New functions in formula builder in Zoho CRM

Dear Customers,

We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life easier.
Let's dive into some examples.

String Formula

CaseInsensitiveEquals

Description: Compares two strings in a case-insensitive manner.
Example: CaseInsensitiveEquals('asdf', 'AsDf') returns true

Example:

Imagine you have a database with contact information where entries may differ in capitalization. Using the CaseInsensitiveEquals function, you can check if the primary email addresses and the secondary email addresses are one and the same or equal

IsEmpty

Description: Checks whether the value is empty or not.
Example: IsEmpty('') returns true

Example:

A sales team capturing leads and opportunities in Zoho CRM can use the IsEmpty function to ensure that the "Lead Source" field is populated for each lead to track the effectiveness of marketing campaigns accurately. The IsEmpty function identifies records with missing information, enabling proactive data management practices.

DateBetween

Description: Returns the time between two dates.
Example: DateBetween(Newdate(2022,02,10,11,30,'AM'), Newdate(2023,02,19,11,30,'AM'),'years') returns 1

Example:

By applying the DateBetween function with two fields, that is, the subscription date field and the renewal date field, you can determine a user's subscription duration.

DateTime Formula Functions

Dayofweek

Description: Returns the day of the week for the given date.
Example: Dayofweek(April 5th 2023) returns "Wednesday"

Example:

You can use the Dayofweek function to get the weekday data of a field, like, Due Date. . Once you have the weekday information, you can schedule reminders accordingly.

Dayofmonth

Description: Returns the number corresponding to the day of the month for the given date.
Example: Dayofmonth(April 5th) returns '5'

Example:

By using the Dayofmonth function, the marketing team can schedule promotional emails, social media posts, and in-store events based on the day of the month to align with customer purchasing behaviors and maximize campaign effectiveness.

Dayofyear

Description: Returns the number corresponding to the day of the year for the given date.
Example: Dayofyear(April 5th 2023) returns "95"

Example:

A marketing team organizing an annual conference can schedule the conference date, plan pre-event promotions, and track registrations and attendee engagement throughout the planning process leveraging the Dayofyear function.

FromTimestamp

Description: Creates date time from timestamp.
Example: FromTimestamp(1581066895) returns Feb 7, 2020 02:44 PM

Example:

A retail company using the FromTimestamp function can leverage the FromTimestamp function in Zoho CRM to convert timestamps from order creation and shipment notifications into date-time formats, facilitating accurate order tracking and timely delivery management.

Numeric Formula Functions

IsPositive

Description: Checks if the number is positive.
Example: IsPositive(-345) returns false

Example:

A sales team within a company is achieving quarterly sales targets and increasing revenue generation across product lines. The sales manager using the IsPositive function can analyze sales metrics, assess sales team performance, and monitor revenue trends by determining whether sales figures meet predefined positive criteria

IsNegative

Description: Checks if the number is negative.
Example: IsNegative(-345) returns true

Example:

Using the IsNegative function, a finance department can monitor negative expense reports, identify negative expense values indicating refunds or credits, and analyze spending patterns to control costs.

Round

Description: Rounds the number to the nearest value based on the specified precision.
Example: Round(3.8) returns 4

Leveraging the Round function in Zoho CRM enables organizations to round pricing values, revenue projections, and financial metrics to the nearest specified precision, facilitating precise calculations and strategic planning.

Whats Next?

Automatically recalculate formulas involving the Now() function
Support for formula fields inside other formula expressions

To know more about the formula functions in Zoho CRM, click here.

Thanks,

Zoho CRM Team

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several