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• 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

• Stage-Probability Mapping

  How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach a given stage (eg. Artwork/Price Quote), what percentage of them become Closed-Won? I want to populate

• Follow-up Sequences

  For following up with leads based on open/click status.

• How do I change the sort order of items in the User Filter?

  I have a chart for which I have set a custom sort order for a field. I noticed that in the user filter for this field, the order is shown as alphabetical. It does not reflect the custom sorting that I configured. I even tried selecting the checkbox "Make

• Automate Zoho Projects Task Data Export and Email Delivery (for Non-Users)

  In many real-world scenarios, we need to share Zoho Projects task updates with clients or team members who don’t use Zoho or don’t have access to the platform. Since there’s no built-in way to export and email tasks directly within Zoho Projects, I put

• Bulk Add notes

  I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able to

• How to use CRM custom button and client script?

  Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-Side

• Match one bank transaction to multiple customer with TDS dedcuction

  Hi team, Just wanted to know. How can i match one bank entry to multiple customer invoices with tds.

• Zoho Product Sync between Books and CRM is a mess

  The syncing of products between Zoho Books and CRM is completely broken. Why is ZOHO CRM the center of all products? Surely it should be Books or Inventory that is the central focal point of all things to do with a business backend (i.e. not marketing

• How can i resend a campaign to only one of the recipients on the original campaign

  How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

• Zoho Campaign low open rate

  I have been using Zoho One, Zoho CRM and Zoho Campaign to make my web application, but since I started using zoho campaign to send emails, it has low open rate (actually zero for the latest campaign for 2 days) For people who have more experience or know

• More Workflow Triggers

  We utilize a lot of workflows in our organization. Recently we've identified two use cases where we would like a workflow to run a function. Upon further checking, the workflow trigger wasn't available, or the only option was to run the workflow more

• サブフォームアップデート 静的サブフォームについて

  昨年のアップデートにある「静的サブフォーム」の詳細についてご存じの方はおられませんでしょうか？ Zoho CRM - 2024年10月〜12月のアップデート https://www.zoho.com/jp/crm/blog/q4-2024-update.html 画像をみると項目を固定できるようですが、2025年5月現在、こちらの USデータセンター環境では設定箇所がみあたりません。 設定方法や設定箇所などご存じの方おられましたら共有いただけると幸いです。

• IP Address List > Sigma

  We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

• Have One Custom Function Run After Another Custom Function Finishes - ZoHo Desk

  Hello, From what I'm seeing in ZoHo Desk. If there are multiple custom functions that run when a ticket is initially created, the custom functions seem to run simultaneously. Is there a way to have one custom function finish before starting another custom

• email templates are a mess with fonts

  Any time I edit a template or adjust the content of an email while using it the fonts change. Previewing does no good as it appears one way but is sent another. for example .. this was made using Tomaha 2nd size with NO BOLDING. and this is what my client

• New Style for multilevel list numbering

  Hi, in my country most of legal contracts are numbered in top level as First, Second.. (Primero, Segundo, Tercero...). I suggest include this style for multilevel lists. Thanks in advance.

• integration with Notion

  Hi. I'm tryng to use zapier for syncing notes between Zoho and my Notion Database. But when creating a zap with their models, I get an error wih this kind of message : Step 1 - New Note Card in Notebook in Zoho Notebook request to https://notebook.zoho./%7B%7Bsel_dc%7D%7D/api/v1/notification/filtered/register?JSONString=%7B%22resource_type%22%3A%22NOTEBOOK%22%2C%22filter_type%22%3A%22ID%22%2C%22filter_value%22%3A%22lovap7e4ebb0fdbaf4ac697d9218619d32fbf%22%2C%22action%22%3A%22UPDATE%22%2C%22url%22%3A%22https%3A%2F%2Fzapier.com%2Fhooks%2Fstandard%2F19820952%2Fcf840faec6aa42c5acdf1f5775131ec6%2F%22%7D

• Is A Coloured Picklist with Dynamic Automation possible?

  Hey All, Just wondering if it is possible to setup a coloured dynamic picklist, Example below. Automating colour for ticket age based on creation date, So it is dynamic and changes as the ticket ages? 24 Hrs > Green 48 Hrs > Orange 72 Hrs > Red

• Enable Mixed Channels with Employees, Guest Users, and External Users

  Hi Zoho Cliq Team, We would like to request the ability to create a channel in Zoho Cliq that includes all three types of users: Internal employees (organization users) Guest Users (non-Zoho users joining via guest chat) External Users (users from other

• Associate email to deal and multiple contacts to deals

  Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we

• Chequered lines in notebooks

  Can the notebooks also be used with chequered lines or only with ruled lines? Or is it only available in blank? Thanks for the info! Greetings Andreas

• How to add/remove tag to a ticket with function?

