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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

• Splitting Transactions in Zoho Books

  I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• How to shuffle the questions or Random sample a few questions from a question base?

  I have a large number of questions (> 100), so I want each respondent to do just 5 or 6 of them, but I must need shuffling questions or random sampling from questions. Do Zoho form have this feature?

• Submit form to create estimate

  Hi I'm really hoping someone can help me understand the deluge script that is needed to make this work! Basically I have a form which includes a sub form in it. Between the forms they collect customer data, such as name, address, contact number and information about rooms in a house such as measurements and items that might be installed in them, all combined they will be used to provide a quote/estimate. The form is all working nicely, however, I now need to add some script to send some elements

• Zoho Forms data passed through Zoho Flow to On-prem SQL - Sub form issue.

  Hi All, we have a number of forms now setup in Zoho Forms that contain subforms. We have integrated Zoho Flow into Forms and have a few of our standard forms inserting the data correctly into a On-Prem SQL server. Our issue now is, how on earth can we

• While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", This is not editable.

  Hi Zoho & Readers, While retrieving the Balance Sheet Report, there is always this "COST OF GOODS SOLD", which is reduced from the Sales to arrive at the gross profit. The issue I face here is that Service Oriented Companies don't incur any COGS, hence

• Faciliter le travail avec Zoho Cliq 6.0

  Nous sommes ravis de fêter le septième anniversaire de Zoho Cliq avec le lancement de la version 6.0 : Simplifier le travail. Cette version contient de nombreuses mises à jour conçues pour améliorer votre expérience de travail. Grâce à de nouvelles fonctionnalités

• Voici Zoho Tables - l'outil de gestion du travail

  Nous sommes ravis d'annoncer le lancement officiel de Zoho Tables ! En quoi consiste un logiciel de gestion du travail ? Lorsque les résultats sont encourageants, c'est qu'ils reflètent une gestion efficace du travail. Cependant, au niveau des opérations

• customer satisfaction records

  Dear Zoho Team, Is it possible to get "customer satisfaction records" from all customers that we invoice through your portal. This query is raised with the view to satisfy ISO 9001 standards requirements. Kindly advise. Regards Anil

• External Interviewer for Zoho recruit

  We do three rounds of interviews. We are a IT Staffing firm and it is common for us to interviews scheduled with interview panel whose emails are not on Zoho one or Zoho recruit Round 1 - Technical screening interview. In this case the technical screener

• Turn off Inventory/Inventory while creating Sales invoice

  I am using Zoho Books only for accouting and have a seperate billing software which contains the data of Inventory quantities, so I want to account only vendor/ customer which creating sales/ Purchase invoice without the items, is it possible to create

• Transferring Attachments from Lead to Account

  Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversions

• How to Search Records Using Zoho Desk API with Custom Fields - Account, Contact & Custom Field

  🔍 How to Search Records Using Zoho Desk API with Custom Fields Hello Team, Today, I’m excited to share a useful tip on using the Zoho Desk Search API to search data like Contacts, Accounts, or any other module using custom fields. This includes searching

• Pueden ayudarme hacer ua lista por favor

  Quiero hacer una lista que se encuentra en una columna de otra pagina

• Zoho Books: How to trigger workflow in Deluge script

  💡 How to Force Execute Workflow in Zoho Books Using Deluge Hello Team, If you're looking to forcefully execute a custom function or workflow in Zoho Books, you can do so by using the special header node X-ZOHO-Execute-CustomFunction in your API call.

• How to redirect from Zoho page to external

  Please explain how I can invite people to visit http://www.myzohosite.com/survey  and have that page redirect to http://externalsite/limesurvey/123456 I'm thinking that embedding an HTML redirect in my zoho page would be immediate whereas a CNAME record would take hours to permeate.  I don't know how to do either unfortunately.

• Connecting Contacts and Leads

  Hi, I found out that if a lead is already converted to contact, and another lead comes into the system (with the same data), they can live side to side without any connection between them (although they have the same email/phone in both). Is there a way,

• Solution for connections to HDR desktops looking overexposed in Zoho Assist

  I have been having issues when connecting to HDR desktops (my monitors are also using HDR) from Zoho Assist and I managed to find a solution. Zoho support told me to turn off HDR but that was not an option in our current workflow. The issue was that the

• Inner height of calendar inside a page

  I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of

• import .pdf with text

  can you import a .pdf with text fields and then edit in zoho to make a form?

