test_api() { LoroToken=zoho.crm.getOrgVariable("LoroToken"); info "LoroToken:"+ LoroToken; headersMap = Map(); headersMap.put("Authorization", "Bearer "+LoroToken ); headersMap.put("Content-Type",

• Disable Column Freeze in PWA View but Keep It on Desktop — Zoho Creator Reports

  Zoho Creator offers a useful feature to freeze up to two columns in a report view, which works well on desktops. However, our users access the app on both laptops and mobile devices, and freezing columns makes reports nearly unusable on smaller screens.

• How do I add more space to a note in ‘draw’?

  I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?

• Overtime per week vs. per day

  In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day.  How do we fix this? Here is an example: Mon      8 hours Tues      7 hours Wed      9 hours Thur      8 hours Fri            8 hours -----       Total      40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?  

• Add Hebrew Language Support in SalesIQ Idle Chat Handling and Reminders

  Dear Zoho SalesIQ Team, Greetings. We would like to request the addition of Hebrew language support in the Idle Chat Handling and Reminders functionality within Zoho SalesIQ. 🗣️ Background & Use Case Currently, we have successfully configured our Zobot

• notebook synchronization - problem

  Good afternoon, Since yesterday when trying to create a new notebook, it does not let me and when creating the notes they are not synchronized with the cloud, I think the error may be with the encryption of images because in the pages appears the image

• Notebook 3.5.0 -- Sort order Name A-Z not working

  Just updated to Notebook 3.5.0 on Windows 10. Sort order by Name, A to Z is backwards, like Z to A. Selecting Z to A still works as expected.

• Stay organized with chat-to-ticket timers

  Hi there! Ever lost track of a customer’s message? Or found yourself scrolling through long chat threads trying to figure out what’s what? Setting up a chat-to-ticket timer can help. It decides when a reply should stay in the old ticket or create a new

• New notecards not syncing across devices

  Hi, I'm having the same problem where my notes are not syncing from my Android to my laptop. Please help

• Please add custom sort in Windows ver. of Notebook!

  Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to do

• Formula to return string "WK 26 - 6.2.25 - 6.8.25

  Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))

• Introducing LeadChain in Bigin to sync leads from Social Ads easily

  We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back

• Templates Access

  There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Power of Automation :: Autocomplete the Project upon Task closure.

  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:

• Unable to send email through Gmail

  So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to

• "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

  Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Pre-fill Email field on Zoho Forms

  Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel

• Webhook Trigger for New Messages in Cliq Channels

  Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

• Unable to add subdomain email account under the main email account

  Hi, Is it possible to add a subdomain email account, like sky@agent.rebrightrental.com from the Admin Console of admin@rebrightrental.com in Zoho Mail? Or is that not possible? I want to create at least 3, like oak@agent.rebrightrental.com, bliss@agent.rebrightrental.com,

• How to delete a large number of emails

  Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender and

• want to renew my account

  I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the charges

• Mail app and desktop on chrome not syncing properly.

  Yesterday I spent a significant amount of time on the computer moving emails to different folders, and deleting several. This morning, I realized on my zoho mail app it still showed all the emails in the inbox. Nothing had synced. I couldn't find a sync

• Can't connect to Thunderbird

  Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correct

• Can't receive emails, but can send

  I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:

• Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime

  Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this

• Partial refunds

  I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

• Tickets are enabled but not showing in zoho desk widget

  Hi, I have a Zoho Desk ASAP JWT widget inside my app. I enabled the KB, tickets, and salesIQ chat (screenshot 1), but only the KB and chat are showing on my app widget (screenshot 2). Can you help? Thank you

• default to display images in mail

  How do I set my mail settings to default to display images, rather than asking me each time I open a message? Thanks, Sup

• Zoho CRM Theme Color?

  I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

• US Zipcode Mapping for Sales Tax areas

  In its current form, Zoho Commerce maps tax percentage to different states. Due to the wide variety of tax areas within each state, it would be much better to map sales tax against each individual zip code. In addition, it would be highly desirable to

• New Emails not being received in Zoho Email account

  I have built a new website for my client, who has an email address like his_address@zohomail.eu (example). When his customers use the Contact Form on his website, the notification emails are sent to an address as his domain name, and the Webhost automatically

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

• Relocating the server from Europe to the UAE

  We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USER

• get statement as file pdf to send in whatsapp template

  hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date

• I already configured DKIM Records, and other records as well

  I already configured DKIM Records, and other records as well but it is still going like a spam mail

• No recibo correos

  Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?

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