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• Viji Sankar

  

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• Sunderjan Siddharth

  

• Sticky Posts

• Function #46: Auto-Calculate Sales Margin on a Quote

  Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

• 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

• Recent Topics

• IMAP Migration — Map Sent Items to Sent....

  Here's a common problem. The Sent folder on the other email service is called Sent Items. Rather than put those into the Sent folder on migration, it creates a separate folder. Is there any way I can have this done as part of the migration process. One of the Sent Items on an account I expect to migrate shortly has 25,000 messages. Manually moving them would be time-consuming and work against the migration feature. Solutions? Peace, Gene Steinberg

• Tips & Tricks Series - #3 Setting question weights in quiz questions

  Hello everyone! Welcome back to our Tips & Tricks series, where we share useful features and best practices to help you get the most out of Zoho Learn. Today, we’ll be looking at question weights in quizzes. Not all questions in a quiz need to carry the

• TimeBro/Memtime Time Tracking Import Errors

  Our staff use Memtime (formerly TimeBro) to track working time, and we have the Zoho Projects integration installed, so that the entries are mapped to Projects/Tasks/Issues automatically. Today, we've started getting the following error when attempting

• Zoho Visual Editor Not Opening

  Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading...  Do you know why it is happening. Thanks in Advance Regards Rajat

• Automate Backups

  This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

• Tip #85 – Never Lose Track of What Happened in a Session with Session Recording – 'Insider Insights'

  Tip #85 – Never Lose Track of What Happened in a Session with Session Recording – 'Insider Insights' Hello Zoho Assist Community! A technician wraps up a complex remote session. The issue is fixed, the customer is happy, and everyone moves on. But three

• LinkedIn RSC is now live in Zoho Recruit

  LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• Turn off workflow Applied pop-up

  hi We are new to Desk. I have a rule to set to "waiting for customer" when agent sends reply. This comes up every time. How to i turn off? Or am i seeing as admin.

• Make your IM workflows smarter: Automate sessions and personalize responses

  There are two simple ways to make IM workflows more efficient: automate how sessions are handled and personalize how agents communicate. Here's a look at both. 1. Automate IM session updates with the API The Update an IM Session API lets you update session

• Discover related products for contacts and companies with new topping

  Greetings! We hope you're all doing well. We've heard your request for an easier way to view products associated with a contact or company—without having to open and go through every deal individually. To help you achieve this, we're happy to introduce

• What’s New in IM: Shared Phone Number and 1,000 Templates

  Instant Messaging continues to evolve in Zoho Desk, giving teams more flexibility in how they manage WhatsApp conversations and messaging workflows. Here are two capabilities worth exploring. 1. Manage WhatsApp conversations across Zoho services using

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• CLIENT PORTAL (If clients can place orders directly on the portal)

  Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

• Exceed Limit Execution

  Hi Everyone, I begin to encounter some execution limit hit, The 1st part wherein when a record was being submitted, it checks and patch existing rows (Site Asset Services) matching the submitted row (PMS form) error: row1.Serial_N=Final_Rec.AV_Serial_N;

• [For info] As CRM administrators its important to be aware that potentially sensitive business logic & operational parameters are available via unauthenticated URLs

  There are a collection of files within Zoho CRM that COULD contain potentially sensitive commercial parameters and logic in them, and that can be accessed without authentication. This includes the CRM Data Model, Custom Picklist values, Custom Role /

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• View Products (items) in Contact and Company

  Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the

• zoho desk

  Hello, Did Zoho Desk have any issues today? Are tickets coming in late? I have an email account linked, and messages seem to be arriving with a delay—some email threads aren't coming through completely, and so on.

• Transform your line of items into line items: ICR can now record your table values as subform values

  Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten

• Minor enhancements in Zoho CRM Dashboards: drill-down for Funnels, flexible Duration settings, and more

  Dashboards in Zoho CRM help you visualize data across modules, track performance, and make informed decisions. Components like charts, KPIs, and funnels bring together key metrics in a single view, making it easier to spot trends and take action. Over

• Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM

  #crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly

• Three new ways to manage Instant Messaging in Zoho Desk

  Managing IM conversations isn't just about responding to customers. It's also about getting each conversation to the right team. Here are three updates in Zoho Desk that can help with exactly that. 1. Transfer IM tickets across departments Sometimes a

• Ask the Experts 32: Managing Privacy, Security, and Data Administration in Zoho Desk

  Hello everyone, As organizations increasingly rely on AI, machine learning, and automation, there are pressing questions around privacy, security, and data governance. Every customer interaction involves sensitive business information, whether it's troubleshooting

• Zoho Cliq 7.0: Built for Uninterrupted Work

  Work today moves fast, but follow-ups, meetings, and coordination still get messy more than we often like to admit. Zoho Cliq 7.0 is all about making everyday work feel a little lighter—better collaboration, smoother workflows, more helpful assistance,

• Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support

  Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified

• Native SMS and MMS Channel Support

  89% of US consumers say they prefer to communicate with businesses via SMS / MMS (aka "texting"). (link) Unfortunately, Zoho Desk does not currently support the most popular channel for consumer communications in the United States. For those of us in

• Smarter holiday planning with yearly-specific Holiday Lists

  Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• Side-panel “Quick Preview & Edit” for Deals and Tasks (Web)

  Hi all, I’d like to submit a feature request to improve record navigation and data entry speed in Zoho CRM. NOTE: This feature exists on Pipedrive, HubSpot, and Bigin by Zoho. Requested Feature: Add a side-panel / slide-in “quick preview” for records

• Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)

  Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something

• "Track Inventory for this item" is forced checked by default for goods items (eTims issue?)

  Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,

• Can you import projects into Zoho Projects yet?

  I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

• reset password

  Hi I need to reset my password and need help

• Is it possible to set a value to a field based on certain conditions

  Greetings Say i have a field that i want to set its value based on the value of another field.. for example if "number" field has value greater than 10, i want to set my field's value to X. Or if radio group had option 1 selected, then i want to set my

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• How to add line breaks in formula with Concat?

  I am trying to combine different fields with a formula field, but want to add line breaks.  I.e. the current code looks like:  Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be:  John Doe

• Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure

  Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which

• Is Zoho Assist Secure Connect even practical for 1 person shop?

  I was gun ho with Zoho Assist to replace my existing Remote Access product I have been using but I need to implement MFA on each unattended connection. Right now each of these connections in my other product has a rotating token that I have enter off

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