Formula Fields Trouble

• Topic Participants

• David R

• Andrea Dalseno

• OchoPé

• 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

• Why is my Lookup field not being set through Desk's API?

  Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,

• How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

  Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the

• Deletion Workflows

  Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?

• URGENTImpossible to book an appointement

  J'essaie plusieurs fois mais aucun créneau n''est disponible Message d'erreur lorsque j'essaie de sélectionner une date

• Sendpulse SMTP/IMAP Issues

  It’s possible Zoho made some changes on their side. Sometimes, even if your regular password works, Zoho requires an app-specific password for external apps like SendPulse to connect via IMAP. You can create this in Zoho’s security settings and use it

• Insane mail security

  I cannot access my email... anywhere. For some reason the password for the Mail app on my Mac is being rejected, it worked yesterday but now it doesn't? Ok let's try the web interface. I can access my general Zoho login with the password but if I want

• UI issue with Organize Tabs

  When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen

• Task list flag Internal/External for all phases

  Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the

• HAVING PROBLEM WITH SENDING EMAIL

  Hi all, I'm unable to receive emails on info@germanforgirls.eu. I'm getting an error code 550. 5.1.1. invalid email recipients. Moreso, I would like info@germanforgirls.eu to be the default "send from" email and not solomon@germanforgirls.eu. Kindly see

• Sharing my portal URL with clients outside the project

  Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

• Different Task Layouts for Subtasks

  I was wondering how it would be possible for a subtask to have a different task layout to the parent task.

• Subscription went to default (@zoho.com) address instead for custom domain

  Hello! So I bought a lite sub to test things out, wanting to use my own domain. However, after passing through all the verification steps (completed now), it seems that the sub I bought was assigned to the default email that I already had with Zoho and

• Canvas templates and font-family

  i dont understant why its always the smallest things that waste all of my time! why in some videos i see they have tamplates in the Canvas editor and i cant seem to fint it? and why oih why cant i cange the font? i just want simple Arial! help meeeeeeeeee

• Re: Ca.gory groups and not all email addresses being added to a group emails

  Hi, I have added emails under 'Contacts' into categories but when sending a group email and putting the category name in not all email addresses go onto the email. I have refreshed the page, deleted and redone the info etc with no luck. I only found out

• IMPORTANT

  Dear Zoho Support Team, I am currently experiencing an issue when trying to send emails from my Zoho Mail account. Each time I attempt to send a message, I receive the following error: "Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked."

• Able to Send Emails from Zoho but Not Receiving Emails from Gmail

  Hello, I am experiencing an issue with my shopify domain email setup and would appreciate your help. Current situation: I can successfully send emails using Zoho. I can receive emails from some services (for example, Facebook). However, I cannot receive

• Antispam validation failed for your domain in Accounts

  I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":

• Announcing new features in Trident for Windows (v.1.38.5.0)

  Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening and enhancing communication. Let’s dive into what’s new! View complete technical email details. For those who need deeper visibility

• Windows Desktop App - request to add minimization/startup options

  Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

• Accounting of Amazon

  I have recently started selling on Amazon.in and I am facing issues with different types of transactions: What entry to do in case of return? If I had sent two products and customer returned both the products but I had received only one and got the claim

• Compose Emails Faster Using Templates and Snippet

  Hello everyone, We have made an enhancement to the Send as Email option in Tickets. Agents can use templates and snippets to draft their response, which helps save time and maintain consistency. The Send as Email page will display the available templates

• Customize Colors used on graphs and charts according to users desire.

  It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

• Emails not integrating

  My emails from Hubspot did not integrtate over. How do I fix that?

• Creating meetings from an email

  Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• CRM Percent custom fields: When will it show the % symbol and behave like %?

  1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

• 【Zoho CRM】商談タブへのデータインポート

  Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指

• Deprecation of the Zoho OAuth connector

  Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

• Implement Date-Time-Based Triggers in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

• RouteIQ for Zoho FSM

  Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

• Let us view and export the full price books data from CRM

  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

• What's new in Zoho Sheet: Simplify data entry and collaboration

  Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

• Changes to the send mail Deluge task in Zoho CRM

  Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

• How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

  Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

• Zoho Books | Product updates | January 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

• Inclusion is the new engagement

  When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly

• DKIM verification for Squarespace website - Corrections to instructions

  Zoho Campaigns DKIM TXT record instructions for Squarespace show that Host field should show: 22111._domainkey.[domain name, e.g. mywebsite.com] However, after 72hrs, I had to reach out to Squarespace tech support, and they confirmed that the domain name

• Passing the image/file uploaded in form to openai api

  I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints

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