Notes Filter is not working
I am trying to filter the CRM down to specific notes that I want that'll show up all the data that has a specific keyword for example, "stocks" and it says no leads are found... Don't know how to fix. don't know if it's a system glitch. I even put a note with the key word in it to see if it'll find it but popped up with nothing.
Is there a fix or no?
Is there a fix or no?
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Louis
Ishwarya SG
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'sZoho 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 suchUser 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 followFunction #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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Have a Zoho Desk PDF Attachment Show on the Ticket Screen rather than having to download it.
We are using a system that emails out a report in PDF format to Zoho Desk for our staff to review but it's difficult to have to download the PDF attachment each time, we would like for there to be some sort a viewer below the ticket that shows the contentsApproval - Report/Views
Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?PDF attachments no longer preview in Zoho Desk
We are experiencing a new issue in Zoho Desk with PDF attachments. Until a few days ago, clicking a PDF attachment within a ticket opened the PDF for preview. Now clicking the same type of attachment automatically downloads the PDF to the computer insteadIs there a way to allow users to preview ticket attachments from clients or view in the browser?
It's very time-consuming and takes away from the elegance of a web-based system to have to download the attachments to view them. Our clients often send spreadsheets and PDFs as attachments that must be viewed in order to answer the ticket, but they do not need to be downloaded. Zoho docs allows users to view in browser without downloading - this functionality would be ideal for Tickets.New Style for multilevel list numbering
Hi, in my country most of legal contracts are numbered in top level as First, Second.. (Primero, Segundo, Tercero...). I suggest include this style for multilevel lists. Thanks in advance.Export current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.Client Portal Not Accessible
I am new to Zoho Books and am just starting to experiment. I sent myself an invoice at a personal test email address, which I paid. When I go back to the email I received and click "View Invoice", I get taken to a zohosecurepay page which shows the paidChange sender email in Zoho Finance for a Sales Order
Using Zoho Finance to send Sales Orders. There is a "From" drop-down field on the "Send Email" prompt. How can I add another company email to the list of "From" options? It currently only shows my email, even though another employee, who has full admin rights, is the owner of the Sales Order.Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMThe reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalFeature Request – Per-Channel Pre-Chat Form Controls
We'd like the ability to enable/disable the pre-chat form on a per-channel basis, rather than having a single global setting. On the website widget, asking for name and email before chat starts makes sense. On WhatsApp, however, email isn't necessaryZoho Finance Triggers
I would like to propose that Flows triggered by a Zoho Finance app (Books, Inventory, etc.) have the option to be triggered by the same action taken in any Zoho Finance app, not just the one chosen. Problem: Currently, Flow automations can only be triggeredFlow Needs "Digital Employee" Analog
Zia Agents have the ability to perform tasks under their own identity when set up as a "Digital Employee". One of the stated benefits of this is audit visibility; actions taken by the Zia Agent can be distinguished in logs from actions taken by the ownerCopying a Document with its Citations
When I copy a document that contains citations using File>Make a Copy from the document's menu the text copies but the citations do not (according to Google they should). Is this the correct way to make a complete copy of a document with its citationsTrigger Workflow Rules from subform row actions
Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, givingAnnouncing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCodeConnect ZOHO social with Google Data Studio and download data from ZOHO social
Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, ChrisBest way to setup Inventory bin tracking for products with multiple boxes/crates
Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for thesehow to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsAppZoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave themOut of Stock items showing in Commerce
I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce forFacturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,Need complete Zoho Commerce theme ZIP example and safe staging workflow
I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • MobileCRM wants to access other apps and services on this device (Documents area)
Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhereDate Field & Date Picker Problem
The Date Fields in Fillable Fields are not working properly. The Date Picker is putting out the incorrect values.What's New in Zoho Inventory | June 2026
Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you canHow do I set the value of a Lookup field in SlyteUI?
I am using the "crm-field" component in a SlyteUI project (code attached) https://www.zohocrm.dev/explore/slyteui/ui-components/crm-field/api#Properties The client would like to have this field pre-populated with a value. When I try to input the recordItems (products) Export to PDF Feature as a Catalog Generator
Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document. Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers. I've been duplicating this feature in other apps to make a product catalog. Having a central repository of "items" makes good sense,DYK 11: Blueprint Import
Did you know you can import task blueprint into Zoho Projects instead of building it from scratch? Tasks can sometimes have multiple stages and move through several stakeholders before completion. Without a defined process, task changes can happen withoutTip #87 – Stop Describing, Start Showing with Annotation – 'Insider Insights'
Hello Zoho Assist Community! A new employee needs help getting set up on the internal tools their team uses. The IT technician jumps on a remote session, but walking through an unfamiliar interface verbally only goes so far. "The icon at the top, no,Building extensions #7: Storing and managing module-specific data in Zoho Sprints extensions
Storing and handling data related to Zoho Sprints modules is a key necessity when managing an extension. In this post, we'll look at the advantages of data storage and how it can be used with an example demonstration. Data storage An introduction In general,sending a Daily nag reminder email?
I'm wondering if it's possible to set up nag reminders, if a task/case/deal is overdue then i want send a daily email until it's either closed, or the due date is updated. A date based workflow automation looks like it will only trigger once, and notCan I hide some products from a particular customer
HI I want ot give a customer access to the portal but I need to hide some products from them that are not available for them to buy- is this possible ?CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettantMaster Zoho Desk through the Virtual Classroom Training (VCRT)
Hello Everyone, This month's Virtual Classroom Training (VCRT) is for Zoho Desk users in APAC and India. Zoho Desk offers an expert-led 4-day Virtual Classroom Training (VCRT). The training covers configurations, automations, and ways to streamline ZohoDiscount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillUI for requestor
can you assist me on how to access as requeBank Transaction Rules Link Under Each Bank Account
Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for allZoho ERP | Product updates | August 2026
Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers AccountNext Page