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

• Schedule Flow on Last Day of Month

  Is there a way to schedule a flow to run on relative terms like last day of month, first Monday of month, 5th day of month, second Tuesday of month, etc?

• Support more fonts

  I am writting in Hebrew and I must have fonts that looks good in Hebrew, Such as Calibri or Arial . You don't support them and all current fonts looks very bad. Also a default of RTL (Right To Left) for the noes would be appreciated.

• Participe dos encontros exclusivos Zoho User Groups (ZUGs)

  Temos um convite especial para você! Participe dos Zoho User Groups (ZUGs), encontros presenciais que conectam usuários, especialistas e parceiros da Zoho. Esses eventos são a oportunidade perfeita para compartilhar melhores práticas e descobrir como

• Zoho Projects connector with Zoho CRM (Related List module) features

  Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,

• Task created from Email Alias

  When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias

• Meeting schedule proposal

  We are currently working on creating meeting invites for Outlook through Zoho Deluge. However, we have encountered an issue when a client sends a proposal for a new meeting schedule. In this case, we are only receiving the status of whether the client

• Is there any limit on creating stages in pipelines in Bigin

  Thankyou.

• Zoho Account's domain removal process

  As part of our domain clean-up process, we plan to remove domains that have not been renewed. Why this matters Zoho handles a large number of domains added by organizations daily. However, many organizations stop renewing domains they no longer need,

• Formatting in translated survey

  Hi, I'm putting together a bilingual survey that has some basic formatting (line breaks, italics, email links) in some of the "descriptive text" boxes as well as the survey conclusion page. Unfortunately, attempting to reproduce this formatting on the

• Matrix Grid Formatting

  Is it possible with a matrix grid question to lock the columns so when the respondent scrolls to a row that is farther down the screen, the column questions are still visible?  Similar to freezing rows in Excel? Also, is it possible to make the column of row choices or columns shorter?  I'd like to have them all viewable on one screen, so the respondent doesn't need to scroll right.

• Zoho CRM Workflow Function Not Receiving Field Data – All Values NULL

  Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flow

• Lead distribution in round robin model

  Hi, I would like to propose the lead distribution functionality to the sales team in a Round Robin model. The idea is to allow a sales team to receive their leads in order of entry for each salesperson. I understand that Bigin's automations are simpler than other platforms and I think they should continue to do so. But a simple adjustment can allow leads to be distributed to predefined users in a given profile. In this case the process would be: 1. Create a new user profile and associate salespeople

• Currency "question" in Zoho Survey

  Hello! It would be awesome if you could add a "currency textbox" to the question types in Zoho Survey. We are a company for energie management and we ask for a lot of amounts with decimal places in our surveys. We would appreciate this! Thanks and best wishes, Esther

• Is there a way to access (2) or more modules when creating a report?

  I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appears

• Marketer’s Space - Automating CRM Actions with Journeys - Part 1

  Marketing and sales go hand in hand, yet teams often struggle with inefficiencies in lead management. Leads may go cold due to delayed follow-ups, and valuable prospects might get lost in the shuffle. This is where integrating Zoho CRM with Zoho Marketing

• Export report to csv via deluge script

  Hi, is it possible to export a report into a CSV file from a deluge function? If so is there a limit to the number of records that can be exported? In my system I need to create a CSV file (actually I'd need an XLS file but I think XLS file has a narrower

• Folders for CRM Dashboards

  Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.

• Function-13: Add Invoice grand total in words with the click of a button

  Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used.  In the US, period (.) is used as decimal separator where as in Germany,

• VAT Payment South Africa

  Hi I am currently using a single VAT account to record all input and output VAT. I make bi-monthly payments on this account and cannot find the correct way to process them as to reduce my VAT liability.  Can you please advise on what the correct procedure would be as I have currently been using a manual journal which doesn't seem correct. Thank you

• support@zohobackstage.com emails being sent to wrong recipient

  At the moment, emails from support@zohobackstage.com regarding updates and changes being made to our event sites are being directed to an employee who no longer works at my company. I've gone around try to find how I can have these emails sent to my address,

• Public form

  Hi, I have been trying to develop a project feedback system using zoho creator. The feedback form should be public for that I have created a feedback form and published it so anyone with the link can submit an entry. The problem is im using lookup field

• Cliq Bots - Post message to a bot using the command line!

