Date triggering Workflow rule

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• Hugh Marshall

  

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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

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• Consolidate Mandatory Email Folders into Subfolder?

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• Mass copy contents of one field to another

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• MX Records Problem

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• KPI comparer nombre affaires ouvert entre deux périodes

  Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai

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• Unearned Revenue

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• "CRM for Everyone" new user question

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• What's New - February 2025 | Zoho Backstage

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• So poor customer service from Zoho

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• Cash Basis VAT RETURN REPORT Required in Saudi Arabia

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• Impossible to categorize a vendor payment with an invoice getting the message: "The total amount does not match with that of the uncategorized transaction."

  This message does not make sense to me and I'm stuck with all my bank transactions. Anyone has faced the same issue?

• Update field with selected date, not execution date

  Hello, I would like to know how to set up a workflow or function to return a selected date from a module and update the respective canvas field with that date. I do not want the date to be the execution date as the selected date can be in the future or

• Email storage usage - how is it calculated

  Hello, I have gotten a notification that one of my users is approaching the max 5GB for her email account. Looking at the usage, the mail storage report shows her using 4.25GB. The folder view also shows a total usage of 4.25GB. However, looking at individual

• YouTube video on how to create an extension using Zoho Sigma

  Hello developers, As you might know, when users of the Zoho Finance apps need additional features or functionality beyond what is available in the apps, they go to Zoho Marketplace to see if their requirements can be met by installing any of the available

• Canvas button for related record.

  Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to choose

• Bigin iOS and macOS app update: Signals

  Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens your

• How to Apply retainers automatically to scheduled regular invoices when sent

  I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice to

• whatsapp notification is not triggered on workflow rules Zoho CRM

  I create a checkbox field like this this field is used to store boolean value if a lead needs to be sent a Whatsapp template or not. I create a deluge function to make it selected or not. if a lead is created by Whatsapp (Business Messaging) at 6:00 PM

• Team Inbox Email Insights

  Hey Did anyone of you found out if it's possible todo email insights tracking eg. (open, clicked etc) while sending emails trough Team Inbox which is connected to Zoho CRM?

• [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 Templates

• Expense and Income general ledger accounts not showing as options

  Expense and Income general ledger accounts not showing as options when I enter a check for payment or check of deposit. How can I enter checks and assign to the correct GL accounts?

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Getrecords in deluge can't get record which in approve process?

  Hi , I found getrecords method can not get records which in approve process? Is it true or it something else?

• Making Email More Secure: Understanding DKIM and SPF

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• Unable To Score Quizzes Created From Question Bank In Zoho Learn Courses

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• How would you improve this lead life cycle scheduled function?

  void schedule.IntegratedLeadProcessing() { // STEP 1: Retrieve Leads from CRM leads = zoho.crm.getRecords("Leads",1,200); if(leads == null || leads.size() == 0) { return; } // STEP 2: Process Timeline Engagement & Update Lead Status currentDate = zoho.currentdate.toDate();

• Email Sequencing

  Bigin desperately needs Email Sequencing. We have to buy other software to do this and bigin doesn't sync with many outside software. Email Sequencing means if someone doesn't reply/open/click an email, it can automatically send another (or a few) after

• Usuários do Zoho Recruit no Brasil

  Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?

• Add discount column to zoho books quotes

  I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column

• Zoho Client form visible before pressing book appointment in Zoho Booking

  Is there any way to have the Client form (name/phone) visible before pressing book appointment in Zoho Booking? I just want to be able to fill out the client info form before selecting a time to book an appointment thanks

• Request : Icons/Symbols/None for Events

  When creating events it's distracting that it uses the first character as an icon. It would be greate to be able to customise/brand this section as well : Example : the characters 3 and C in the coloured block looks inconsistant

• Calendly Maximum bookings per day

  This is a simple feature and I'm not sure why zoho bookings hasn't implemented it already. You set a maximum bookings per day (by consultant and/or by service). Calendly offers this in their free plan. This makes sure your schedule doesn't get 8 hours

• A consultant with different working hours for each workspace

  As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right

• Date format in the Account settings are not reflected in other applications

  The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone

• Multiple Bookings

  Are you able to add multiple booking functionality so that if a client is booking multiple services in a single appointment, they can do that and only pay once rather than book and pay for each service separately?

• Zoho Bookings NOT Reflecting Accurate Timezone Settings

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• Integración de Zoho Bookings en Shopify

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• Integrate zoom with zoho bookings please; or add optional times in zoho meetings

  Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.

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