Managing functions

Managing functions

Can someone let me know if there are any plans to improve the features for managing functions in CRM?

I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created a naming convention based on tags to filter the list which helps a bit and for some projects I keep lists in a spreadsheet. 

I'd like a spreadsheet-style list in CRM with a few custom fields and a way to construct views (like in modules). Maybe even make functions module with layouts etc?

Also it would be great to be able to search for text within functions. A use case is that I'd like to be able to tidy up API names but without a reliable way of finding where they are used it's too hard. 

Very grateful for thoughts on this


      • 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

        • email association with CRM

          Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
        • How to set a multi-lookup field as mandatory?

        • Allow Multiple Scheduled Appointments with Zoho Support

          Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
        • Audit Log for Zoho One Admin Panel

          Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,
        • Can I re-send the Customer Satisfaction Survey after a ticket closure?

          Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
        • Personalize your booking pages with Custom CSS

          Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
        • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

          I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
        • Custom Function to increment a value by one

          Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like
        • Zoho Books Extension: What Happens If Custom Fields Already Exist?

          When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
        • Access token generate from the refresh token not working for API

          Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
        • To print Multiple delivery notes in batches

          In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
        • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

          Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows
        • why does my campaign move back to draft?

          Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks
        • Integration with...

          Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
        • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

          I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register
        • Peppol: Accept Bill (Belgium)

          Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was
        • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Service and Parts Line Item Limitations

          Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works
        • Critical Need for Global Search in Zoho FSM

          Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
        • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。
        • Recent post analytics not very useful

          Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows
        • Scheduled Reports - Do not send empty report

          Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
        • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

          Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
        • How to apply customized Zoho Crm Home Page to all users?

          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
        • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

          Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
        • What happens to the files created by user, whose account is deleted.

          Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens
        • Internal Error When Accessing Team Inbox.

          All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
        • Sharing URLs and direct access

          Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
        • Zoho Mail Android app update: Calendar enhancements

          Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar
        • Enhance Delay Configuration in Zoho Flow

          Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
        • Internal Server Error (500) When Attempting to View Banking Transactions

          I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.
        • Contratação ProdutivosX

          Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é
        • Zoho Books - How to Invoke a Custom Function in Schedulers

          We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
        • Enhance Sign CRM integration

          Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
        • How create a draft via workflow?

          I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
        • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

          Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
        • Problem using Zoho Desk API

          Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string
        • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

          I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing
        • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
        • Next Page