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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

• Is it possible to customise the lead conversion page in Zoho CRM?

  I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.

• how to unlock my domain with photos

  please give instructions

• Tag Limits for contacts module

  Hi,  I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5

• Zoho CRM Recurring Tasks creates the entire series

  Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that

• Direct URL to "View Record"

  I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

• Zoho FSM says "null"

  Hey everyone. I am trying to create a flow for when a 'Service Appointment' is created/updated in FSM. I have created everything and when I try to turn the flow on it says "Zoho FSM says 'null'". I have no clue what this means or what is wrong. Has anyone

• Payment before Submussion

  Hi, would like to create a form in Zoho Creator, in which at the end a payment is made. Right now, i only can submit the form and then the payment process is started. But the payment process needs to be finished BEFORE the submission of the form. Can

• Please turn on SMTP Authentication in your mail client.

  We are unable to send mails. The reported error:  Please turn on SMTP Authentication in your mail client. sender-of-o52.zoho.com [135.84.80.217]:21324 is not permitted to relay through this server without authentication. This is a newly setup domain

• Zoho Projects API v3 - How to format filter critera in deluge

  I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and

• Not possible to remove mandatory system fields?

  Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's

• I am not the CEO.

  I signed up for the basic Zoho and it lists me as CEO.  Apparently others have this same issue.  If we are not allowed to change the "role" then perhaps the default should be more generic.  "CEO" would apply only to a very few who sign up for a "FREE" software.  Please help me change this. Thank you!

• Lists - Change Owner

  A former employee created a list for some campaigns. When I look at "All Lists" under Contacts that list "Newsletter Subscribers" is not included. The only place I can see it is after I click "Recipients" when creating a new campaign. , but it is not listed under Contact Lists. 1) How do I make me the owner/creator of that list since the original creator no longer works for me? 2) How do I add it to the listing of lists under Contacts? 3) How do I update the list with new subscribers? Thanks, Tracy

• Zoho Practice Roadmap

  Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.

• Improper code format

  Hello, I recently switched to the new Deluge editor in Zoho CRM and I am editing an existing script but it returns an error: Improper code format Correct format : <return_type> <category>.<function_name>(<type> <arg1>, <type> <arg1>,...<type> <arg50>){

• Notes Problem

  Hi there, So here is My path When a custumer goes on my website and fill up un form Form received on mail Then Create a new Lead in Zoho CRM When I convert the lead to Contact Create customer to QuickBook and Creat a New Deal in pipe Line Here is my problem.

• Search if Image exist

  Hi! How can I search in ZOHO CRM if the record contains an image? What is the best why for this Thanks.

• Sales return create issue

  Hi every one. Call the API to create a salesreturn, but receive an error message saying 'Invalid value passed for salesord_id'. However, the salesord_id parameter is not included in the API documentation. What should I do? { "salesreturn_number": "RMA-00001",

• Merge the Multiple POs to single PO if Vendor of PO's are Same

  Hi @Monika Prabhakar Bijekar @Aleena Joseph @arul.karthikeyan @Donald Love @Gowtham Aravind @Hemalatha S @Hemalatha Thangaraj @Aakamsha Raj @Akshaya G @Yaali Biz Appln Solutions @Madhan Gopal

• Zoho CRM and Google Sync - delete Contacts?

  If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?

• Engage Users with Easy Reads

  Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledge

• zc_LoadIn=dialog popup window size

  Hi Zoho, I'm using zc_LoadIn=dialog in my href link string to open a window in popup.  How can I determine the popup windows size? it comes up really small and inconvenient. Ravid

• Portal User Permissions for Bulk Edit in Zoho Creator

  Hi, I'd like to know how I can control whether a portal user is allowed to perform bulk edit actions in a Zoho Creator app. Specifically: Is there a way to grant or restrict bulk edit permissions based on the user's portal role or profile? Can this be

• Zoho Sprints - Q1 updates for 2025

  Greetings everyone! The first set of updates has been rolled out for 2025. Many exciting features have been introduced to enhance usability and streamline your project management efforts while using Zoho Sprints. This quarter was focused on releasing

• Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

  Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:

• RE: Webhooks not working in application

  Hi everyone, Is anyone else experiencing issues with webhooks in Zoho Creator today? All of our webhooks—across multiple flows, applications, and forms—have suddenly stopped working. We're consistently getting the error: "Internal Exception" We've double-checked

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• Disable the Checkbox with a Client Script in Leads

  Hi, Can the checkbox for Data Processing Basis be disabled for a specific type of user? Thanks

• For Each (Desk Ticket) Loop

  What I need is some sort of "for each" loop functionality in Flow, this doesn't seem to be a thing, but I'm wondering if someone found some sort of workaround? Here's the whole situation: I have a Flow, which is supposed to be triggered by a custom field

• Adding number of days to an estimate.

  I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

• Teams/Groups?

  Is there any way to have teams/groups? We have a huge amount of team folders, and it would be nice to give access to "Sales" or "Production", I usually have to give permissions to 20 people each time we get a new client, so we really need to have a way

• Editing records via Record-ID for public url

  With the usage of Record-ID we can edit a specific record directly from the url. I have found many posts here which are really helpful of how we can do that. But do you have any example of how we can do it when we have a published form??

• How to import email activity into Zoho CRM

  Hello There I am currently using hubspot and able to export out my email activity. I want to import the email activity into hubspot How do i do that as i do not see a email module in Zoho CRM

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

  Bonjour chers utilisateurs, Découvrons les dernières mises à jour et les échanges du mois de mars. Zoho CRM fait peau neuve ! Avez-vous déjà essayé notre mise à jour ? Pour en savoir plus sur 'Zoho CRM for Everyone', lisez cet article. En plus nous avons

• Zoho FSM E-mail Templates for WO/Estimates

  Either I am missing this, or it is just not integrated. I think I have exhausted looking everywhere. Why can we not change the e-mail template for Work Orders, Estimates, Invoices etcetera, in FSM as can be done with Books and CRM? The comments I have

• What's New in Zoho Billing - Q1 2025

  Hello everyone, We're excited to share the first set of feature updates for Zoho Billing in Q1 2025, ranging from manual revenue recognition to custom notifications for API usage limits. Keep reading to learn more. Leave Organization Option Zoho Billing

• Outlook to Zoho sync

  I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created

• Facebook and LinkedIn tagging is here on Zoho Social!

  Hey everyone! Here comes one of the most awaited features on Zoho Social.. We now support tagging for Facebook and LinkedIn posts! You can now @ mention or tag Facebook and LinkedIn pages in your posts, besides being able to tag Twitter and Instagram Profiles. To tag or @mention Facebook and Linkedin Pages on Zoho Social, use the '@' symbol followed by the name of the Facebook Page. The New Post box will display matching profile suggestions for you to choose the right one. Select the correct username

• Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

  The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

• Triggering a workflow based on the field update performed by function using zoho.crm.updateRecord()

  Ran into something pretty perplexing that I haven't been able to find solutions for online.  I set up a workflow that triggers when a field is updated to a certain value. After futile hours of trying to debug this, I realized this inexplicable thing. The workflow actually does trigger properly when I manually update the field to the required value. When the field is updated to the exact same value by the custom function I wrote (using zoho.crm.updateRecord()), the workflow doesn't trigger! I'm wondering

• Better UI for proactive chat notifications needed!

  It would be incredible if proactive chat notifications, instead of maximizing the widget—especially on mobile devices—would simply display a notification in this style. It’s not very good design for them to abruptly interrupt the visitor’s navigation.

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