Quotes vs Invoices vs Sales Orders

• Topic Participants

• Jim Barker

• Prakash

  

• Eric Dahlgren

• Dallas Deaver

• Ahmed Ismail

• Sticky Posts

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Consumers are talking about your business. Are you listening?👂

  A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

• Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

  Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

• Recent Topics

• Deprecation of certain URL patterns for published Zoho Writer documents

  Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

• [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

  Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample

• [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

  Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions

• Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

  Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

• Zoho Writer - Option to Export as .zdoc format

  I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

• Problem with Writer and Workdrive

  Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

• Set to Review for all

  We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

• I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

  These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

• Shortcut to fill a range of cells

  Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

• stock

  bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

• SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

  TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

• Zoho sheet for desktop

  Hi is zoho sheets available for desktop version for windows

• Slicers are now available in Zoho Sheet—filter your data interactively

  At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

• Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

  Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that

• Feature enhancement: Highlight rows based on a cell value

  Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

• Perform customized calculations with the new LAMBDA functions!

  We released the LAMBDA function in Zoho Sheet in 2021, enabling customized calculations inside predefined functions. Now, we're extending LAMBDA's capabilities with six new functions. Each of these functions applies LAMBDA to the given input, performs

• No chat option

  Chat option is not supported.

• Tip #17: Easily share spreadsheets with non-Zoho account users

  With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not

• Work seamlessly with Sheet's shortcuts without affecting the browser

  Navigating your worksheets and performing specific actions should be a quick and easy process. That's where keyboard shortcuts come in. Shortcut keys help you accomplish tasks more efficiently, eliminating the need to move away from the keyboard. What

• Zoho Sheet for iPad: Improved UI, external keyboard support, and more!

  The portability and capabilities of the iPad have made it an essential device in the business world. With this in mind, we had launched an exclusive Zoho Sheet app for iPad, with device-specific improvements and enhanced usability. Now, we're improving

• Updated font library: New font styles and custom font options in Zoho Sheet

  Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can

• The new Zoho Sheet for Android: Seamless UI and advanced features

  At Zoho Sheet, we know mobile apps have become the go-to platforms for creating, sharing, and storing information. And we understand the importance of an efficient and seamless app experience. We've been working hard on improving the overall user experience

• Zia in Zoho Sheet now makes suggestions on conditional formats, picklists, and checkboxes

  Zia, Zoho's popular AI assistant, has been helping users succeed across Zoho applications since inception. In Zoho Sheet, Zia helps users efficiently build reports and analyze data with recommendations about data cleaning, charts, and pivot table. Also,

• Introducing Data Bars: Graphically represent changes in data within the cells

  Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

• VBA attached to button no longer works on external shared sheet

  Hi - we have a Sheet that our clients use, which requires them to press a button once they've entered data. The button then triggers a flow via a webhook. The button works fine when editing within Zoho Sheet - however when shared externally it no longer

• can I use zoho sheet for survey?

  Hi I wanna use zoho sheet for my ARY to know consumer better so i wanna have permission to do so

• How to Avoid Impacting Other Users When Hiding Columns in Zoho Sheet

  Hi Team, We’re experiencing a challenge with the column-hiding feature on Zoho Sheet during collaborative sessions. When one user hides a column, it becomes hidden for all users working on the file, which disrupts others' workflows. In comparison, Excel

• Tip #19 - Create checkbox tracker in your spreadsheet

  Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

• New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

  Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally

• What are the benefits of procurement software in a growing business setup?

  I’ve been exploring tools that can help automate purchasing and vendor-related tasks. I keep hearing about the benefits of procurement software, especially for businesses that are scaling. I want to understand how it helps in streamlining operations,

• Tip #20 - Three things you probably didn't know you can do with picklists

  Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

• Object required error

  Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

• CUSTOM FUNCTION GIVE ERROR #EVAL!

  CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

• What formula to use in computing total hrs and decimal hrss

  So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou

• Replacing email ID,

  In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.

• Latest Enhancements and Bug Fixes in Zoho Meeting

  Hello there, We hope you're doing well. The latest updates from Zoho Meeting include enhancements like adding names for instant meetings, renaming participants, enabling text notifications for participant entry/exit, viewing details of bandwidth optimization,

• Multi-video feed in webinars, custom domain options, and our integration with MS Outlook

  Hi there, We hope you're doing well. With your help, we have been able to release many useful features and enhancements in 2020. We, the Zoho Meeting team, would like to thank you all for the feedback, support, and encouragement you've given as we worked

• Add co-hosts in meetings, manage webinar registration and other enhancements

  Hello all, This month's updates allow you to add co-hosts while scheduling meetings. You can also control your webinar registrations better by allowing or blocking registrations from the domain or country of your choice. Read on to learn more. Meeting

• A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

  Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

• Latest updates in Zoho Meeting | Create departments, Share PDF files

  Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

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