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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

• Let’s Talk Recruit: Are you still managing hiring manually?

  Welcome back to our Let’s Talk Recruit series! This time, we're talking about automation in hiring—the kind that saves you from the endless loop of manual updates, follow-ups, and status checks. You know the drill. You shortlist a candidate, send an email,

• Can I transfer Quote Grand Total to Deal Amount field?

  I would like the Deal to be updated with the Grand Total or Pre Tax Total field from the Quote. A deal may be an indicative price, but the Quote will be the exact price. It would be great to have the deal reflect the exact amount without the sales person

• Organisational Chart

  I can see from screenshots that Zoho people has organisations charts but cant seem to find it anywhere online.  Can you please direct me to the right place Below shows the screenshots I am talking about http://www.zoho.com/people/screenshot-tours/screenshot-tours.html#Organizationchart http://www.zoho.com/people/organization-chart.html Cheers Sam

• CUSTOMER PORTAL SIGN-UP FORM

  Is there a way to customise the customer self sign-up form so that it asks for FIRST-NAME and LAST-NAME? The field "Name" is likely to get people signing up like "Bob".   Also, is it still the case that we receive no notification of new user sign-ups? Is there a rule or workflow that will alert agents when new portal users sign up?

• Adding Email Aliases - You don't have permission to perform this action

  Hi, I am super admin of my organization. The target user is an admin. - I can't add a new alias to a target user's email. - I am able to delete user aliases for the target user. - I tried to add the desired alias to me user, that worked. Then I tried

• How can I send my new Blogs to my subscribers

  I have a blog that I publish new entries every day. How can I automate it to always send my blog to my subscribers

• Creating a support request / ticket via email to xxx@zohosupport.com

  Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an

• Zoho CRM Live chat cant chat on Contact record?

  We just implemented Live chat in Zoho and I was shocked to find out that you cannot have a Live chat on the actual Contact record in Realtime. We used Salesforce Live agent for the last 7 years and I took it for granted that Live chats come in on the

• The Handy Board - The Cricket Robotics Controller (BF245)

  This article describes the The Handy Board - The Cricket Robotics Controller (BF245). The content is very simple, very helpful. Components in this article can help you understand better understanding of this article. For example, in this article, you can go to find and buy these components: BF245. The Handy Board is a 6811-based microcontroller system that lets you build mobile robots for educational, hobbyist, and industrial purposes. People use the Handy Board to run robot design courses and competitions

• Cant make payment, pls help

  I've contacting the support team, but i have no luck updating my Credit card payment on the zoho..please advice.. thank you

• Bigin use in hospital- Human Med or Veterinary

  I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?

• Open url deluge task on page

  Does the openUrl task not function on page scripts? For my particular case ive been attempting to create a popup window on the dashboard page for certain users. I've edited and reedited my code multiple times to no avail. The same code functions in a

• Lookup field in User module cannot look up to custom modules!

  Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?

• Sprint Integration Problem: Form Submission Fails Because of Date Field

  I'm setting up a connection from Forms to Sprint so that when the form is filled out, it creates an item in the Sprint. However, I created a date field in Sprint, and the item is not being created because it says the format is invalid. I've already changed

• Integrate Google Chat with Zoho CRM for seamless collaboration

  Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.

• Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

  Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available

• 30+ criteria in a query/filter

  I need to do a query/filter of leads that are in any of 30+ cities - how do I do that without adding so many separate lines for each city on the list and exceeding the maximum number of criteria?

• Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

  Hello ZOHO, why am I getting this kind of error? Your Incoming has been blocked, and the emails will not be fetched in your Zoho account and POP Accounts. Kindly unblock this.

• How to incorporate WIP inventory on Zoho Inventory?

  In the ITEMS section, I have listed my Raw materials (Say RM1 - For Mild Steel Pipes).  Once I raise a PO to buy these Raw materials, and close the PO by raising a Bill and recording a Payment, the Raw material gets updated in my Stock-Inventory. RM1 - Mild Steel Pipe 6meter in Length - Initial Stock count - 10Nos WIP1 - Mild Steel Pipe 6meter in Length with Drilled holes - 0 Nos Now I perform a value addition on 3 Nos (cutting, drilling, notching etc), which will convert the RM1 to WIP1 (Work in

• My email cannot be set up

  I’m setting up a email with Shopify domain name. I can successfully send out emails but cannot receive. What should I do?

