Change default "Sort by"

• Topic Participants

• Rebekah Hudson

  

• Pheranda Nongpiur

  

• Éric Hudon-Bujold

• M

  

• 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

• Writer is horrible

  Form filling is about unusable for complex forms! I am so tired of it. GET IT TOGETHER ZOHO.

• Getting Project Template List using the REST API

  I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

• Can't delete shared mailbox emails from mobile app

  I have the mobile app on iOS and cannot seem to find a way to delete an email from a shared mailbox. Is there something I'm missing here? Michael

• From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

  Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

• Problem with the blueprint flow.

  Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint

• Introducing Custom Columns in Forecasts in Zoho CRM

  Release Plan: Enabling in Phased Manner, Enabled for JP DC Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved

• 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

• Associate records via the Multi-select lookup RELATED LIST via API

  In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis

• OAuth integration issues

  I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

• 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

• Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

  I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically

• Le cauchemar de PEPPOL avec Zoho Books

  Après de longues hésitations — car je défends toujours les produits Zoho malgré leurs imperfections —, je me suis décidé à poster cet avis sur ce forum. En effet, depuis plus de 5 mois, les nombreux soucis relatifs à la facturation par PEPPOL semblent

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

• Introducing Offline Signature in Zoho Contracts

  We are excited to announce a new feature that brings even more flexibility to your contract execution workflow — Offline Signature. What is Offline Signature? The Offline Signature feature enables organizations to manage contracts that are signed outside

• URGENT ESCALATION — Unresolved Datacenter Conflict: Zoho Recruit .in vs Zoho Apps .com | Business-Critical Issue

  ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ISSUE SUMMARY ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Our organisation has existing Zoho accounts registered under the US datacenter (.com). We have onboarded Zoho Recruit under the India datacenter (.in) at https://recruit.zoho.in/

• 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

• Link webform to a job opening

  I have a webfrm embeded on my website and everytime a candidates fill the form, their candidate status is to new. Is it possible that it links to a specific job opening instead of me having to assing it manually ? Thanks

• Zoho CRM Integration Form + Custom Fields

  Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.

• Canvas Detail View Related List Sorting

  Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

• 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

• 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,

• Recent enhancements made to workflow rules

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's workflows. We'll go over each one in detail, but for now these updates can be broadly categorized into two parts: Enhancements to workflow

• How do I get my cell height to auto adjust?

  I'm evaluating Zoho Sheet as a replacement for Google Spreadsheet. Using latest version of Safari, and experiencing the same issues in Chrome. A few bugs/things I can't figure out: Auto adjusting cell height when importing from Google Docs or creating a new document Turning off the auto date formatting for X.Y.Z where they are all integers.. (This is extremely important, as our requirements are written as outlines.. "X.Y.Z" corresponds to a requirement ID.. which is then turning into a date) The

• Zia Agent activation in Zoho Desk forces new Organization creation instead of deploying to existing one

  While attempting to complete the deployment and activation sequence of a new Zia Agent within our existing Zoho Desk environment, the activation process failed on the user interface, throwing a generic error (see print). However, despite the activation

• Marketing Tip #36: Optimize your online store for AI search

  Search is changing fast. Along with traditional search engines, AI-powered search and recommendation experiences are becoming a bigger part of how customers discover products online. Stores that are well-organized, descriptive, and consistent are more

• 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" ?

• 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,

• Zoho CRM Kiosk question – Passing Screen Fields to a Function

  I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) The

• Introducing Spotlight Forms

  Hey form builders! If someone opens your form, sees the wall of fields ahead, and quietly closes the tab. It may not be because the questions were hard. It could be because the experience felt like too much. Which is why we have now introduced a new form

• Client Script Button in Related List become invalid

  Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.

• BUG and HANGUP - Add Row with Fields DOUBLES the amount of rows instead of Adding Just 1 Row

  As it says in the title, there is a bug with forms generated with Zoho Writer where the Add Row With Fields ends up DOUBLING the amount of rows instead of Adding just 1 row.

• Delivery Note without services

  Hi all, It there a possibility to create a delivery note from an invoice without the listed services "idem type: service"? Thank you in advance, Michel

• Forms cannot be accessed.

  https://forms.zoho.com/ is not available, please help to fix

• Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community

  Chers utilisateurs, Un nouveau mois se termine au sein de la communauté Zoho France. Découvrons ensemble un résumé des activités du mois de mai. Quatre ans après son lancement, Zoho Marketing Plus continue d’évoluer avec une ambition claire : offrir aux

• Ability to run report over 180 days

  Is there a reason Zoho limits the ability to run reports for records older than 180 days? In my view, the only reason I can think of is that it forces us to pay for Advanced Analytics (which I do).

• 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

• [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

• Important changes to note for Zoho Sign users in Saudi Arabia

  Dear Zoho Sign users, If your Zoho Sign account is hosted in our Saudi Arabia data centre, here's an important update on digital signature certificates in the Kingdom of Saudi Arabia. What's changing Going forward, the "Sign via Zoho Sign" option will

• Cloning a View

  When I clone a View, it doesn't make a copy; it only creates a new copy with the same default fields as if I were creating a new view. What is the purpose of cloning if it doesn't bring in the same fields? Thanks Rudy

• 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).

• Next Page