How to have two separate views for different countries

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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

• 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

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• Function-2: Round-Robin assignment of records

  Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the

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• Email signature not being included if user creates ticket / sends email

  When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie

• Lookup Fields not Converting

  I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There

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  Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael

• External ID validation.

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• Create a button that executes a customized function

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• Custom field doesn't fill when converting sales order to invoice

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• Associate Email API Internal Error

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• Profit on Sales order

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• Subform Data in v2 REST API

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• ZOHO Widget SDK not loading in html

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• Information problem

  ZOHO Guys, I am trying to evaluate your product as a serious business tool. However your attitude to providing key information such as 1. CRM Data Model 2. Product Roadmap and Enhancement promises 3. Complete and accurate help make it very difficult to recommend as a serious choice for small business. You may be cheap, but I would prefer to pay if it means not being kept in the dark! Kind Regards Andrew Copley

• How to create comparison time periods like these examples

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• Zoho Creator - Zoho Analytics

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• Important updates to Zoho CRM's email deliverability

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• How to add new deal to existing contact

  Hi, I want to add new deal to existing contact.

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• Linking an email to a Contact when the email is sent in deluge via sendmail

  The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

• How to restore deleted Field

  I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

• How to select multiple notes at once in the PC client?

  In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0

• Feature Request: Search in the PC client. Some thoughts about the search.

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• How I can add customized Invoice

  Hi, I wanna use a customized Invoice, how i can add that

• Zoho MA and Custom Module

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