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• Pheranda Nongpiur

  

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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

• Creating a Quote from a Deal and populating the data

  Hi I have tried many ways to get a way to create a Quote from within a Deal and have it pull the Deal data over, but none have worked. I have the following ode that Zoho provides, but this fails and refuses to save. I am not a developer, so writing code

• Creating a Quote from a Deal in CRM

  Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. No

• Recurring Automated Reminders

  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

• Zoho Sprint Backlog View, filter by item status

  Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should

• 【Zoho CRM】アナリティクスタブのアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からアナリティクスタブのアップデートをご紹介します。 【目次】 フィルター機能 エクスポート機能(ファイル出力) 1. フィルター機能 CRMのアナリティクスタブ内のダッシュボードに、フィルターを適用できるようになりました。これにより、各表やグラフを個別に調整したり、別のツールを使うことなくダッシュボード全体を一括でフィルタリングできます。 「アナリティクス」タブを開き、画面右上の赤枠で囲われた[...]をクリックします。選択肢の中から「ダッシュボードフィルターを追加する」を選択してください。

• inability to apply filter on zoho sheet

  I've been unable to apply filter on zoho sheet for the past two days..please help out

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• How can I view Help Center articles in 'Sandbox' mode?

  I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.

• Ticket Resolution - Add rich formatting, screenshots and attachments

  The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solution

• Ticket duplicating when multiple "To Address" are messaged

  Hello, I want to know if there is a way that I can stop the duplication of tickets when clients email multiple emails related to the same department at the same time. In our case, we basically use ZDesk like email. Each agent has a designated "To Address"

• Exporting Sub-Fields to Email Templates

  We have an Estimates module with a sub-form for estimate calculations. Is there a way to export only some of the columns to a mail merge or writer to produce a report? eg I want don't want the Suppliers details included.

• Issue Loading Dynamic Table Fields in Zoho Writer

  I am experiencing an issue while configuring a repeat table in Zoho Writer. When attempting to insert a dynamic table, I receive the following error: "There was a problem loading your dynamic table fields. Please try again in a while." I have already

• sending mails via workflows with own email address instead of notifications@zohocrm.eu

  Hello, I suspect that this question has already been asked (sorry), but I couldn't find a clear answer. when I send emails to crm-contacts/leads via workflows, the sender is: notifications@zohocrm.eu this is of course not nice. especially since our own

• [Free Webinar] Zoho Creator Release Updates - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Reply via email for IM tickets

  Ability to respond via email to tickets opened via IM channels, such as WhatsApp, Telegram, etc. Currently it is only possible in calls opened through Socials channels.

• Zoho mail and CRM sync?

  I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulness

• GMAIL Calendar to ZohoCliq

  Is there a way for us to make gmail calendar event to sync with zohocliq.  Let's say i have a meeting that is schedule on gmail agenda, can we sync it up with zoho cliq that changes my statuts to BUSY

• Zoho vault filling in a form it's not supposed to fill in

  Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

• Work Flow

  I have a subform inside a form I have a workflow on the form that is suppose to populate the Full Fault Box with input in the other fields. The script that I wrote is putting null in the box but it should never put null. Can someone tell me where I have

• How can i get parameters using Zoho Widget?

  I would like to know how I can pass parameters (for example: the ID of a financial proposal), to a Widget? I intend to host the widget externally, however I need to obtain the Proposal ID so that it can react dynamically.

• Setting up Tasks without Due Dates or Durations

  We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed.  Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between.  Work on the order cannot proceed until we receive

• Issues Syncing MacBook & iPhone Calendars with Zoho Mail – How to Fix?

  I was informed that I could set up a two-way sync between my MacBook Pro’s calendar and contacts and my Zoho Mail calendar and contacts. However, it's not working as expected. When I add an event to the Mac Calendar, it does not appear in the Zoho Mail

• Unblock outgoing emails

  Please unblock outgoing emails for "hello@strategymaster.io", nature of the business: email newsletter, website: strategymaster.io, what type of emails i sent: whenever user purchases a new subscription, I ask for additional information. At once I sent

• Use Zapier to Seamlessly Create Zoho FSM Integrations

  We are elated to announce that Zoho FSM is now included in Zapier. Zapier acts as a bridge between Zoho FSM and thousands of other apps, enabling seamless integration and workflow automation without coding. What does this offer? Be it for automating repetitive

• Controlling Lookup Paths

  When building pivot tables, Zoho automatically selects 'lookup paths' for you based on which columns are configured. Sometimes, I want zoho to not use a look-up at all between two tables.... but that doesn't seem to be an option, as long as any relationships

• Unable to Change Super Admin

  Unable to change Super Admin Role

• Analyze Project Trends with Power BI Integration for Zoho Projects

  Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility

• How to merge duplicate products?

  merge duplicate products

• Deprecation of Marketplace functions

  We would like to inform you that Marketplace functions will be deprecated by the end of December 2024. Currently, the Marketplace supports the development of functions that can be used in extensions within HTML and resource JSON files. However, due to

• Negative clicks

  I can see we have bot filter now enabled automatically, which is great. I have, however, noticed an issue with the number of clicks. At present it is -3 which is not possible. Is there any way I can make sure the data is more accurate?

• CRM Mail Merge fields

  When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show product

• CRM Kiosk Get Record Override

  I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' arguments

• Share dashboard created in CRM with external parties

  Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!

• Deny Leave Based on Number of Requests for the Same Day(s)

  Is there a way to automatically deny a leave request if too many people are asking for the same day(s) off? For example, Everyone wants to take the week between Christmas and New Years off. Assuming everyone has hours available, could we automatically

• Introducing Integrations with Zoho Desk, Zapier and other minor enhancements

  Zapier Integration Automate workflows easily by connecting Zoho Webinar with Zapier. Easily trigger actions for when a webinar is created or cancelled, registrants are added, recording transcripts or summaries are generated, and for many other cases.

• Zoho Flow invokeurl - INVALID_URL_PATTERN Error with Zoho FSM "users" Module

  I'm encountering an INVALID_URL_PATTERN error when trying to retrieve data from the Zoho FSM 'users' module using the invokeurl task in Zoho Flow. I've spent considerable time troubleshooting, and I'm confident that the authentication (Zoho FSM connection

• Editing plain text files

  Is there any way to edit plain text files through Zoho Docs or any related service? I do most of my writing in plain text format for a wide range of reasons, sometimes by necessity and sometimes by preference to ensure maximum accessibility in future. My many plain text files include general notes, long documents (often using markdown or latex), numeric data, and code. I can open and view these files in Zoho Docs. But to edit I must open them in Zoho Writer, which warns that a new Zoho Writer document

• Video Preview

  We have a heap of video's in Workdrive but it appears I can't preview them I have to download which seems a bit silly given we could on D-Box before moving to this system :-| 

• Zoho's Webhook Service Generates "SSL Handshake Error"

  Zoho's Webhook service/agent is generating "SSL Handshake Error" and is not reaching our listening endpoints. This indicates that Zoho's Webhook agent is unable to recognise valid certificates on the listening application. The endpoint can be reached

• Appears on excluded pages with "1 Minute" trigger, Zobot

  I'm posting this from Japan. Please forgive my poor English. The page to be displayed is set in “Custom visitors” under “Choose bot audience”. I set “1 Minute” as the start trigger and want it to start only on the page I want to display, but even pages

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