Date triggering Workflow rule

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• 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

• Bigin iOS and macOS app update - Email Filter enhancement

  In the most recent iOS (v1.11.1) and macOS (v1.8.1) versions of the Bigin app, we have introduced additional email filters. We have now brought in support for 'All Emails' and 'Added from Widgets' filter categories. All Emails: This filter displays emails

• Canvas Blueprint - Refresh/Reload Section

  I have a blueprint on a Detail canvas in CRM. When one of the blueprint buttons is pressed, the blueprint actions take place as normal but the actual blueprint options on the canvas dont change until the screen is refreshed. This doesn't happen when in

• I get an [ERROR CODE :550 - Verification failed] but only on 1 address...

  When trying to send an email to a friend, I get an ERROR CODE :550 - Verification failed but only on this one address. - Sending him an email with my private gmail address is successful. - Sending myself an email with my SOHO address is successful. -

• Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS

  I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs.  I just

• LastFourDigits Placeholder is Broken on Dunning Emails since Feb 24th

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• Set Parallel Transition to Common Transition

  Hello Zoho Team, I wanted to set a parallel transition to a common transition, but was not able to: We want to create a parallel transition, where we store all the tasks that need to be done considered as "paperwork". This paperwork can be done in multiple

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Introducing advanced statistics for TikTok and other Social enhancements

  Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better

• طلب دمج واجهة برمجة التطبيقات بين تطبيق القسيمة وبرنامج المحاسبة

  :أعمل حاليًا على تطبيق قسيمة العملاء وأود دمجه مع برنامج المحاسبة الخاص بك لتحقيق ما يلي بعد إكمال أي معاملة بيع من خلال برنامج المحاسبة الخاص بك، أود أن يرسل النظام بيانات العميل والطلب إلى تطبيق القسيمة الخاص بي عبر واجهة برمجة التطبيقات. تتضمن البيانات

• Way to organize note?

  Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoad

• Dashboard customization

  HI, I have been working on a project feedback managment system. In that the manager dashboard should only list his projects, where as in admin dashboard it should list all the projects can we display the dashboard contents based on the logedin user ?

• New enhancements: Changing portal users' email addresses and new customization options for templates

  Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

• Create Chioces from Subform Entries

  I'm sure this has been asked and answered, but I'm not a developer. I get lost trying to follow the custom scripts that have been posted. I have a main setup form. I have a sub-form where a manager can setup different job-types. The manager can give the

• Insert fields into Record Summary from Subform

  Hi, I'm trying to insert the rows of data from a subform into a record summary template. Right now it puts all the entries together separated by a comma like below (Burton, Salomon). I'd like to see all the fields for row one grouped together, then all the fields for row 2, etc. Thanks! How it is: I'd like it to look more like this: Jack McBlack - PO  Please create SKU(s) for the following product(s). Thanks! Burton                         Slipper liners             1234                           

• Associate subforms and save templates as draft in Email and Inventory templates

  Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual

• Books generiert keine valide XRechnung/ZUGFeRD

  Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

• Have the possibility to import or export codeless Zoho bots.

  It would be cool if zobots could be exported and imported.

• Published Job Boards

  How can you add Job Boards to publish to?

• Shared Inbox Help

  Hello All, When we secure a deal we end up managing a lot of our projects through a shared company email inbox. We have a lot of emails so need to share them in case one of the team is off/busy, they all need picked up and actioned the same day. It is

• Save and Return Via Zoho Forms

  Zoho Forms allows to send 1 email for the save and return option. How do I send at least 3 email blasts to the applicant to return and complete their form?

