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• 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

• What's New in Zoho Books - August 2024

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• Bank reconciliation with Accounting currency with Foreign Currency bank accounts

  We are unable to perform Bank reconciliation for Foreign Currency bank accounts and tie-up with General Ledger account, which will be in Accounting currency.

• Dynamic integration of ZOHO CRM Data into ZOHO SHOW

  Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields

• Merge templates sharing and execution by team members

  Hi all, I need help on writer. Hope this group is the right one as well. I have a merge template created in Writer using Superuser, and I will require the team members to just run the merge filtering records, say using a quotation or invoice number that

• API - Pulling next 10 records from Emails endpoint

  We are attempting to pull Emails from Accounts using the API (/Accounts/ID/Emails). The call works fine, but we are trying to implement the paging. Documentation seems to suggest using the index parameter with the next_index value returned, but we have

• configuring/coding send notification

  Hi, I have an issue by sending a notification in a task management app. I'd like to address the guy, who is in charge. Sending email is fine, but notification is not. Thanks for any assistance! George Thanks, it seems it's working. I needed a user type

• Client script syntax question

  Hi, I don´t know why this sytax is incorrect. /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action

• Client/Brand Lists in Marketing Plus Campaigns

  My agency is looking at possibly signing up for Zoho Marketing Plus for Agencies but we are trying to figure out the best way to set things up. From my understanding, you create an account (portal), and then you make a new "brand" for each client within

• Creating leads via API

  Hi We are working with a local vendor that is generating leads for us. They have integrated with ZOHO in the past, they told me: We need $refreshToken = "1000.cd05354...…..."; $clientID = "1000.4ECE...…..."; $clientSecret = "1ddf5fcd17......"; So I gather

• Reproducible bug in Zoho Workdrive sync agent for Windows

  I've observed a recurring and reproducible failure in the Windows desktop app for WorkDrive, related to the registration of the OverlayIcon handlers that are added to the registry. When I installed Windows 11, I configured my ProfilesDirectory (C:\Users,

• Emails to Hotmail/Outlook are being blocked – IP blacklisted

  Hello, I am using Zoho Mail with the domain ghayatalbahr.com, and I’m unable to send emails to Hotmail/Outlook addresses. The bounce message says that Zoho’s sending IP (199.67.81.1) is on a block list (S3150). Please help by either switching my account

• Limits on test emails

  Why do you have limits on test emails? Can they be removed?

• CORS problem with APIs

  When I try to call web services from Postman, I don't have a problem I can get responses without problem. But when I try to call Zoho web services from my web application I have a CORS problem. For local development I download a Chrome extension for prevent

• Users cannot set due date?

  The due date field under the "Edit Layout" page is set to not visible and I cannot change it by clicking on the little red light bulb. I was almost certain that users are able to view and edit the due date at the time of ticket creation. Is there a way to make the due date field visible to users? Thanks, Jamie

• Light Agents

  Can Light agents extract reports from the Analytics module? Kindest Regards Ahmed

• Opening & Closing Balance - Zoho Desk

  I would like to track the opening and closing balance of total tickets for each day in Zoho Desk. I need a way to represent this data in Zoho Analytics or another application for easy tracking.

• invokeUrl - send body with GET request

  Hello, I am trying to utilize the invokeUrl Deluge function to send a GET request with JSON request details in the body to my Node.js (Express) API. Request information is sent in the body because the request data can exceed URL parameter length and because

• Bug Alert - Duplication of Tickets in Zoho Support

  Due to a bug that crept into our email infrastructure, duplicate copies of emails were fetched into and displayed within Zoho Support today.  We've already identified the root cause and built a fix for it.  Additionally, an automatic background program will identify and clean up all the duplicate emails you might have received so far.  The same should be rolled out to all users shortly. We'll keep you posted here as and when the fix is applied.  We apologize for the inconvenience and understand that,

• Zoho User Group (ZUG) Meetup is Back in the USA!

  We’re excited to bring the Zoho User Group (ZUG) Meetup back to the USA! Join us for an insightful session where we’ll explore how businesses of all sizes can optimize their lead nurturing process using Zoho SalesIQ and other Zoho applications. Session

• Ordering of Teams

  Hi there, Currently, we cannot order Teams in Zoho Desk. Teams are ordered as they were created. It would be really helpful if we could customise the order of Teams. For example: We have the following Teams: Shipping Customer Service Sales Compliance

• B2B2B SaaS: How to visually identify affiliate-referred clients in Zoho Desk ticket listings?

  We're using Zoho Desk standalone (without CRM) for our B2B2B SaaS company, where we support both direct clients and their end customers. Challenge: We need agents to visually identify tickets from clients who were referred by specific affiliates directly

• You should be able to edit the invite template of Zoho Meeting when sending it to an email

  What the title says. Is there a way I don't know about?? Thanks. FV

• New App Menu Doubt and Question

  Hi member, Now my Creator C6 able to have the Newest App Menu. The UI is nice. But I have several questions about this feature. 1) I construct two Title on above a component. But only one Title will be shown. Is it a bug or intended behavior? In fact,

• Zoho Projects - Quarterly Updates | Q1 2025

  Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from

• Customers receiving two email notifcations each time an invoice is created

  Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone over

• Zoho Developer Community Monthly Digest – March 2025

  Hello everyone, This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events

• jsonarray.

  Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."

• Caldav Synchronizer shows error System.Xml.XmlException: Root element is missing

  We are using Outlook 2019 and CalDav Synchronizer to sync our calendars. Since ~two weeks we are not able to sync anymore, we always get the Error System.Xml.XmlException: Root element is missing I attached a screenshot with the full error message. System.Xml.XmlException:

• What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID?

  What is the module name for "Vendors" in a call to info zoho.books.getRecordsByID? "vendors" is incorrect. zoho.books.getRecordsByID("vendors", books_organization_ID, vendor_id, "books_full_access");

• How to set the width of the columns in a script

  Dear community, hope you all are doing great, I'm creating this thread to check the following: I have a deluge script that creates a PDF file with a table and I'm strugling to set the width of the columns. Here's the snippet of my code which creates this

• Any idea for loading animation workaround?

  On my application i have page with ZML <image>  which has attribute action='Function'. when the image (icon) pressed a function get called and sometimes the function takes some time (API Calls).  For making a reasonable UX i would like to show a sign

• Generate Payment Link - ZOHO Books by an API

  Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush Goyal

• Email hook is triggered twice for a single email

  I have a problem with Zoho Flow. Started yesterday. Every incoming email is processed twice by the same flow, but there is only one entry in the history. On the dashboard I can see that the flow was executed 6 times (3 emails received) and I have 3 entries

• Opportunity Reappears in Pipeline After Exiting Blueprint – Need to Prevent This

  An opportunity reappears in the Pipeline after exiting the Blueprint, and the user is able to move it — I don't want this to happen. Can someone help me?"

• Fetch a task by ID

  Hi there, is there an option to fetch "Zoho Project " task by ID in "Zoho Flow" or any really way to fetch task currently. Thanks in advance

• Perfomance Management - Zoho People

  Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

• Zoho CRM Canvas is slow in loading

  Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is

• What's New in Zoho Books - June 2024

  Hello users, We are back with new features and improvements to enhance your accounting experience in Zoho Books. Keep reading to discover what's new in Zoho Books this June. Generate ABA Files for Bills [Australia Edition] An ABA file (Australian banking

• What's New in Zoho Books - May 2024

  Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this May. Alipay Payment Method for Stripe Alipay, a popular digital wallet in China, is now

• Annoying Pop-Up Zoho Advertisements and Announcements Within Apps

  It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution

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