• I just want a filter to stop emails going to newsletters and notifications! AHHHHHH *pulling hair*

  I have been trying a filter, after an hr I know its not working, then another filter, and another, and another. Its been 3 days and I'm going crazyyyyy Has anyone had any luck with a filter that sticks, so that mail goes to the inbox (unless you have

• how do I update my credit card information

  ho do i update my credit card info

• Syncing Sql Query Table to Zoho Sheets

  I want to sync Query table to Zoho Sheets. I already used data connection zoho sheets but the issue I am facing is while it gets synced the data I entered in new columns next to synced columns is getting mismatched as new row data is coming. So is there

• Downloading Phonebridge Call Recording

  Hi there, I am trying to build a deluge function to transcribe the voice call recording. Well using CRM API accessing the Call record entry, the response contains a field and value for the URL of the recording "Voice_Recording__s":"https://phonebridge.zoho.com/phonebridge/recording/067fa1757?????5093ba6?serviceID=648185902"

• ZOHO CRM and Make.com integration, Search records API Call

  Hello, I am trying to use the search records api call through make.com however I keep getting the "Invalid Query" error even though I am sure I have formatted the query correctly. I have uploaded a screenshot of the query, could anyone please let me know

• Deluge needed to see Invited Meetings related list has changed

  Hi, I need to trigger a workflow depending on if/when a Deal's Contact has declined a meeting invite. Theres an Invited Meetings related list in the Contacts module which shows which meetings they have declined/no response/agreed/maybe. So, I need some

• Integration of WhatsApp with Zoho Commerce for Customer Support

  I am looking to integrate WhatsApp Plus into my Zoho Commerce store to enhance customer support and communication. Specifically, I want to know how to set up WhatsApp chat for real-time assistance on product inquiries, order tracking, and post-purchase

• Create custom button that sends an email

  Hello, I have a scenario that I cannot figure out if I can make happen and would like some help. Scenario: We sell via distribution and direct. When a distribution opportunity comes in we send an email to the distributor with details on the opportunity

• Make Tasks universal across all Zoho Applications/Platforms

  I feel it would be good for tasks to be a universal product across all Zoho platforms! Our company currently uses several Zoho products, but it is extremely frustrating that "Tasks" are not universal to all Zoho Platforms.   As an example "Zoho Connect" has tasks but they are not the same as tasks in "Zoho Mail" tasks.  Zoho Mail Tasks is much more user friendly, has more features and uses.  As a company it is frustrating trying to tell users where to assign and use tasks as they would have to login

• Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)

  Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous

• Excluding specific email address when sharing email across organization

  Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail).  Our approach: We thought about excluding gmail domain in general, but this useless as all

• Weekly Tips: Say Goodbye to Email Anxiety Using Undo Send

  It is common to feel uncertain about whether our email draft is polished or if it is the right moment to hit send. Just when we think we have made a decision, we might accidentally send it or suddenly question whether we should revise the content again.

• Different behavior when adding breaks via check-out/in and via regularization

  Hello, I use Manual Mode for breaks and the following settings: I noticed I can see the breaks in detail view, list view and Presence Hours Break-up report if I check-out/in manually during lunch break (which is the behavior I want). Problem: I can't

• Printing Mailing labels

  Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.

• Calendly Integration

  Good morning support team, My company is using Zoho as our CRM system however we are introducing a new software called Calendly to be more organized and get better tracking of our events. Is it possible to integrate Calendly appointments or events onto lets say my  or my CEO's Zoho calendar? We've heard from other companies using Zoho and Calendly that there is a way to merge the two so we can see the events on Calendly and then view them on a monthly calendar in Zoho to coincide with our lead generation

• Team work space

  Hello There I am looking at how i can use work space to create a seamless transition between Deals and Onboarding workspace When the deal reach submitted to onboarding the worksspace will be update with the new deal and the onboarding team, legel team

• Prefill record fields from a stateless form

  I have a page with an embedded report and a stateless form. When I create a new record from the report, I want to prefill two fields with data that I have added to the stateless form in the same page. I can see the correct data in the stateless form.

• E-mail Spoofing : Comment l’éviter et protéger votre entreprise

  Vous est-il déjà arrivé de recevoir un e-mail qui semblait légitime — avec le bon logo, un ton familier — mais qui vous a tout de même paru suspect ? Pire encore, un de vos clients vous a-t-il déjà contacté après avoir reçu un e-mail douteux qui semblait

• Guide on how to hide data based on values in HTML templates.

  I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide="&nbsp;"] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> If

• Pivot tables stuck on regenerate

  Quite often, I will regenerate my pivot tables in Creator and they will get 'stuck' on regenerate. i.e. they are not pulling through the entire dataset and the regenerate button is stuck on and out of use. This can go on for days and the only way I can

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