Custom function return type

• Topic Participants

• SbSb

• Jeremy Nagel - www.smooth.tel

• Maha Harish

  

• Robert den Ouden

• Amir Ahmad

• 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

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• When will Zoho Trident come to Linux?

  It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?

• 普段使っているAI、Zohoと繋げてもっと便利にしませんか？【Zoho MCP】

  みなさんこんにちは、ゾーホージャパンの岸本です。 ChatGPTなどのAI、普段から使っていますか？ 最近は「AIを使う」だけでなく、 普段利用している業務ツールとAIを繋げて活用するケースが増えてきています。 そこで6月のコミュニティイベントでは、Zoho社員セッションでZoho MCPを取り上げようと思います。 【Zoho MCPって？】 Zoho MCPは、AIとSaaSアプリケーションを連携するための仕組みです。 ----------- MCPプロトコルをサポートしているLLM（一例）：

• Zoho Commerce and Third-party shipping (MachShip) API integration

  We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

• Need help to evaluate if Commerce is good for me

  Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All

• Zoho Commerce + MCP + Claude

  Hi everyone, I wanted to share a really impressive experience I had with Zoho Commerce + MCP + Claude. I created an MCP server using Zoho MCP Server and connected my Claude instance to my store built with Zoho Commerce. For safety, I enabled only product

• UK payroll entries

  Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

• auto add as member the contact owner

  is there a way that i can make a zoho flow that will add the owner of the contact as a member of the chat after the round robin assignment?

• Get Files Associated to Data Template via API

  I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates

• Zoho Book - Banking Module - Cash Credit account

  I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but

• How to change column headings in pivot table?

  Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen

• Remove Zoho Header from Portals

  I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?

• Leistungsdatum in Rechnungen (Zoho Books)

  Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

• Please design a better spam filter

  Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel

• Host not reachable when sending

  For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please

• IP flagged as abusive

  I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list

• App passwords stop working

  Some of my app passwords appear to stop working after awhile. Seems to happen every 6 months or so. Just had to change one again for the second time in a year. Is this a bug or a feature? Or perhaps changes are being made on the back end on occasion that

• Duplicate entries for contacts birthdays

  Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the

• Zoho IMAP Access to mail doesn't sync messages

  As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Temps working custom view in Zoho Recruit

  How do you create a custom view of temps working for this week.  I have tried multiple combinations of job status, start date, end date etc but I am unable to find the correct combinations to show the temps I have working this week?? Any suggestions on how I can do this. 

• Client Scripts similar to CRM?

  Hi, Is there any plans for Client Scripts to become a feature of Recruit? Feel this will be a great benefit to a number of users. Would be great for example in cases where a Client has banned / blacklisted a Candidate - so that if that candidate is associated

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• What's New in Zoho POS - April 2026

  Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access

• Many Zoho POS Issues

  Can not apply credits from a customers account as a form of payment. It shows that you can but there is a bug that does not execute the action. Reported many times. Can not view Sessions from Zoho POS WebView, throws a JQUERY error Workflows and actions

• HOW I CAN GET BETA VERSION FOT TESTING

  HI. ZOHO I AM INTERESTED IN YOUR BETA SOFTWARE TO EXPERIENCE NEW FEATURES.

• Multiple EAN code for product

  option to add multiple EAN code for product???

• Issue adding/changing mobile number for OTP

  Hi Zoho Community, I’m trying to add or change my mobile number, but I keep getting this error: “We’re unable to send OTP to this mobile number. Please contact support-as@eu.zohocorp.com” Because of this, I can’t verify my number or continue the setup.

• Zoho Payroll Canada does not work

  We submitted payroll within the required timelines. The money was withdrawn from our account and our employees have not been paid. Impossible to get a hold of someone at Zoho. I can’t believe the company operates like this. What a bloody disgrace. Shame

• Enhance Appointment Buffers in Zoho Bookings

  There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

• Allow customers to choose meeting venue and meeting duration on booking page

  My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

• Elektronische Rechnung (PDF) im xRechnung / ZUGFeRD-Format

  Hat jemand eine Lösung in Books realisiert? Wir sind am Export- und am Eingangsrechnung-Import interessiert.

• Event Time Zone in meeting invites are confusing users

  When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

• Forwarding without verification

  Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

• Wie veröffentliche ich ein PDF Datei?

  Hallo! Wie veröffentliche ich PDF Datein ich habe ein PDF Datei und den sieht ihr im Upload ich möchte ihn veröffentlichen wie? Mit Freundlichen Grüßen, Herr Bahaa Addin Chkirid

• Filter by user in Pivot Chart

  I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?

• Internal mails on our company domain (managed by Zoho) do not get delivered

  Hi last week Thursday and Friday a colleague had sent me two emails which did not show up at all in my inbox, spam or anywhere else. What this a problem with Zoho mail in general or did this affect just us? From the forum is reads like many problems had

• #2 The Tax Talk Nobody Wants to Have

  "We are also able to manage our GST invoices without worrying about compliance issues. With Zoho Invoice, we are happy, our tax consultant is happy, and so are our customers," rejoices Shivprateek Habib, Partner, Flutterboots Services LLP. That's usually

• Bulk upload images and specifications to products

  Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

• Workflows fail silently in Zoho CRM and there is no native way to know

  Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. Custom

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