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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

• tracking of call attempts in leads modul for multiple steps

  Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process

• Email Credibility Dashboard: Track your account's email sending practices

  Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can

• Zoho CRM Calendar View

  Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

• What is minimal OAuth scope to know user's ZUID and ZOID?

  Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT

• Item/service subtotal

  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

• Tip of the Week #51 - Reorder rules for better functioning!

  In your shared inbox, when you have multiple rules set up, they are executed based on their priority order. The first rule in the list will be applied first, followed by the subsequent rules. So, the order matters! If a rule earlier in the list changes

• Can't Update Tickets via Enhanced Import

  I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?

• Zoho CRM very slow today (04/08/2025)

  Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören

• REPORTE DE INVENTARIO CON DIFERENCIAS FISICAS Y CONTABLES

  Hola! Tengo duda de porque el reporte de existencias de inventario me arroja diferencia entre las cantidades contables y físicas, visualizando el reporte las diferencias las arroja en el modo de seguimiento de existencias "ENVIOS & RECEPCIONES" y no en

• Deleting images

  If I delete images from my library and other users will these unlink or affect the loading on existing campaigns that have already been sent?

• Changing agents RolePermissionType from custom to LightAgent throught the API

  Hi, I have a lot of agents that have a custom roles and I need to change them to a Light Agent using the API Payload I'm using is: { "roleId": "16281000000016005", "rolePermissionType": "Light", "profileId": "16281000000016003" } I got the roleID and

• Is it possible to set up draft content in Blueprint comment?

  In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offer

• Zoho Forms - Trigger Action on Form Update

  Hi Forms team, I had a scenario today where I found that a critical piece of information was not being passed into a form through a query string and this was resulting in a related Zoho Flow failing to update a CRM record. As the only trigger for Zoho

• Identify and clean hard bounce lists in Automation 2.0

  Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails

• Need quick explanation about FETCHING

  Hello, When I fetch records, for example : Variable = CustomerForm[ID != null] Are all the fields of the CustomerForm included in the variable or only the ID ? Another example: Variable_2 = CustomerForm[City = Chicago] Will I access to the full adress

• Is it possible to display a custom contact field in the ticket properties?

  I have a custom contact field called website. I want to show this on the ticker properties under the contact info (under the persons name). I can't figure out how to do this.

• Zoho Desk app update - AI Integration for IM Chats

  Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

• Customer Support Portal

  Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.

• Does Books link Sales Order to Purchase Orders?

  Should Books be linking Sales Order to Purchase Orders when a Sales Order converts to Purchase Order? The json response from Books has a key "salesorders" but it is always empty. What is or is not happening here?

• Misleading Notifications

  I have set a workflow so that unassigned tickets cannot have their Status changed to anything other than "New" The issue I have came across is that when you go to edit the status of a ticket, it doesn't not allow you to (which is good) BUT it still displays

• IM WhatsApp chat initiation

  WhatsApp is integrated on our Zoho Desk IM. Purpose of the integration was to offer a better client experience when communicating with clients. WhatsApp business cannot be managed effectively and multiple conversations cause some client chats to be missed.

• Adding a KB article link in a ticket crashes the website

  Hi there, for some time now we experience a problem where adding an article to a draft in a Ticket from the side bar crashes the website. When the crash happens, we need to close the tab and open it again. This causes us to reload the page and the whole

• Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses

  Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end

• Different key account managers: want to send email notification upon form submission to the right person

  My organisation has several key account managers serving different companies. The form will be filled out by a representative of a company. I want the key account manager to receive an email notification with the form submission results when the form

• Hey!

  Hello, team! My account is blocked due to 554 5.1.8. Please read it and unlock it. Thank you in advance for my expulsion.

• Delete Old Meetings

  I don't understand why this is so difficult. I'm getting a message saying my storage us almost used up. OK. No problem. I have meetings from last year I can delete. But there is no obvious place to do that. When I click on the three dots to the right

• Item Search | Contains Feature

  The "CONTAINS" feature is limited to adding a single product description string while searching for the product. For product names that are 4 or more words long, containing different attributes like size, colour, design etc. it becomes difficult to locate

• Zoho standard and Zoiper

  Can I use the Standard Version and Zoiper ?

• Create New Tasks Layout in CRM

  I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!

• Novedades en Zoho CRM: primer trimestre de 2025

  Actualización de Zoho CRM para el primer trimestre de 2025 | Tiempo de lectura: 26 minutos ¡Hola, Español Zoho Community! Comenzamos este año con fuerza, con múltiples actualizaciones potentes y mejoras en tus funcionalidades favoritas. Además, estamos

• Project Management Bulletin: Q1 2025

  The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights from

• Màn hình trắng trống của Zoho Sites Editor

  Tôi sử dụng zoho sites tuy nhiên bị hiển thị màn hình trắng. URL: https://sitebuilder-884703264.zohositescontent.com/zcms/editor Hãy kiểm tra và sửa lỗi giúp tôi/

• Embed links between Learn manuals and articles

  Is there a way to embed links so that the user can access different Learn articles, from within an article? For example, in a Billing manual, in an article on New Client Billing, can I link to an article in a Records manual on Client File Setup? Thanks

• Access Multiple CRM Accounts With Single Sign-on

  Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address

• Introducing Assessment-based Filters in Zoho Recruit

  We're thrilled to announce a handy new feature: Filtering Candidates by Assessment Answers. This tool allows you to refine your candidate search based on their performance in screening tests or assessments. It's a great way to find candidates who meet

• Editing data in Related List tables

  Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list

• Best practices for logging - Custom Scripts/Functions [How do you do it / Survey]

  Hi @all , I would be very interested to know how you log your functions and client scripts. Until now, I have always sent error messages and relevant logs to a central e-mail address, but this quickly becomes confusing and can clutter up my mailbox. How

• 【最新版】オンラインフォーラム 初めてガイド (2025年4月更新)

  お世話になっております。 ゾーホージャパン コミュニティチームです。 日頃より、Zoho コミュニティ オンラインフォーラムをご利用いただき、誠にありがとうございます。 このたび、「オンラインフォーラム 初めてガイド」を更新いたしましたのでご案内します。 これからフォーラムをご利用になる方や、あらためて利用方法をご確認されたい方は、ぜひご活用ください。 ◉オンラインフォーラム 初めてガイド こちらからご覧ください：https://writer.zohopublic.com/writer/published/2e1eed38a6e75da9f451787e82097f9dba22d

• Is there a way to add Expenses in a milestone or a task?

  Hi, I have a project that one milestone is a lumpsump and another milestone is billable time and material. Is there a way to add a specific milestone or task when adding an expense in my project?

• Welcome to Zoho IoT Community

  Hello all, Welcome to Zoho IoT’s community, your go-to space for all things IoT and all things intelligent. This community is built just for you, our customers, developers, partners, and fellow creators. Whether you're building your first IoT application,

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