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• Topic Participants

• Mati

• Praveen Sankar

  

• billgibson

• Soporte Zoho SmartBricks

• Anthony Sabandal

• Sticky Posts

• 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

• 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

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• 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

• Recent Topics

• "Mark as Spam" not working as expected

  Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Self Client Authorization Issue

  Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

• This mobile number has been marked spam. Please contact support.

  Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

• Update Candidate Status Through Workflow in Blueprint

  Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,

• Zoho Canned respond do have a huge lag issue.

  Previously the Zoho canned respond works perfectly ... on once server update and all the Canned respond enconter huge lag... in the end cause most of the canned respond just shown code with /xxx and not the sentence....

• Pay Contractor Timesheets

  I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?

• CRM Home Page Dashboard, how can i add zoho desk cases?

  How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.

• ShipStation and Zoho Inventory

  Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

• Saving slide elements

  I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?

• Are downloadable product available in Zoho Commerce

  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

• Function #10: Update item prices automatically based on the last transaction created

  In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

• Writing on sketch cards is bugged when zoomed in

  When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

• Move site from WIX to ZOHO Sites

  I have a simple website on WIX.  I am wondering if someone is available to help me move this website - https://www.videothreezero.com/ to ZOHO.  Michael  Boston

• Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

  hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

• zoho calendar week view - "super compact by default"

  every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

• Move a Contact from Current Account to a NEW Account

  I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also

• Change work hours per day for employees

  Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

• Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships

  Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to

• Adding New Domain to Zoho mail

  Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,

• I cannot receive emails.

  I need help, I've tried everything but I still can't receive emails from other people. I can send it but I can't receive emails, When I created the email it was all in order and suddenly I can't get emails from anyone anymore.

• Incoming Gmail Email Not Coming Into Zoho

  My outbound email from Zoho is working, but when people respond to the email, it's not coming back into Zoho. I can see it when I'm in Gmail, but it's not in Zoho.

• Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked.

  Preciso de ajuda não consigo enviar emails,conta recen criada

• ERROR_CODE :554, ERROR_CODE :rejected due to spam

  Please verify bounce message: This message was created automatically by mail delivery software.  A message that you sent could not be delivered to one or more of its recipients. This is a permanent error.  xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE :rejected due to spam content yyy@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE :rejected due to spam content  Received:from RMRPC (190.102.146.226 [190.102.146.226]) by mx.zohomail.com with SMTPS id 1376415816667533.3706558194896; Tue,

• Expand Zia's Language Support and AI Capabilities

  Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

• Average Costing / Weighted Average Costing

  Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

• Links in Instagram

  Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

• Zoho Social integration with Zoho Flow

  Is there any plans for Zoho Social integration with Zoho Flow?

• Credit note

  By mistake I issued credit note in Jan 2025 for the invoice related to Dec 2024. Now I want to delete this credit note but anable to do so. Need help in this

• How to query for Deals record based on Pipeline?

  I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid

• CRM formula field help

  Hello! i was hoping to get some help with a formula i'm creating within a module. I'm looking to make a formula that changes based on a date field but based upon the present date. This is the formula i have so far: If(Now() < ${Instructors.Start Date},

• Change to copy/paste functionality in Deluge code editor

  Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?

• ChatGPT only summarize in English

  Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

• Chart with Filtered Data vs Unfiltered Data

  I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the

• BIN Locations

  Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks

• Can't verify domain with AWS Route53

  I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them.  For the TXT record zohomail says the value is wrong, whereas for CNAME record zohomail can't find any CNAME record. I don't know what to do! 

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

  As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

• Force Specific Layout for CRM Contacts Portal

  Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the

• Create a custom button to modify custom fields in zoho Inventory

  I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere

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