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
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,
Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
Recent Topics
Transfer Amount from One Vendor to Another Vendor
One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"
it is really annoying.
How to make Branch compulsory in Zoho Books invoice?
How I make Branches compulsory in Zoho Books invoice?
Regarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
Default Ship To Address on Purchase Orders cannot be different than Organization Address
Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating
Function #57: Automatically group items in invoices based on categories
Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
Fixed asset management
I want to know if there is any individual module for fixed assets management
Suppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
unable to import transactions into zoho books
I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.
Zoho Forms Unable to Save Account Numbers with a Leading Zero
We are using Zoho Forms to for rental applications. It is working well, except for one thing: when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without
How to include GST% in PO amount?
Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.
sitemap in zoho sites not updating
I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?
I trying to connect our PM tool but API shows failure
Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details
2 serial numbers for 1 item (Mac address and Serial number)
There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
Sample Ticket - Created from Bot Preview
Why is Zoho desk adding bot created tickets?
Webhook data is not being received
We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,
Number of Workflow runs
Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you
Mail is no longer populating CRM contacts
Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.
Zoho Support is indeed shocking and difficult to get a response with
All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your
Chart with Filtered Data vs Unfiltered Data
I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
How to get a list of selected records into a button-function? Here is how!
So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
How to Add Break line / Return on button click
I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work. i expected result something like this ali baba but got this ali \r\n <br> baba so, how can i
How to get batch number of item by api?
Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
Filter embedded report
How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&Service_Date__gte=<%=startDate%>&Service_Date__lte=<%=endDate%>'
Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?
L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.
Announcing new features in Trident for Windows (v.1.18.6.0)
Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
Dialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
Increase subscription prices for existing subscriptions
Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
Why developing custom function development made so difficult for Zoho Projects!!
Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
Delete / Modify Default Career Site - Zoho Recruit
Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
Data not visible in sheet cells
I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
Function #20: Custom calculation in item table of invoices
When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
PO receive limitations
It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
Document images
We used to be able to rotate the images but this has now been removed ???
Why don't we have better integration with Mercado Pago or Pagseguro?
Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous
Why is there no integration with native Brazilian shipping methods?
Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would
Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps
In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
Mapping Zoho Projects into Cliq Channels
why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of
Input GST Reversal for damaged goods
In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported
Develop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
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