Date triggering Workflow rule

• Topic Participants

• Michel

• Hugh Marshall

  

• Sticky Posts

• 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

• Automate a CRM workflow with Zoho Cliq

  Imagine having a virtual assistant that provides rapid updates to your team through Zoho Cliq, helping you stay on top of your sales processes. After returning from a client meeting filled with updates and action items, managing this information together

• Mixed order: stock item and business purchase

  Hi, I'm just getting started with Inventory, and I haven't been able to find an answer to this. I am a small service business, and am just starting to sell products (in very low numbers). From my vendor, I purchase both items that I will on-sell, which

• Issue with COQL Query for Retrieving Notes via Zoho CRM API V7

  Hello, I am currently working on a COQL query to retrieve Notes associated with Deal records via the Zoho CRM API V7. However, I am not receiving any response. When I used the V6 API, I did receive a response. Below is the COQL query I am using to fetch

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Lookup field of related entities

  Hi everyone! Since every Deal can have multiple related Quotes, how can I add a field to Deals that allows the user to select one of those Quotes? The objective is to mark one of the Quotes as the "preferred" one. Thanks for your time!

• Let's Talk Recruit: Is your company profile verified? Here's why it matters!

  Welcome back to our Let's Talk Recruit series! In this discussion, we're diving into company profile verification—what it is, why it’s important, and how it affects your access to key features in Zoho Recruit. This is your space to ask questions, share

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(2/27)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します！！ ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

• Copy button for unattended installer broken.

  Come on guys this is a simple fix on your website. Why is this not been attended to? I keep getting pushed into support cues and the technicians don’t even address the question I’m asking. This is a great product do not let support technicians damage

• Zoho Sheet import error

  The error "Sorry! Couldn't import the spreadsheet. Please try again later." appears when trying to either of the attached spreadsheets, and I'm not sure what the reason is.

• Clear specific tag or tags from all leads

  I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear

• Can´t copy fields

  Hi Im trying to copy the information from a registry in a module to a new one in another module, the following code works, the thing is, it does'nt copy the rest of information in the new registry, i'm learning Deluge in an autonomy way so, i don't now

• Free Webinar Alert! Focal Point: Building a Financial Ecosystem with Zoho Workplace

  Hello, community! The financial year-end is here, and it’s time to take control of your finances like never before! We’re thrilled to host a webinar titled Focal Point: Building a Financial Ecosystem with Zoho Workplace to help you set up a seamless and

• Syncing Deal Tags with Contact Tags

  Hello, I'm new to Zoho CRM. We use the contacts section to store our quality leads / and past contacts. We obviously use the deals feature when working current deals. I'd like the deal tags and contact tags to automatically sync so the tags are the same

• Assign Templates to a Branch

  Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same

• HOW TO INTERGRATE ZOHO PEOPLE TIME AND ATTENDANCE TO ZKTECHO MB10

  Can anyone assist me with how i can go about the integration of Zoho people to a time and attendace device (ZKTecho MB10)

• Cash sales

  Is it possible to record daily cash sales via the app?

• How do I see ex employees in Zoho People

  I can't find anyway to see former employees after they've been marked as terminated.

• Is there a way for a custom function to trigger a custom made email alert?

  Hi Zoho Team, We have currently maxed out our 30 workflows in one of our department and we are trying to find ways to make it more efficient. We usually use our workflows to send automated email notifications per team leader for approval of tickets. Is

• Restore deleted spreadsheet

  Hi all, I can not find my spreadsheet. It seems that my spreadsheet is deleted. Please, restore the spreadsheet. Thanks in advance

• Better Control over Team Ordering and Display

  Two feature requests for Zoho Desk team drop downs: The ability to change the order of teams, currently it's not in alphabetical order, which is confusing. I'm thinking a manual ordering via number or drag and drop, alphabetical order, and creation order

• Multi User Lookup field on the Zoho CRM iOS app.

