Help Needed - Field Mapping Issue in Zoho Opportunities Module
Hello Zoho Community, I hope you're all doing well. I'm currently facing a field mapping issue in the Zoho Opportunities Module. Specifically, I'm having trouble mapping the following fields: - Client ID - Opportunity Original Owner Email - Operations
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Notification of New Owner If
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How do I filter records that have a value before a future date (i.e. today + 3 days)?
I would like to create a report on Friday that shows all of the opportunities that have a Close Date before the following Monday. For example, if today is Friday, September 29th, I would like the report to list out all opportunities that have a Close
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I understand you can set required fields within a template that need to be filled out. In my instance there is information that isn't known when creating a new case and its a nuisance to put random values so the case can be created and sent off to an
CRM Dashboard Widget - Permission
(Including attachment) Users are receiving a note on Dashboards that they do not have permission to "show this component." The security profile for these users has View, Create, Edit access to the Module. I'm assuming this could be related to a field
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