• Web Tabs in Zoho Projects

  Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you

• Urgent: Slow Loading Issue on Zoho Commerce Website

  Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

• Candidate Interview Feedback

  How can we define ratings for candidate feedback post her interview

• How to add a banner at top for sales or announcements

  Hello, I am trying to create a banner at top, which is gonna remain there above header. I tried to use message bar, but it comes with an agree button, and on click it disappears. Instead o want to use a banner for a promotion, sales etc. How to create

• The Social Wall: March 2025

  Hey everyone, From threaded posts to new channel integrations on the mobile application, March saw some big updates. Let's take a look at everything that went live: Onboard your Instagram account directly via Instagram login credentials You can now add

• contacts & their emails don't show up in Zoho mail on computer, I can't import from Google

  good afternoon, I successfully cleaned up my Google contacts (the list off which I'd like to work) and deleted all my Zoho contacts. Zoho mail on my phone works great. all the contacts pop up as I'm typing the contact's name or email address, clearly

• Zoho API COQL authorization problem

  Hello! I am encountering a problem while executing a COQL endpoint request. I'd like to execute a simple COQL request, but whenever I try sending a POST request I get this response: {'code': 'OAUTH_SCOPE_MISMATCH', 'details': {}, 'message': 'invalid oauth

• Fetch extra products data from invoice in one query with invoice record

  Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we should

• how to import products and unable to change home currencies

  i am unable to upload products, i want to change home currencies from usd to inr,

• Chromebook Filemanager integration with Zoho

  I would like to be able to see documents stored in Zoho Docs through the native File manager on my Chromebook. I found an article from Zoho at https://www.zoho.com/news/zoho-extends-zoho-docs-to-googlechromebooks.html which hints at it but the extension isn't available in the Chrome Store. In the Chrome OS beta channel there is now the option to add new services such as Dropbox and OneDrive and WebDav based services but Zoho isn't one of them. Can you tell me if this is currently possible or if /

• Please create a "TAG" custom field type

  We need a "Tag" field type for multiple value situations that are large and grow or vary more than a select list can handle, but more restrictive than a textbox with values separated by commas so that users must use predefined/pre-used and formatted values . This would be for fields like: Vocation - Attorney - Estate/Trusts, Attorney - Personal Injury, MD - Osteopath, MD - Pediatrician, MD - Oncologist Interests - Skiing, Swimming, Equestrian, Golf, Sailing, Fencing, Baseball, Crickett Groups - Veteran,

• ID caller with iOs App / Please your reviews

  Hello,  I would like to understand a bit better the ID Caller function for people who have the Zoho Recruit app on their phone. I understood that this feature is only available on iOs. I am an Android user and this feature could definitely make me become an Apple user. However, before spending hundreds of euros in a new phone, could you give me  some details about out it works. I am also interesting in Zoho Recruit users' opinion who have an iPhone. Do the phone number in Zoho Recruit has to be under

• Zoho marketing hub integration with WordPress WooCommerce

  Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

• What is deploy conflict: module field(s) is more than the length of the mapped fields in the production account.

  Hello I am trying to deploy changes to our Quotes module from a Sandbox to Production and my subform is erroring with "module field(s) is more than the length of the mapped fields in the production account" We can't figure out what is causing this error.

• New User Invite Changes Email Address

  Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.

• Mail app on iOS and push notifications

  Hi, I just upgraded from a free account to a paid 10gb account so that I could integrate my email into the Apple Mail app, and the IMAP configuration worked and my emails were loaded into the Mail app. However I have discovered that there is no "Push"

• Zoho Desk Time Entry Created Trigger

  I have a flow that has been working for months but now the Time Entry Created Trigger from Zoho Desk is no longer working. Can some one please help?

• Two footers in dialogue module

  This makes the design look messy. We just want one. We would also like to customize the things that we want there.

• Canadian Data Center

  Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------

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