Splitting a List into different rows

• Topic Participants

• Scott Hostetler

• Bhoomi Joshi

  

• Hugh Marshall

  

• 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

• Bing ads integration and tracking

  Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords?  It is important for us to be able to determine the conversion rate of our Bing ads.  If this is not possible now, will this feature be added in the future?

• #20 Your Business Shouldn't Stop Just Because You Do

  Imagine you are on a well-deserved vacation. Your clients are expecting invoices at the beginning of the month, recurring customers are due for billing, and payments are still coming in. Do you carry your laptop everywhere, hoping you don't miss a billing

• Marketing Tip #26: Optimize product images for SEO

  Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Automation Series: Mandatory Time Logging Before Task Closure

  In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Zoho CRM gets a new email compose and lot more

  Dear Customers,  [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused]  [UPDATE February 21, 2022:

• Custom AI solutions with QuickML for Zoho CRM

  Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

• Introducing document visibility in Zoho Sign

  Hello! Complex document workflows often involve multiple stakeholders with different roles. Sending a separate envelope to every person is time consuming and can lead to administrative bottlenecks. With Zoho Sign's document visibility feature, you can

• Sent email stuck on processing

  My sent emails are stuck on processing, whats going on?

• [Webinar] What's new in Zoho Analytics: Q2 2026

  Hey data lovers! Our What's New webinar series is bringing you another lineup of exciting features and product enhancements from the past quarter, all designed to help you get more out of your analytics. Get an inside look at new data connectors, Zoho

• Alterar número de telefone para receber o código OTP

  Boa tarde! Como posso alterar o número de telefone da minha conta para aceder ao meu email corporativo? Estou tentando logar, mas não consigo, pois está sendo enviado o código OTP para o número antigo, preciso aceder urgente meu email, porque e de trabalho.

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Request to Increase URL Field Character Limit

  Hi Arthi, Hope you are doing well. I'm trying to save a URL in the Work Order (WO) module using the URL field, but I receive the following error message: "Please enter a valid Repair File. Maximum 450 characters are allowed." The issue is that the URL

• How to change column headings in pivot table?

  Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen

• Undelivered Mail

  I suspect that there are recipient's servers that blocks my emails. I receive the following email from mailer-daemon@mail.zoho.eu : A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. pantelis.sarantos@unipakhellas.gr,

• Email not loading on PC

  Hello, my email opens on but it doesn’t load on PC. I don’t have other issues with the email, all the configurations are ok and I face with following issue in the photo. It says “ mail.zoho.com refused to connect” I will be very thankful if anyone can

• Why are bounce/error emails being sent to info@ instead of contact@?

  I have my Zoho Mail and WordPress site configured so that normal website emails should go to contact@hybridbatteryservice.com. However, I keep receiving technical bounce/error emails and delivery failure notifications at info@hybridbatteryservice.com

• I want to create a gaming website

  Hi, I wanted to ask if it's possible to build a custom website using Zoho? I would like to create a website similar to https://busimulatorultimateapk.com/ with almost the same features, functionality, and user experience. I'm not looking for an exact

• Do Not Disturb status not respected when Cliq bar is enabled across Zoho apps

  Hi Zoho Cliq team, I want to report what appears to be a bug with how the Do Not Disturb status interacts with the embedded Cliq bar in other Zoho apps. **Issue:** When my Cliq status is set to Do Not Disturb, I continue to receive notification tones

• Introducing the Employee Portal for internal job posting

  Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees

• Zoho Webinar Summer Broadcast 2026

  What if your webinar platform could connect directly with your business tools, automate routine tasks, trigger actions across your workflows, and support every stage of your webinar lifecycle? That’s the question we’ve been answering so far this year.

• 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

• Invalid request when trying to access Mail

  When I click on the red button to access Zoho Mail at https://mail.zoho.com/zm/, I get a big yellow warning triangle with "invlid request, The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try ag

• Whats the average response time for ticket submitted?

  I submitted a request to unblock my mail accounts. They seem to be blocked for outgoing mail, and I have been waiting for days to have this fixed with no reply. I have submitted 2 tickets and an email. My work has to completely stop. I pay for the service

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Is there any way to have Dataprep ingest RSS?

  As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks

• Introducing Color Coding of Picklist Values

  Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

• Important updates to your Widget JS APIs

  Hello everyone, Greetings from Zoho Creator! This is an urgent notice for developers and Partners who use widgets in their Zoho Creator applications. We previously announced an update to the CDN URLs used for loading the Widget JS API, with a deadline

• Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

  I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

• Mailbox delegation “Send As” error

  I believe there may be an issue with mailbox delegation. When I create a delegation from the Admin Console, it works correctly if I select Read permissions. However, if I select Send As permission for the delegated user, I immediately receive the following

• Restrict Zoho Cliq Webinars and Announcements to Admins Only

  Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always

• Desk Contact Name > split to First and Last name

  I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

• how do i get mail.mydomain.com to point to zoho mail web-mail?

  I have started using zohomail, and am loving it. With my previous provider, I used to go to mail.mydomain.com, and it would take me to my webmail. I am not able to find the mapping for zoho's webmail to map to it. It is difficult to go to webmail with

• Number of decimal places

  Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help

• zoho imap connection stopped working 05/28 12pm EST

  Hi, beginning Thursday, 5/28, ~12 pm est imap to siteground stopped working. When I tried to reconnect the account, connection was failing with the following message: Unable to connect SMTP server:gvam1107.siteground.biz, Port: 587. I did notice that

• User Name in Zoho Cliq Not Updating Across Apps?

  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

• Service currently unavailable

  The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,

• Service currently unavailable

  Service currently unavailable It is not possible to access email; the entire Zohoworkplace platform is down

• User Permission Log

  Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator? 

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