  Hi, I have had to create a function in Zoho Desk. However, it appears that the syntax differs from that in CRM. I realized that it is necessary to add organization ID in some commands what is not necessary when you create a funciotn in CRM. Could you

• ERROR CODE554 5.1.8: unable to send message reason 554 5.1.8 email out going blocked

  Dear Zoho Mail Support, It's been nearly 24 hours and we still can't send emails. Our outgoing emails are blocked with the error message "554 5.1.8 Email Outgoing Blocked." This restriction is and will severely impact our business operations and causing

• Zoho Desk Onboarding Assistance - How to do bulk taging

  Hi How to apply a particular tag to multiple tickets in one go.

• New Assembly Screen - Doesn't Search by SKU

  When one wants to make an Assembly by clicking the plus sign from the "Assemblies" tab, the first step is to enter the Composite Item that one wishes to assemble. Logical, but the problem is that one cannot search that by SKU, only product name. This

• CRM Client Script Buttons

  Hello,  Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored?  Also, custom buttons must be

• Announcement - Custom Function Series

  Hi folks! One of the key attributes of Zoho Books that we're really proud of is the ability to automate your routine accounting tasks in an efficient manner. For most businesses, accounting would involve a set of repetitive tasks that consume a good chunk

• Zoho CRM Create Client script using Custom Buttons

  Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we

• Client Script event on any field of a Detail page

  Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!

• Move Quote/Deals from a Contact to Another

  In our business contacts often move to different accounts, and it is simple to reassign the contact, but not so easy to move their quotes/deals to another contact at the account they are no longer with. Looking to see if there is a function to move quote/deals

• Feature Request – Support for Saskatchewan PST Self-Assessment in Zoho Books

  I’d like to suggest a feature enhancement for Zoho Books regarding Saskatchewan PST (SK PST) self-assessment. Currently, when filing the SK PST return using Zoho Books’ return generator, there is a field labelled “Consumption Tax”, which is intended for

• Connect and Engage On the Go: How Zoho SalesIQ's Mobile App Empowers Sales Teams?

  In sales, timing is crucial. It makes a huge difference. What if a prospect is checking out your pricing page? Or a high-value lead revisits your business' website or mobile app while you're at lunch? You can’t afford to miss that opportunity, and you

• Any timeline for these features?

  Hello! Was wondering if there was a timeline to for the following features: Increased API Access for automations. The Rules are nice, but really need more automation, such as adding things to CRM, automating task creation, forwarding emails, etc. "negative"

• Projects Timesheets integration with Quickbooks

  When will Zoho Projects Time-sheets be integrated with Quickbooks? This will make us move to Zoho for all business needs (except for Quickbooks)

• Unable to send a message to a contact from Zoho CRM

  From menu Contacts I choose a contact, on the right vertical menu i have five different choices: Add a potential, Add an activity Add an event Add a call Send a message. All af them works exept "Send a message". If i click on it I don't get nothing, no

• Customization in PDF templates for custom modules

  I'm facing some difficulties when it comes to the custom modules in zoho books: 1) Is there any way to get the item table field for my custom module? It doesn't show up in the dropdown when trying to add a new field. 2) I was trying to somehow get 1)

• Formación: Workshop de Zoho CRM y Servicio al Cliente

  Tu oportunidad para transformar tu forma de trabajar con Zoho Zoholics 2025 está pensado para ti, que quieres llevar tu uso de Zoho al siguiente nivel y aprovechar al máximo tu subscripción. Una de las experiencias más potentes de la agenda de Zoholics

• Sorting alphabetically a collection in a Lookup

  Hello, In a lookup that looks at other lookups (!?), I had to make the following script to limit the list appearing in that lookup : ListeDispo = Offre_de_produits[Quantite_offerte > 0]; input.Produits:ui.add(ListeDispo.Produit_OFFRE.getall()); Works

• Edit response and integration

  We have a zoho form that our employee starts and submits, and then a day or two later, they "edit their response". I have the zoho form integrated with the Salesforce crm. I submitted a response and it made a new record in the proper module. But when

• Zoho Developer Hangout (ZDH) – Episode 18 | Zoho CRM Client Script for Efficient Sales Process

  Hello everyone, A streamlined sales process isn’t just a nice-to-have—it’s the engine that powers lead generation, builds stronger customer relationships, and closes deals faster. But what if you could take your CRM beyond the basics to actually help

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