
Hello everyone!
What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel, right? How about keeping a tab on their birthdays from your business tool, Zoho CRM? And how about automating greetings just in case you are too pressed for time to leave a personal note? Besides, this reduces the possibility of your missing out wishing some of your clients. Cool, right? Let me just show you a simple hack that lets you automate birthday greetings to your customers!
Here are the steps:
1. Create a birthday wish template:
Go to Settings->Setup->Customization->Templates->Create a template for Leads/Contacts. You have three options to create birthday templates.
(a)
Pre-defined templates:
Find a few pre-defined birthday templates from Create a template - >C
elebration.
(b)
Customized templates: Find a few basic models from Create a new template -> Basic
(c)Customized templates using HTML: Go to 'Insert HTML' option on the top right corner
in the template gallery. Add or edit your code.
2. Create a workflow to automate sending the birthday greetings.
a) Go to Settings->Setup->Workflow rules->Create a rule for Contacts.
b) Define the time and date on which the workflow must be triggered, and pick the Date of Birth field.
c)Choose the date of execution as Date of Birth field
d)Set the Execution cycle as Every year.
e) Set the "Which records" to “All records” (Or define specific groups and choose to send birthday wishes to that specific clientele (https://www.zoho.com/crm/help/automation/workflow-rules.html - Locate Set rule criteria)
3. Define an action to trigger emails to customers on their birthdays.
Go to Instant action->Send alerts->Choose the birthday template just created->Email recipient is “Contact/Lead: email and save the workflow. This automation rule sends greetings to your contacts every year on their birthday.

4. Personalize emails to important clients by creating a custom view showing upcoming birthdays. This is done using formula fields. Let me walk you through the steps:
1. Go to Setup->Modules->Contacts. Drag and drop a Formula field and paste this in the expression and name it as “Month of Birth” and save the formula.
Month(${Contacts.Date of Birth})
This formula extracts the month of the date of birth and updates it in this formula field.
Then, drag and drop another formula and paste the below expression and name it as “Day of birth” and save the formula and the layout.
Dayofmonth(${Contacts.Date of Birth})
This formula extracts the day of the date and updates it in this formula field.

Similarly, consider the above image as reference and create another formula using Dayofmonth(${Contacts.Date of Birth})
2. Go to Contacts module—>List view drop down at the top left—>Create view.
3. Give the criteria as “If “Month of Birth” is 1 and name this view as January and add Day of Month and Month of birth columns in the view.
4.Sort the day of month in the ascending order.

Now, all the birthdays that fall in January is listed in this view. Create 11 other views for each month. If you feel the custom views are flooding the drop down, just edit this custom view on the 1st of every month and change the month of birth criteria alone. If you have any queries on this, do leave a comment below. Will be happy to help you with it!
Recent Topics
How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)
Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
What is Resolution Time in Business Hours
HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
Hide "Section" headers when using a form as a subform in "List view"
When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and
Add additional field to quick search results
IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine
Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument
Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body: {
Bug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
Need Help: Updating Related Records via Subform Entries in Zoho Creator
Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record
Zoho Desk - Community - Customer Portal - Description Field UX Improvement
Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the
Add the same FROM email to multiple department
Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
Can I change the format of the buttons in the email templates?
Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Zero Personalization of the File Sharing Experience
By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every
Lead to Contact Conversion with multiple email address fields
We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)
Introducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
How to display two measures (sales and price) divided by categories on one line chart
Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
Exporting Charts from ZohoCRM
Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability
Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities
sms long credits
I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits
Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'
We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect
Insert Cookie Policy in Zoho Sites
Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca
Marketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
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
Forced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
ENTER key triggering Submit
Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed.
Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?
Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?
Draft & Schedule Emails Directly in Bigin
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but
Zoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.
Cliq does not sync messages after Sleep on Mac
I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.
Link to images
I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can you
Canvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?
Respond faster and smarter with Zia in your IM Inbox
You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows
Meeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)
Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
WARNING : Smart list automatically unsubscribes your contacts.
I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,
Export Purchase orders as Excel
Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料):https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした
Subforms in Stateless Forms
Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.
Custom Function not getting package details when triggered from Workflow Rules.
I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
Next Page