  Hello all!   Hope you are all safe and sound.   We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update:   * Multi User Lookup field can be added through the

• SSO/SAML

  Question - how are you guys handling SSO for Desk?  It seems the only options lead back to ADFS which is a dying technology, stupidly complicated to set up and configure (I mean, you can put that on your resume) and seems like overkill for SSO when AAD does it so much better and effortlessly.  We want to have our clients have SSO to log into our support portal and we want our Agents to have SSO as well. I shouldn't have to expose our server, turn on ADFS, configure it, install multiple clients (Sync

• Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging

  Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through

• ZOHO DESK

  I use Outlook Exchange to receive emails and want to forward them to Zoho Desk for better management. Additionally, I want to reply to emails in Zoho Desk and have them sent to customers via Outlook Exchange, but I don’t know how to configure it.

• An error occurred while uploading the attachment.

  From the image below, attaching files is not possible via the website but is supported through the Mobile App.

• One time offer in Zoho Campaigns

  Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.

• Multiple self client instances

  there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightly

• Zoho Desk - Delete an email conversation

  When using Zoho support desk I see an option to delete and edit conversations that are comments, BUT if the conversation was automatically added as a conversation from an email, then the option to delete it seems not to be available. Is there a way to

• Emoji support in workdrive

  Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.

• What is a 'user' in Zoho Surveys, and can I have multiple Offline Kiosks running?

  Is a 'user' the amount of people that can make and edit surveys on the website? I basically just want to know if I am able to have multiple Offline Kiosks running on multiple devices at the same time. Either on the Basic or Plus plan which both have 1

• Fundation / Non profit : Could you help ?

  Hi, We're about to handle a Medical research fundation, non profitable structure, what kind of prices could we hope from you ? Could you help us ? We would need Survey, automated campaign and ZIA Thanks in advance

• Editing Responses Afterwards

  Is it possible to revisit a survey where no personal data, such as an email address, is collected and modify the previously submitted answers? My actual goal is that if a certain score is not reached, the respondent receives a message and remains on the

• Showing JIRA fields in Zoho

  Hi Zoho Support, We're currently working on an integration between Zoho Desk and our JIRA projects. What we want to do is to show certain JIRA Custom Fields in Zoho when creating a JIRA issue from within a Zoho ticket. In this thread I found a comment

• Stronger Background Blur Option for Zoho Cliq Meetings

  Hi Zoho Cliq Team, I hope you're doing well. We would like to request an enhancement to the background blur feature in Zoho Cliq Meetings. Currently, the available blur background option is very mild and does not provide sufficient blurring, especially

• Dynamically calculate the difference between two dates with a DATEDIF function in Zoho Office Integrator

  Hi users, We're pleased to introduce a new formula in Zoho Office Integrator's document editor: DATEDIF. This formula allows you to calculate the difference between two dates in days, months, and years—and eliminate errors due to manual calculations.

• Dynamic Dropdown on Search Page

  I'm trying to create a search form that allows users to search based on fields from the main form. I've tried using deluge to get the values and that didn't work. Now I've used a lookup field but it is populating multiple entries in the dropdown with

• Primary Address Identifier in Zoho Finance Suite (Inventory, Books, Billing, etc)

  I'm trying to run a report in Analytics based on Vendor address but I've found that it's possible for Vendors to have more than 1 address. I assume this is the same for Customers. The purpose of the report is for EU Interstat reporting. (Intrastat is

• Deluge Converting issue in File Upload of Excel Format to Xlsx in Subfrom

  Scenario: In the Lead module, there is a File Upload field and a Subform. When an Excel file in CSV format is uploaded to the File Upload field, a Deluge script runs to read the document and transfer the data to the Subform using a client script on the

• Not able to filter anymore

  Hi, We're not able to filter anymore. Does anyone else also have this problem?

• Task Effort Estimates

  Where in zoho project tasks/task list can I define the estimated effort in terms of hours?

• Next Page