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• Matthew Lofton

• Pheranda Nongpiur

  

• Michael Trow

  

• Alan Day

• 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

• Free Webinar Alert! Workdrive + Office Suite in Zoho Workplace: Create, co-edit and collaborate

  Hello Zoho Community! Looking for a better way to create, manage, and collaborate on your business documents? Join our upcoming webinar to discover how Zoho WorkDrive and the Zoho Office Suite (Writer, Sheet, and Show) help teams to work together from

• Updating Sales orders on hold

  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

• Two-Factor Authentication in Zoho Mail: Add an extra layer of security to your organization

  Account security is a critical aspect of managing any organization's email. With increasing risks of unauthorized access, a single password may not always be sufficient to keep accounts protected. Zoho Mail's Two-Factor Authentication (TFA) addresses

• Dark Mode - Font Colors Don't Work

  When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

• API to post drafts for social media

  I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• How to show product cards in your chatbot

  Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

• Changing settings for auto logoff

  I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

• How do you create invoices before sending them through Zoho Invoice?

  Hi everyone, I'm curious how other businesses handle their invoicing workflow before sending invoices through Zoho Invoice. Do you: Create invoices directly inside Zoho? Prepare them first in another invoice tool or template? Use Excel or Word before

• ZML Error/Bug

  Hi, I would like to request for your help regarding this kind of behavior. Requested_Start_Time & End_Time - date-time fields https://......#Page:PH_Calendar_Page?reqDate=08-04-2026 https://......#Page:PH_Calendar_Page?reqDate=07-31-2026 https://....#Page:PH_Calendar_Page?reqDate=08-03-2026

• Item with name in different languate

  Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

• Migration of emails from Yandex to Zoho

  I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and

• Calling a function within another function

  Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get

• 【続々公開】Zoholics Japan 2026 セッション情報を更新しました！

  ユーザーの皆さま、こんにちは！ Zoholics Japan 2026のセッション情報を続々と公開しています！ 今年は3つのトラックで、Zohoの最新情報やAI活用、製品アップデート、 活用事例など、多彩なセッションをお届けします。 現在公開中のセッション（一部） ・Zoho CRM 製品アップデート ・Zoho CRM Plus 製品アップデート ・Zoho Community セッション ・Zoho Desk セッション ・中堅・成長企業の人事DX ～AI時代に何から始めるべきか？～ ・Zoho

• New Ways to Personalize, Organize, and Share Your Notes

  We're excited to introduce a new set of enhancements in Zoho Notebook that make your note-taking experience cleaner, more flexible, and easier to share. With this update, you can create notes that automatically adapt to your device theme, browse your

• Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure

  Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which

• Email-Data Synchronization with Zoho Analytics

  Hello, Enterprise Support Community! We're excited to announce the availability of Email Data Synchronization with Zoho Analytics! This highly requested enhancement allows you to sync email data from Zoho CRM into Zoho Analytics, making it easier to analyze

• Zoho - shopify sales order - invoicing

  we have integrated zoho with shopify. so now , when an order comes through shopify-it raises a sales order in zoho. And at this time- the inventory goes down in shopify, according to the sale. Then we manually convert the sales order to an invoice, and

• Enable Replenishments Option not Available

  I'm looking to turn on the replenishment option in Zoho Inventory and I'm not finding settings for it in Zoho Books or Zoho Inventory. This is the tutorial I was following from Zoho. Is there a step I'm missing to have Replenishments be available in Zoho

• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• [Solution] Analyze, Act and Automate with Drill Actions

  Insights create value only when they lead to action. Traditional dashboards excel at helping you understand what is happening, but acting on those insights often requires manual intervention leaving the dashboard, opening another application, finding

• Building extensions #6: Handling modal boxes to enhance user experience

  In our previous post, we explored creating custom graphical user interfaces using widgets. In this post, we'll learn about enhancing user experience through modal boxes. What is a modal box, and where is it used? A modal box is essentially a widget interface

• Improve User Onboarding in Zoho Projects with Zoho DAP

  Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• Your CRO data is now on your AI Assistant: PageSense is live on Zoho MCP

  Hello Everyone, We are excited to announce Zoho PageSense is now live on Zoho MCP servers. Here is what that means for you. Every answer about your website lives behind tons of data across different modules. Which test is winning. Where visitors bail.

• Feature Enhancement Request – Bulk Download of Signed Documents in Zoho Sign

  Hi Team, We would like to request a Bulk Download feature for signed documents in Zoho Sign. Currently, Zoho Sign allows users to send documents in bulk using an Excel sheet, but there is no option to download the completed signed documents in bulk. Users

• delete a user on Zoho Desk

  Kindly I Need help to delete a user on Zoho Desk but I deactivated but not deactivated with licenses so what can I Do?

• Unable to open Attendance Regularization request, reason?

  Unable to open Attendance Regularization request.

• 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 can

• Tax/Vat Number Field As Standard - Customer & Vendor

  Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,

• Zoho CRM - Feature Request - Conditional Lead Conversion

  Hi CRM team, My feature request is to allow admins to create some conversion logic in the Lead Conversion settings. It is a common case where we want to convert a Lead to a Commercial or Residential Deal layout. Layout rules are not ideal because the

• Zoho CRM Approval Process based on Field Update

  Hello, In current structure, Zoho CRM send records to approval based on record creation and edit.  I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval

• Free webinar: Automate signature workflows with Zoho Sign and Zoho WorkDrive

  Hi there! Are you still storing and managing physical paperwork before and after signing? This traditional method is bulky, costly, and impractical at scale. Attend our free webinar to learn how you can connect Zoho Sign, our digital signature app, with

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Introducing the Zoho Projects Learning Space

  Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

• Leave request problem on mobile phones

  Hello, When any employee attempts to submit a leave request on an Android or iOS phone, the error shown in the attachment appears. How can we solve this problem?

• [Webinar] Digitizing forms and form-based workflows

  Live webinar on August 13, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Struggling with paper forms, manual data entry, disconnected approvals, and form data that never reaches the apps that need it? Join our live webinar to learn how Zoho Writer's fillable templates

• Multi-currency and Products

  One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

• Price Book in foreign currency

  We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM

• Assign Price Book to Accounts (again!)

  I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price

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