  If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

• Default Payment. Terms on Imported Invoices

  I am importing invoices using data from our production software. I do not import payment terms. I noticed that when the invoice is created, it does not use the default Payment Terms defined in the Customer record. It creates the invoice with "Due upon

• Hubspot to Zoho: You have exceeded the migration limit for your organization.

  hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked with

• Upcoming Webinar: A Fireside Chat about Advanced Approvals with Zoho Forms

  Hello form builders! Struggling with approval bottlenecks? Join us for an exclusive live webinar where we’ll walk you through Zoho Forms’ Advanced Approval workflows and how they can help you: Set up multi-level approvals with customized rules. Automatically

• Receiving "API request's body is either missing or incomplete." error

  Hi, I am attempting to call the Creator API V2 Delete Records function from a CRM function and receiving the error " {"code":3020,"message":"API request's body is either missing or incomplete."}". Below is a code snippet with some URL variables removed:

• 【Zoho CRM】問い合わせタブのアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から問い合わせタブのアップデートをご紹介します。 問い合わせタブ上で関連するメールをまとめて確認でき、さらに同じ画面から個別または一括でメール送信ができるようになりました。 ※「問い合わせ」タブとは問い合わせ管理に特化したタブです。 【目次】 問い合わせタブからのメール送信 メール関連リスト 一括送信 フィルター メールのレポート 【過去に送信したメールの確認方法】 問い合わせタブを選択したあと、任意の問い合わせをクリックすると以下キャプチャのような詳細画面に遷移します。赤枠で囲われている箇所で過去に送信した問い合わせを確認することができます。

• Complete walk-through of Zoho Bookings (video)

  Save time for both you and your customers. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Your customers can book a time convenient for them, and pay for services, through your website or the customizable webpage features available in Zoho Bookings. They'll also get emails reminding them about their appointments and any

• Backup and Restore option Finance Plus

  Is there option to backup the zoho books and import in another login,as we have purchased Finance plus package and planning to move to the Zoho books Premium package? Is it possible for this transition?

• Zoho Books Packages - List View - Customize Column - Can't choose custom fields?

  I need a handful of custom fields in Packages, but there is no way to show the values of custom fields in a List View report. You can create custom views and define criteria using the custom fields, but you can't view the fields themselves in the list

• Successfully Changed Customer's Ticket Status on Help Center Portal

  in the Zoho Desk Help Center Customization I entered the following CSS Code to change the color of each ticket so the customer can easily determine the status of the ticket: /* Change Made - Already Working */ .Badge__badge.change_made { background-color:

• Client Portal Login With Registered mobile Number and OTP

  This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.

• Name account

  Hey, how do I change this name in the Android app?

• Issue in adding leads in automation through manage list

  Hi Team, I've been trying to upload leads for the past two hours, but they are not getting updated, nor is there any failure message. Please look into this on an urgent basis.

• CRM Notes Roll Ups/Connections/Parent Records

  I can not find or figure out a clear answer to how Notes in CRM roll up/into other records. Notes on Tasks that are related to a Contact and/or Other Record (Deal, Account, Etc) are visible in the Task and the Contact and Other Record. Some Notes also

• Deluge function getRecordById is missing all Multiselect fields

  I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);

• Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.

  Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice

• Zoho Creator Tab Code

  hide College_Details; hide Employee_Details; hide Bank_Details; if(input.Radio == "Personal Information") { index = 1; show Employee_Details; hide College_Details; hide Bank_Details; } else if(input.Radio == "College Details") { index = 2; hide Employee_Details;

• Zoho Creator Tab Code

  hide College_Details; hide Employee_Details; hide Bank_Details; if(input.Radio == "Personal Information") { index = 1; show Employee_Details; hide College_Details; hide Bank_Details; } else if(input.Radio == "College Details") { index = 2; hide Employee_Details;

• New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

  Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

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