• Including Charts in Zoho Form Email Notifications

  I have a form setup that has values assigned to each question. I have formulas setup to "score" those responses, and I would like to include some charts in my email notification to the submitter. I see two ways of potentially making this happen: Passing

• View As <Profile Name> for development

  It would be great if we could have the ability to view a CRM as a particular profile other than the one that's assigned to the user account. Unless this feature already exists, we could quickly switch between profiles to validate field and module permissions,

• Kaizen #180: Automating Data Transfer from Zoho Sheets to Zoho CRM Subforms

  Hello everyone! Welcome back to another exciting Kaizen post! This time, we will discuss the solution for a use case—leveraging Client Scripts and Functions to get the job done efficiently by integrating with Zoho Sheets. In this kaizen post, Handling

• Ideas with Job Opening Synchronization and Automation Data Transfer

  Job Opening Synchronization with Indeed We are facing challenges with updating job openings on Indeed when the details are modified in Zoho Recruit. Specifically: Date Update Issue: When we update a job position’s “Date Opened” in Zoho Recruit, the change

• ticketsCountByFieldValues

  Hi Zoho Team, Just to check how can I include customfields to the url string. currently I'm using this. url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?accountId=xxxxxxxxxxx&departmentId=xxxxxxxxxxxxxx&field=statusType,status" If I add customFields

• Mrs

  I have paid for a year subscription. I cannot set up my account I need help

• Watermarking with Zoho PDF Editor

  Please confirm if Zoho PDF Editor can apply a watermark automatically to all pages in the document, e.g. "Draft", or the name of the purchaser of the document in the footer of all pages?

• Email Body as Ticket Description

  Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would like

• Ticket/email attachment automation

  Is it possible for a ticket to grab any attachments included in the email chain(s) and add them as ticket attachments?  Or at least is there a better work-around than saving attachments to a workstation and then uploading them to the ticket? What is the best workflow others have found to include files sent to and from clients in tickets?

• custom candidate status

  how can I customize the candidate statuses (referenced to job opening). The default list can not be edited.

• How to... Automatically update a field in "Contacts" that i change or add in "Accounts"

  Hi There HELP ;_) I have a field in ACCOUNTS called REPS that has drop down options (Global Drop down List) I want to Update a field in CONTACT called REPS (Global Drop down List) automatically for all contacts associated to the Company in Accounts I

• Is there a way to select all notes in a notebook at once?

  I am trying to move notes into other notebooks but I can only select individually at the moment ( holding control allows adding to selection but it's tedious when there are a lot of notes and if I mis-click I have to start again.

• Notebook freezes mobile

  Hi I'm very happy to have found an alternative to Evernote! But when using Notebook on my Android mobile, it freezes. Typing gets very slow. I need to exit the app, and when I do so, my screen becomes black and need some time to give access to the phone

• Setting Duration for Tasks

  Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.

• Zoho Learn Add members to a course API issues

  Hello, Been having an issue with the add members to a course API for quite some time now. uids = list(); uids.add(ZUID); paramMap = {"userIds":{"" + uids + ""}}; addmember = invokeurl [ url :"https://learn.zoho.eu/learn/api/v1/portal/" + portal + "/course/"

• Version Update in Writer Desktop Apps?

  Are there plans to add the ability to check for updates within the Writer desktop apps? There seems to be no simple way of knowing if newer version are available for download.

• Using Direct Assignment Automation for Keywords in Tickets

  Hello, I'm trying to use the Direct Assignment automation to move a ticket from one department to a different one based on a keyword found in the tickets subject OR description. SAMPLE:  Ticket Create (Checked) Ticket coming to - Dept A Criteria - Subject contains keyword OR Description contains keyword Move Ticket to - Dept B Assign Ticket To - Unassigned I saved and tested this by sending emails to Dept A using the keywords, but it keeps sending it straight to Dept A. Am I doing something wrong

• API issue: list invoices endpoint no longer returns custom fields

  Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,

• Add the new Home Widgets and Social channels to the signature landig page chat?

  the landig page chat window does not show the new features of home widgets and social channels How can we add them to it?

• Custom Page title

  Hi how can we set a custom page title? like<title> in html Now it displays my username as the page title for dashboards and all other forms. It should be good if the user visits the dashboard page then the title is Dashboard.

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