Enhancements to Stage Transition Rules
Greetings,
Checklist support in Stage Transition Rules
Previously in Bigin, you were limited to adding only fields and notes when configuring a Stage Transition Rule. However, with this enhancement, you can now include checklists as well. This means you can create a checklist containing all the essential to-do items necessary to advance a record from its current stage to the next. Users will see this checklist whenever they try to move a record between the stages you've specified in the transition rule.
These checklists are conveniently displayed in the related list of the records, too. You can mark off completed actions and even partially save your progress, allowing for later adjustments or reversals of saved actions.
Moreover, you have the option to move directly to specific stages from this checklist. If any mandatory items are still outstanding, users will see a popup. Once all the prerequisites are met, the "Save" button changes into a "Move to Next Stage" button, streamlining the transition process.
Additionally, in this enhancement, a file option has been included under the Mandate Additional Information section.
To know more about this, please access the help document.
Introducing the option to clone custom views
With this feature, users can generate a single custom view and subsequently clone it in order to create additional distinct custom views without having to build them from scratch. This process significantly decreases the time required to set up a collection of comparable views.
Furthermore, we're introducing an additional section labeled "Favorites" within the custom views dropdown menu. This will provide users with convenient access to the views they've marked as their favorites.
That's all for these enhancements. We sincerely hope you find these improvements useful. Please give them a try and provide us with feedback in the comments section below. Watch this space for future announcements.
Thanks and have a good day!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saishree T K
Jitesh Dugar
Sticky Posts
[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features PersonalisedIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile versionAnnouncing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
WhatsApp in Zoho Social
Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and getZoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.Emmanuel Katto : Zoho Meetings Outlook Plugin Authentication Issue - Help Needed
Hi everyone, I'm Emmanuel Katto, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the last couple of weeks. When we try to sign in via the plugin, it redirects to the authentication page, and after successfully authenticating, it showsSearch Function Not Working Properly
Search Function Not Working ProperlyMapping for date field from one module to another.
Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customerNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationConvert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase orderGlobal "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked
My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emailsWhich are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisitesThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theBulk Importing Personal/Shared contacts via csv or excel
Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assistCan we have Bills of Material Module ?
Can we have Bills of Material Module ?Domain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend DataFixed asset management
I want to know if there is any individual module for fixed assets managementHow to sync read mails to GMail?
Hello I am testing Zoho TeamInbox but I have an issue with my connected GMail account. Whenever I read a mail in TeamInbox or even reply to it, the email stays as "unread" in GMail. Is this normal behaviour? I thought that with the 2-way sync of IMAPLost ZB Code
Hi, Please what is the ZB code for my domain? It was mistakenly deleted. Please treat as urgent.Unblock ME
info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storageMy email id is blocked. My storage is exceeded 5GB. Deleted unwanted emails.
My email id is prem@justbootup.com. I tried to unblock ,but it says only for the paid user. Can you help to unblock?.How to Recall emails send from Teaminbox
How to Recall emails send from Teaminbox ?Zoho Analytics - Data source timezone
Hi, I have a Zoho Desk data source that should display date information / timestamps in Europe/Paris timezone (CET/CEST). However, as shown in the attached screenshot, the data source is using America/Mexico_City timezone despite having my Locale InformationSeveral Requests
Hello, is there any update on the following? * Scheduling Emails * Automatic Schedule Backups on Zoho Workdrive * Moving Emails Between InboxesIn focus: Cliq integration in the Agent Details page
Collaborate smarter, not harder! Managing your communication and collaboration just got easier! With the integration of Zoho Cliq into the Radar app's Agent Details page, you can now communicate and collaborate within a single platform. Why use the ZohoUnusual activity detected from this IP. Please try again after some time
When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone helpZoho email folders gone
Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?Zoho Support is horrible
Hey, first and foremost: I am a big supporter of Zoho and pay thousands of € every year for using the platform. Nevertheless, there are Zoho products that are badly designed, Zoho Directory being one of them. Yesterday this software locked my PC in aTeamInbox - Unread
In Teaminbox there's a view "Unread" We've played around with it, no one understands what it does or how it works. In the documentation it says "Unread - This is the global view of all your unread messages irrespective of the teams or inboxes." That'sWhatsapp Calls & User Informatio
Hello, if integrated Whatsapp with Zoho Team Inbox, what does it happen with calls? They can no longer be attended as they used to be through whastapp business app? Also informatión such as profile picture is not displayed, will that be fixed? How canAudit Log Export via API
Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specifyMove email between inboxes?
Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish thisAssistance with Code to send email on subform data
I am trying to trigger an action off the successful submission of a form that emails the details of the subform to a distinct email. This subform is setup as another form in the app and I can get the below code to work: for each subrow in input.New_Payment_SubformGetting error for invalid session on zoho mail
Hello, Today our office staff start having challenges with our email once logged in. I keep saying : Invalid session you will be logged out in 3 seconds. And it wont allow me to send any messages.Regarding Zoho flow trigger when zoho table record update
So I'm setting up automation to sync between Zoho CRM and Tables using zoho flow now I setup trigger when I update record in zoho tables and test it and in payload I got object of ids like key is id of each colum and that's fine but main problem is I'mTip of the week #38 - Manage your business's WhatsApp conversations alongside emails in one place.
Feeling overwhelmed by juggling between multiple apps for your business conversations? With WhatsApp channel, you can manage all your WhatsApp business conversations alongside emails and other channels directly from your shared inbox. No more jumpingHow do I migrate from zoho mail to Office 365?
The manual migration of Zoho Mail to Microsoft 365 typically requires using IMAP to move emails and configuring Microsoft Outlook to sync Zoho Mail. This approach can be error-prone, especially if there are multiple accounts or large email archives. Moreover,Assign task owner using Deluge
Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint whereAdmin console Access denied
What should I do? I am the administratore.How to Parse XML Data Returned by API?
I have several APIs integrated with my CRM and they work great. I am having some trouble though parsing data out of a large string/array in Funtions? I need to be able to pull the DeviceId and the WebSiteDeviceName from each PanelDevice. I would appreciateInventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumedZoho Team Inbox down for several hours
Error while processing the request! javax.mail.MessagingException: java.io.IOException: Problem communicating with the recipient serverNext Page