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                                                                                        • Most Discussed Topics

                                                                                        • API for Zoho CRM "Make this an online meeting" option

                                                                                          Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual

                                                                                        • Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?

                                                                                          This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning.  So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?

                                                                                        • Button to create a sales order from a deal in Zoho CRM

                                                                                          Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order.  I need to send a total invoice

                                                                                        • View tickets

                                                                                          Is it possible to have 1 person in a organization which can view all tickets of that company? Example: IT Manager of Company X wants to view all tickets of Company X, no other user can see  all tickets of Company X.

                                                                                        • Can't fetch data from JSON response

                                                                                          I'm connecting to an external API with a postURL and saving the result to a 'result' variable. I'm getting the correct response, as shown in the screenshot below, but I'm unable to extract data from it with get(), getJSON, etc.  If I manually copy and

                                                                                        • Sticky Posts

                                                                                        • Zoho Docs will be discontinued on 15th November 2022. Migrate to WorkDrive now!

                                                                                          Since the release of WorkDrive in 2019, we have been moving customers from Docs to WorkDrive. We have taken the below steps in the last couple of years: Replaced Docs with WorkDrive for new users in Zoho One and Workplace bundles, and enabled the migration

                                                                                        • Zoho CRM - Upcoming Features ...

                                                                                          Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM

                                                                                        • 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

                                                                                        • Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!

                                                                                          Hi Everyone!  In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiter

                                                                                        • Focus Group : Functions 101 - A webinar series

                                                                                          A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes.  We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register.    Note - If