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• Pheranda Nongpiur

  

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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

• Mobile no already in use

  When trying to bring up my email on another Zoho account I get asked, as a security measure, to add a mobile number. I have added a number before, but I tried again only to be told that the "Mobile number already exists", but I cannot proceed further.

• error in making eway bill

  at the time of generating eway always a pope appers to enter the valid state code as state is auto gnerated while creating new customer

• Need Feature to automatically fetch the registered GSTN Address of the AP Vendors

  Hello Zoho Need Feature to automatically fetch the registered GSTN Address of the AP Vendors and update the Zohobooks Vendor profile automatically so as to avoid manual address updations. Please do the needful here Thanks

• Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot

  Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete

• Weekly Tips: Don't Delete, Just Archive

  For a business that relies heavily on email for communication, a cluttered inbox can be quite challenging to manage. Some emails can take up significant space in your inbox, making it difficult to navigate to other important emails. While these emails

• Problema de sincronización de zoho mail con cliente Outlook

  Estoy presentando retardos en recibir los correos de Zoho en mi cliente Outlook a veces tarda mas de 20 minutos a pesar de haber llegado a la web no llega al cliente de escritorio y muchas veces debo cerrar el cliente y volverlo abrir para que llegue

• Issue Updating URL Field with WorkDrive Link

  Hello, I’m working on a form with a file upload field. After uploading a file to WorkDrive, I fetch the public file link and update a field in the form with it. Workflow: When using the single-line text field ("File_URL"), the link is updated correctly

• Should I Set Up Subdomain for Email Sends?

  Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains

• Incoming Email Not Coming Through

  Hi Zoho Team, I’ve recently set up my domain-based email with Zoho and everything appears configured correctly. However, I’m currently unable to receive any incoming emails. Could you please assist me in checking the following: MX records are set properly

• Blocked: Reason 554 5.1.8 email outgoing blocked

  Hello, we have an issue while sending e-mails; whole organization with about 150 users is blocked "Unable to send message reason 554 5.1.8 email outgoing blocked", our domain is "ancient.global" Please help.

• Error remote server is misconfigured

  Recently migrated the server to a new one. Updated MX records, SPF and DKIM values. DNS Lookup shows updated values. Still the email is getting bounced with the error: 553 Relaying disallowed

• want to remove www

  I am trying to create my account but it doesn't let me erase the WWW . I don't need it for my email

• Changer le lieu d'hébergement zohomail

  Est-il possible de faire héberger mon compte ailleurs qu'aux USA ? Compte-tenu de la situation de ce pays, un hébergement en Europe ou en Inde serait plus sûr.

• Migration from Asana

  I see a lot of migration options for Zoho Projects, but don't seem to see Asana. Is there no clear migration path without going manual or custom?

• NO RECIBO MAILS

  Hace más de 10 días no puedo recibir mails en mi correo. Si puedo enviar correos. Pueden ayudarme? Saludos, Christian Zegarra

• I am not able to check in and checkout in zoho people even location access allowed

  This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

• Unable to receive emails

  Hi I am unable to receive emails but I am able to send externally

• How to show User Full Name, not record id in a User Filter in analytics

  Please see screen recording: https://workdrive.zohoexternal.com/external/21a9e0c39c4595c255a62791fdf3655d3df933114a8f1598bc852d0ff7e56ce3

• MTA-STS

  请激活对 MTA-STS 的支持，谢谢。

• All my sent emails from KOMMO CRM System are redirected to one of a subfolder from my Ibox

  Hello, all of the sent emails from my KOMMO CRM System are placed in a sub-sub-folders in my INBOX. Why is that? And how can i change this?

• Facebook emails aren't coming through

  Hi How can I get my business Facebook account emails coming through to Zoho mails? Every time they send me a verify email it's not coming through to my hosted email on Zoho... I've sent support and email but no reply so far. Any help appreciated please.

• Query in Analytics for tracking Physical Available For Sale from Books

  Need: a query in Analytics on which we can build reports related to Physical Stock from Books items.  In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected

• how to capitalize first letter of every word in a string using deluge?

  "diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?

• Data Discrepancy Between Zoho Books and Zoho Analytics

  We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please

• Data Discrepancy Between Zoho Books and Zoho Analytics

  We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please

• Option to Upload Employee Picture During User Creation in Zoho One

  Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: Please

• Automatically Create Mailboxes for Existing Zoho One Users in Zoho Mail

  Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting was

• Google Ads Data is Publicly available in Zoho CRM

  We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

• Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Un nouveau mois se termine au sein de Zoho Community France. Faisons le point sur cette période. Le mois dernier, nous avons abordé deux approches clés du marketing : l’e-mail, outil traditionnel et sûr, et les réseaux sociaux,

• The corresponding module is currently disabled in Zoho CRM.

  getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.

• Estimated Time for releasing in Australia?

  wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)

• Zoho Books | Product Updates | April 2025

  Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format

• Please cancel my trial / subscription

  I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.

• 日付別メール送信リストの作成

  日々顧客に個別にメールを送信しています 日付別に送信先リストを作成することは可能でしょうか？

• 【Zoho CRM】キオスク機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、キオスク機能のアップデートについて、 一部を抜粋してご紹介します。 キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。 自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。 本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。 詳細について以下より確認しましょう。 ＜目次＞ データ取得機能：「データ選択不要」のデータ表示

• Ability to Add Custom Favicon to Zoho Desk Survey Window

  Dear Zoho Desk Team, Greetings! We would like to request the addition of a feature that allows users to add a favicon displayed in the Zoho Desk Survey window. Currently, there is no option to set a favicon. Customizing the favicon would allow businesses

• Campaigns Place-holder $ tags

  Hi there I’ve just started using Campaigns and I’ve been making use of the placeholder inserts available when constructing the email. However, in my contacts in CRM rather than have a first name and last name field I put their full name into the last

• Setting Up Automated Lead Nurturing Campaign in Zoho CRM

  I want to create an automated lead nurturing campaign within Zoho CRM and Zoho Campaigns with the following requirements: Leads should receive a sequence of 5 emails, spaced 3 days apart. If a lead clicks a link in any email: A notification should be

• Books Not Matching Transactions from Feed - "The total amount does not match with that of the transaction"

  Recently, transactions that are transfers from a foreign currency (FCY) account to a base currency (BCY) account are not allowing for matches with transactions from the bank feed. Please see the screenshots below: As one can see, the amount is in the

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