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• 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

• 553 relaying disallowed invalid domain

  Hi, I have read the previous article but i am still facing issue , I have added all these in my domain manager under dns settings. type : cname host: zb14521202 value / points to : validate.zoho.com Can you please tell me why i am still facing same issue

• Announcing new features in Trident for macOS (v.1.18.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Retract sent emails. Whether you've missed adding an important attachment or

• Canvas View Change History

  We are trying to setup Canvas Views and it is really not a pleasant experience. It bugs a lot, some pages are just not accessible anymore and it shows that a view is just not editable because it shows a blank page, although when we open an actual record,

• Leadchain BUG

  Hello i have a problem with Facebook Leadchain. All of the information is populated correctly in the CRM, except the campaign. I want to add new leads to an existing campaign, but the lead is not added to the campaign even tough i have selected the campaign

• What is the use of the stage environment ?

  Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment

• Workflow Automation Instant Action

  Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For

• Live webinar: Transitioning from MS PowerPoint to Zoho Show

  What’s the first word that comes to mind when you think of presentations? For many, it’s PowerPoint. This has been the default for so many years that “PPT” has become a stand-in for “presentation.” But presentation needs are changing. And if you’re looking

• Assistance with Bulk Contact Import in Zoho Email Campaign

  I’m currently in the process of importing the Supermarkets customer list from Zoho Accounts into Zoho Email Campaigns. During the import, I’m being prompted to complete the "field mapping" section, but I’m unsure how to properly configure it to ensure

• Variables in Zoho Mail Signatures defined by Administrator

  Good afternoon, I'm looking at the Admin component of Zoho Mail, and I see we have the capability to define signatures for end users. We also have the ability to associate with multiple email addresses. Are we able to use any variables such as [FirstName}

• Sales Order automatic Convert to Invoice using boolean True or false

  It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I change

• Should I save dead quotes

  I work in vehicle transport, specializing in transporting vehicles for dealerships. My role involves collaborating with individuals at each dealership to facilitate the transport of their vehicles to customers and from auctions. My question is whether

• Create Full-data sandbox now in Zoho CRM

  Full-data Sandbox feature is being released in a phased manner, and is currently accessible to users of the CN (China Region) data center. Full-data Sandbox is now available for JP (Japan) DC. Full-data Sandbox is now available for SA DC. Latest Update:

• [Free introductory session] Get to know Zoho Bookings

  Hi everyone! Whether you’re just getting started or have been using Zoho Bookings for a while, there’s always something new to learn. That’s why our product experts are hosting a free live training session to help you optimize appointment scheduling for

• Free online training for Zoho Bookings

  Hi everyone! Whether you’re just getting started or have been using Zoho Bookings for a while, there’s always something new to learn. That’s why our product experts are hosting a free live training session to help you optimize appointment scheduling for

• Zoho Desk Validation Rule Using Custom Function

  Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?

• Custom sender email address - doesn't receive verification email

  Hello, We've just purchased the premium backstage license plan and are setting up a test event. However when adding a custom sender email address, it backstage doesn't send the verification email!? We've tried on multiple email addresses. Please advise

• Zoho Sheet - Option to disable "Embed" button when publishing a sheet

  Hi Sheet Team, I've noticed that when I publish a Zoho Sheet publicly, there is an option for the viewer to "embed" the sheet. There is no option to disable this button and my idea/feature request is to include a checkbox in the Publish settings to hide

• Quick resend/One-off send function

  Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under

• Advanced search for Spam tickets in Zoho Desk

  Currently there is no way to use advanced search in Zoho Desk to find content in tickets marked as spam. Please add this functionality! I believe this should not be the default, but a simple check box "Include Spam Tickets" would be helpful.

• How can I mark an account as VIP or similar for special treatment?

  I'd like to create a visual enhancement to mark an account as VIP in a way our agents can't miss it. What is your suggestion? Thanks!

• Is there a way within Desk to allow for this timeline overlapping?

  We're encountering an issue where contract timelines for the same client at the same location might overlap or follow each other sequentially. Since a single client can have multiple contracts, and we offer various contract types, is there a way within

• how can I change the font when I answer a ticket in zoho desk? thanks

  how can I change the font when I answer a ticket in zoho desk? thanks

• Lookup fields can't be used for anything important

  Hi It seems the lookup fields are mostly.... informative, you can at most link stuff between modules... You can't use lookup fields in blueprints, you can't use them in layout rules or anything... It that correct?

• Is it possible to add HTML or a button on email templates in Zoho Desk?

  Hello team, I am working on getting the best use out of Zoho Desk. I have noticed that when you hit 'reply' on a ticket, it comes with a small 'survey' to the recipient saying something like 'how would you rate your experience with us?'... so my question,

• Is it possible to add buttons on email replies to internal team members?

  Hello everyone, I am currently trying to set up some workflow rules to trigger when a ticket is created. I have noticed there is a button that can be added to email templates when sending email alerts from workflow rules, for example ${Cases.SUPPORT_PORTAL_BUTTON}.

• Widget function call not working – need help

  Hi everyone, I'm building a widget for Zoho CRM and trying to call a Deluge function from it using ZOHO.CRM.FUNCTIONS.execute, but it's not working. Here’s what I did: I created a Standalone function in Deluge. I'm calling it inside ZOHO.embeddedApp.on("PageLoad",

• Item bulk update

  Why is there no "pruchase rate" to select in the field selection ? We have far more purchase increases than we have selling price amendments !

• Can't lock timezone in new Zoho Bookings

  Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-person

• Can we customize the default client-facing icons?

  Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to

• Multiple team members to access one office PC

  Hello, We have a high-performance PC in our office that we use for resource-intensive tasks. All team members need to remotely access this PC from time to time. However, when I enable remote access for myself through Zoho Assist, the PC does not appear

• Zoho Bookings API, timezone is not recognized when passed

  Has something changed? Time zone is being passed through API but it is NOT being recognized. response is not showing time zonetime that was passed through request. This is an URGENT issue as it is preventing bookings! Seems like this is due to a recent

• Zoho Bookings: How to set a limit for maximum bookings per day?

  Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

• Zoho Booking API to update service for Assigned Agent

  Hi there, I have been testing and looking at the Zoho booking API for the Assigned Agent update from Zoho CRM for a long time. There is only a Fetch service request, but no updated Assigned Agent options. Does anyone know how to do that? PS: I can use

• Zoho Accounts and Book Keeping candidate required

  Urgently required data operator who can do following tasks: Purchase Bill Entry Sale Bill Entry Bank Entries Cash Book entries 40-75 entries per days

• Cancellation waiting list - Zoho Bookings

  Is it possible to have a waiting list in case I got a cancellation it can be filled automatically with people on this list? 

• Zoho Bookings Integration with Make.com

  Dear Zoho Bookings Support Team, We are writing to request a new integration between Zoho Bookings and Make.com, a leading automation platform widely used by Zoho users. Current Integration: We acknowledge the existing integration with Zapier, another

• Different Page Numbering

  I want the page numbers not just 1,2,3... but i,ii,iii,iv,... or even I,II,III,IV.... How can I do this?

• Leads Should Support Business-Centric Structure for B2B Use

  We’re a B2B company that generates leads for other businesses and often engage with multiple contacts within the same company. For years, we’ve struggled with Zoho CRM’s limitation of requiring a Last Name field for leads. For example, if we’re pursuing

• Zoho AI Translate – No Support for Hebrew?

  I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternative

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