Time Zones

• Topic Participants

• Jenna Ahlberg

• Pheranda Nongpiur

  

• 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

• Zoho CRM Notifications API - Channel Expiry

  Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low code

• Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]

  Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,

• job opening status is locked and and I cannot change it

  Dear Support I am using standard plan. The job opening status is locked and and I cannot change it.

• IDN domain

  Why I can't use my domain www.blažek.com I do not want use unfolded shape www.xn--blaek-wib.com in my mail. Can you help me please?

• Gmail - Error 553 Relaying Disallowed

  Hey Zoho, I have just set up my mail server and added a couple of email accounts. I've verified my domain and added the mx records with my registrar (namecheap.com) What I'm trying to do is to be able to send email from my domain through Gmail.  In Google

• Candidate status change

  I am trying to change candidate status from "interview scheduled" to "hired". Where do I do this at?

• How can I set up my contacts so that all users can have them on hand when they sign in?

  Hi.  For my business I would like to set up the Contacts so they are available for any user. 

• Sharing Knowledge Base articles across multiple departments

  It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

• Where do we manage tags?

  Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?

• Custom Return Path - Host Name

  Hi there, I've successfully set up SPF/ DKIM for Marketing Automation, but struggling to complete the Custom Return Path. I'm settting up on Wix. What should the host name be for the CNAME record? In Zoho Help it just says: "type your host name (sub-domain

• How to send Messages to Leads/customers

  I’d like to inquire about the process for sending messages or follow-up communications to customers directly from Zoho CRM. Could you please guide me on the best way to do this—whether via email, SMS, or any integrated messaging feature? Additionally,

• Daily-rate for projects

  I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.

• AI feature in Zoho Desk suggesting answers based on past ticket threads

  Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.

• Admin Console Email

  I can't remember the admin console email or password. How do I find that out?

• help me! the button "remove zoho ad" is not responding

  help me! the button "remove zoho ad" is not responding, kindly advice. please to check the follows : https://sitepreview-643549202.zohositescontent.com/previewsite https://sitebuilder-643549202.zohositescontent.com/builder thanks,best  regards

• Zoho Forms API

  Is there any way to get all form entry list using API? Looking forward to hear from you

• Free tier

  Does a completely free tier Zoho email still exists? If so why am I receiving email reminders that my account would expire in 2 days

• Disable "skip to content" in Help Center

  Our users used to be able to press the tab button to skip between fields when submitting a new ticket in the help center. Now it pulls up the "skip to content" button in the top left corner. I know this is an accessibility feature, but is there any way

• Mail Data Migration

  Hello Team, I have an issue with my organization mail data migration from Google to Zoho. We used Google Workspace before now but decided to change to Zoho to enjoy your service. I have successfully created an account and 1. Complete Domain verification

• Prompting email addresses when sending an email

  Hi, I was just wondering if it was possible to disable the prompt / suggestion of email addresses when you begin typing an email address into the TO or CC box? Some of the email addresses that are being suggested are people that no longer require the

• This is a HTML email and your email client software does not support HTML email!

  I have a small business, recently the email notification is coming like this to me, can anyone please help me? I am not so IT savvy -----=_NextPart_b4583c76c623900f59ad5b420c6da260 Content-Type: multipart/alternative; boundary="----=_NextPart_b4583c76c623900f59ad5b420c6da260_alt"

• How to insert a ZohoUser in a subform field?

  I am building an new external web app that uses the ZohoCRM REST API (v8) to push data to Zoho. How do I use the ZohoCRM REST API to insert ZohoUsers into a subform field? I've tried several approaches and none of them have worked - inserting the ID as

• Unable to receive emails

  Hello - I set up an email account for my domain. I can send emails but cannot receive them. I believe the issue might be with incorrect IMAP configuration (?) - but im not sure and cant find where this is on the platform. Im using Zoho hosting for the

• Zoho Account delete function

  Hello Zoho support team The issue is as follows: Step1: Created an account community@bisonenergy.net Step2: Deleted this account. Step3: Created the new group mail using the same mail address, but the data already exists. So I have to change the name

• help, 554 5.1.8 blocked

  got this blockade, i don't know why?

• Not Receiving Emails from Gmail, but Other Providers Work Fine

  Hello, I'm experiencing an issue where my Zoho Mail account does not receive any emails sent from Gmail addresses. However, I can successfully receive emails from other providers such as Hotmail and Yahoo. There are no problems with sending emails—I'm

• Basic String Search Not Possible in CRM Deluge – Feature Request or Workaround?

  Hi all, I’m trying to solve what should be a very basic automation task in Zoho CRM Deluge: Find the first 11-digit number anywhere in a string (specifically an email subject). In almost any programming language—even 1980s BASIC!—this is a trivial loop:

• Reencaminhamento de e-mails.

  Boa tarde, gostaria de saber se tem a possibilidade de realizar o reencaminhamento de um e-mail especifico. Ex. Eu recebo alguns e-mails de um remetente e gostaria que o meu amigo de trabalho também recebesse esse e-mail, somente deste destinatário, é

• Knowledge base articles is now available in the Zoho Desk mobile app!

  Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the

• More than one "Other" response in a Multiple Choice (Many Answers) question type?

  Is there a way to have more than one "Other (Please Specify)" with a short response as an option to a Multiple Choice (Many Answers) question? I understand there may be other ways, but I am looking for this way specifically as it would be best for the

• Zoho Surveys

  Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and

• Help Needed: Jira to Zoho Projects Migration — Tickets Imported as Unassigned & Comments Under Admin Name

  Hi Zoho Team and Community, We recently completed a migration from Jira to Zoho Projects using the official import method outlined in this Zoho Help Article. Issue Summary: We had already added all users to Zoho Projects before the migration, using the

• Zoho Finance Estimate to Deal Attachment

  Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?

• Journeys - how do i branch on contact call result

  Hi all. I want to branch based on the Call result field in contacts. Any idea how I can do this? Also what is the best way to have this condition checked at each step? Thanks!

• The 3.1 biggest problems with Kiosk right now

  I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

• Perform custom actions from the Ticket interface using Buttons

  Hello everyone, We have introduced an option to add Buttons to the tickets, which will facilitate direct access to other applications, websites, allows execution of custom workflows, and more. Accessibility and visibility of buttons The buttons can be

• Inserting a video from library in microsite

  Hello, We have uploaded videos in our space library. We created a new event and want to use the videos in our main page our microsite. It's possible to selected image from the library, but no videos. Only URL are accepted, but videos in library have no

• UUIDs

  Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?

• Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]

  Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,

• Invalid Client - Client ID passed does not exist

  Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallback

• Next Page