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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

• Recent Topics

• Resubmit for Approval for Zoho Books Module in CRM

  The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and

• Upload edited meeting recording for attendees to download

  Hi Would it be possible to let meeting organisers upload an edited version of the meeting recording? Usage case: most of us probably start a meeting 15 minutes before the official start time. It would be nice to trim that dead time off the recording.

• Why does the embed feature within the article editor seem to be not functional?

  I would like to embed media into an article, but that feature seems to be non-functioning. Am I doing something wrong? to clarify, I do not want to create an article by embedding. I want to embed media into an article I have created in a manual.

• Get all fields using COQL

  Hi Is it possible to get all the fields of a record using COQL?. Something similar to select * from Accounts in SQL.

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

• Can it change the language ?

  Hello ! The question is in the title ;) 

• Notes and Notebook integration

  Maybe I missed it, but is there a way to synch notes in the desktop with the notes in the Notebook app? I've been combing through the help topics and other forum entries and not finding anything. When I downloaded the android app I assumed there was integration with the desktop notes. Is that not the case? thanks.

• Tags on notes aren't syncing correctly on Android

  I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting

• Text formatting does not work (Notebook Mac)

  The text formatting does not work at all. It seems, that the program loses the selection and therefore hitting bold, italic, etc. does not do anything.

• For Each Loop only returns 1st result of List, not the whole list?

  I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each

• Delete Zoho Mail Account accidently from Admin panel

  Is it possible to restore deleted email accounts with all data.

• How do I delete a test email address to which I am supposed to send a test email?

  How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?

• Kaizen #121 : Customize List Views using Client Script

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

• Batch Number on Packing Slip

  When we send orders to our warehouse, we want to tell them the batch number to pull from the shelf.  It seems we should be able to pick the batch when assembling the package. In the current Inventory, we have to create an invoice, pick batches for the invoice.  This is too late.   As a workaround, we are sending the invoice to the warehouse (via a template that removes most of the price information).  This is cumbersome and causes our warehouse to see the total invoice price (which can't be removed

• Editing a bundle

  How can I edit a bundle?

• Saving URL for Submitted Forms

  The unique URL for submitted forms should be saved automatically within 'System Fields'. (without sending a duplicate email to myself, there is no other way to retrieve the unique URL for a submitted form if the user wishes to update) Additionally, it

• Implement Meeting Polls in Zoho Bookings

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

• Response from a customer via web channel

  Is it possible to ensure that a customer using the web channel can respond to an agent's question without creating a new thread but instead linking their response to the existing thread?

• Venezuelan Bolivares missing from available currencies

  My mother is ill and lives in Venezuela. I do her finances and insurance expences related to medical billing. Most receipts are in Venezuelan Bolivares. However I cannot find this currency. I am migrating from Expensify which conveniently has Bolivares

• Flow with CRM

  Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

• Using WhatsApp with your existing number

  Hi. We want to use the WhatsApp functionality in Zoho Desk. We already have a WhatsApp business account. Is it possible to use your existing number instead of creating a new number?

• Customize Section

  I know it has to be in the themes somewere but where is it that you can change the divider color of a section?

• Customer Feature Requests

  Like Zoho, we're a software company that markets an SaaS product. We frequently get feature requests that come from the support system. My technicians have a responsibility to listen to our customer requests and add them. Right now the only way to do

• the expected input type is jsonarray

  I keep getting an error when creating a record in CRM via a Zoho Form. CRM has a pick list field "Type". All Form entries from this form will ALWAYS be "Volunteer", therefore we do not ask them what their Type is. I am trying to use Set Value to create

• fetch records from analytics table from creator

  I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke

• Card payment surcharge?

  Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients

• Cant add contact mail. cant find it

  Hi, I am writing a new message and when I enter the contact address that is in my address book, zoho cannot find it. Previously there was no problem. I wrote the first two characters and it shows me all the contact.

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• Creating a text box background with round corners in Campaigns

  Hello fellow Campaigns users, Is it possible to create a non-square text box? So with rounded off corners. Like the image that I added below. The shadow effect would be cool too, but I guess that would be more difficult (if possible). I suppose this can

• Image field in custom module

  Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

• Team can't view their created ticket through Followed Tickets

  Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message

• Function #61: Automatically add free item to the invoice based on item quantity

  Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions

• Use color coding for picklist field values to enhance visual representation

  It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users

• Creating a support request / ticket via email to xxx@zohosupport.com

  Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an

• Setting up CRM for RFP workflow management

  This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if

• Introducing Appointment Title Customization

  Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the

• Custom Module

  I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the

• How to merge duplicate products?

  merge duplicate products

• Rollup summary for custom module

  Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

• Foreign Currency Bank Account

  I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks

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