Splitting a List into different rows

• Topic Participants

• Scott Hostetler

• Bhoomi Joshi

  

• Hugh Marshall

  

• 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

• [URGENT] Cannot access Functions tab in CRM

  Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it is

• Not able to see appointements when the territory permission is activated

  Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order

• Accepting Event from Outlook Client

  I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it

• Is there an API endpoint to retrieve the remaining email credit balance?

  Hi everyone, Is there any way to retrieve the remaining email credit balance programmatically through the API? I've gone through the full API documentation and it seems like there's no endpoint for this — everything related to credits is only visible

• Switch between multiple LLMs instantly for tailored Zia experiences

  Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone, Previously, the multi-LLM feature supported only one LLM at a time for Zia Record Assistant, which restricted users' flexibility

• Zoho CRM Community Digest - April 2026 | Part 2

  Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your

• 【西日本初開催】「AI and DX Summit 2026」のご案内

  ユーザーの皆さま、こんにちは！ 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日（木）に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。

• Zoho Desk MCP doesn't expose all functions

  Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).

• Stop by and explore our six updates in ABM for Zoho CRM

  Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria

• Tracking Emails sent through Outlook

  All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

• Enhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length

  Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replace

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• Incoming Rules: Define how incoming emails are evaluated and handled

  As organizations grow, managing incoming emails manually becomes increasingly difficult. Administrators often need more control than what a standard spam filtering can provide. Whether that's enforcing company-wide email policies, handling messages from

• Zia Emails Summary: Instant context from past emails

  Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone

• Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

  Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

• Custom Portal URL causing SAMEORIGIN error with embedded Page snippet

  In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Bing ads integration and tracking

  Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords?  It is important for us to be able to determine the conversion rate of our Bing ads.  If this is not possible now, will this feature be added in the future?

• Zoho Creator Calendar - Sorting Events

  Hi, I have a calendar view to hold the schedule for a group of engineers. I have created a formula field to show the combination of fields I want visible as the title of the event, but I need to be able to sort the list by something other than the event

• Create a "My saved custom themes" section in Zoho Forms

  Hi! I created lots of forms for my company that we embed on the website with a custon design. It is a pain not to be able to save a custom layout as a template and just not to have to do it again! So could you add a gallery like : "My saved themes" ?

• Upcoming Update: Disposition Sync for Indeed

  We’re updating our Indeed integration to support Disposition Sync, improving how candidate application statuses are communicated. This change is scheduled to go live on 15 June, 2026. What’s changing? Once enabled, this allows candidate application statuses

• Joining Two Tables on Multiple Ids

  Hello all, I'm guessing there is an obvious solution for this, but definitely not an expert in sql. On our Deals module, we have two user lookup fields. In Analytics, those fields have the user's ids in those table rows, and I'm trying to create a query

• auto update of item purchase cost

  Would be nice if, when entering bills, the price of the item varied from the stored item price, we could have a user dialogue "Update item price" | "yes / no". Simple, but saves a lot of additional work !

• Journeys - How to set up a webhook that triggers when a contact meets the goal criteria?

  Hi there, I'm setting up a journey on Marketing Automation. The main goal of the journey is to get the leads to reply our emails. Is there a way to trigger a webhook when that goal is met? The webhook would then trigger a notification. Is that possible?

• Latest updates in Zoho Meeting | Personal Meeting Rooms and Zoho Meeting Annotator

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Personal Meeting Rooms - Tailored for private discussions, this secure meeting space is yours alone, accessible via a unique link.

• Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

  Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with

• New UI for Writer - Disappointed

  I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this

• The reason I switched away from Zoho Notebook

  My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

• Introducing the enhanced Zoho People integration

  We're excited to announce an enhancement to the integration between Zoho Recruit and Zoho People, designed to streamline your data management processes and boost efficiency across your recruitment and HR workflows. With this latest update, you can now

• Zia should track how customer relationships evolve over time

  Here's a feature idea that I've been thinking about The Problem Zia is great at analyzing individual interactions email sentiment, call transcription, best time to contact. But here's what it can't do: tell you how a relationship has evolved over time.

• Add an option to disable ZIA suggestions

  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

• Filter our rejected quote items from the inventory quote template

  Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Gamescope is leveling upto Motivator for Zoho CRM

  Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

• Print JV of an Expenses in ZohoBooks

  When an expense is created in Zoho Books, the related journal entry can be viewed at the bottom of the expense record. However, when printing the expense, the journal entry is not included in the printed document, and there does not appear to be an option

• Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes

  hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in

• Write-Off multiple invoices and tax calculation

  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Print shipping label on Zebra Label printer from ZOHO Creator deluge

  Hi All, Allow me to guide you through the process of printing a shipping label from ZOHO Creator to a Zebra label printer (ZD421D). Step 1: To start, configure the SendFileToPrinter API, which enables the transmission of a file to a Zebra Link-OS printer.

• Zoho Books Placeholder: Inventory Counts

  I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have

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