Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

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• Kamlesh

• Narenderen Rajalingam R

  

• Jack Stolkin

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• We cant create a custom function

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• only lastname as index(?) field in custom module

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• Canvas View - Print

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• Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

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• How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows

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• Import CSV file into Zoho CRM using Zoho Flow?

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• Analyze the Name of the Deal Owner and Created by

  I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the

• TDS Filing

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• In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

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• Sorry to inform you that currently we cannot access the subform fields through writer deluge (zoho.writer.mergeAndSend).

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• Quotes

  Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?

• I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM

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• Importing a contact with a linked product

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• CRM - Workflow Rules to be applied and work across modules

  Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can create

• Auto assign account owner

  hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, only

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