Date triggering Workflow rule

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• 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

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• Kaizen #99 - Render Widgets Using Client Script

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• Zoho Creator not loading

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• submit/upload form as csv

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• Display Record Image on Custom page in html widgets - Environment issue

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• Zoho Deluge Online Training - 2025

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• Exporting uploaded files in bulk on Zoho Survey?

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• Quantity available in Item adjustment with batch tracking

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• How to convert Item to composite Item

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• Is the a warning for when a customer is outside of payment terms?

  Hi there Anyone know if this is available? I know there's a warning when over the credit limit, but is there similar warning for when a customer is overdue based on time? (for example, it was due end of last month) Thanks!

• Migrated to Locations : Experiencing problems with serialized inventory - anybody else?

  Hi, Just thought I'd reach out here to see if there are other users with difficulty since migrating to Locations (from using multi warehouse). most of our errors seem to involve our serialized inventory: - cannot add items to package from sales order

• Inventory Valuation Method Feature

  Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

• Do I need both CRM and Campaigns? And best practices.

  Hi Everyone. I have done a bit of research and feel good Zoho. I'm especially interested in the possibility of campaigns and CRM integration but I have some questions. QUESTIONS Do I need to work with both CRM and Campaigns? Are they redundant? Or do I need both for different tasks? I want to import my existing MailChimp email subscriber lists (with various custom fields) but I'm not sure if I do that into Zoho Contacts or Campaigns or CRM? What are best practices?  In further detail, I have various

• Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow

  Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added

• Add Undo Option to Knowledge Base Editor

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• How to change the colors on Help Center Elegant

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• did you stopped Repeat Posts from my standard plan? if yes I will end my subscription immediately

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• how to stop auto responders to Instagram messages?

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• in contact and company the option all emails not showing the emails

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• How to update a custom field in zoho inventory?

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• Please add support for a "return" statement that can be used in the middle of a function

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• Zoho CRM's new Homepage component: See all your activities in one powerful view!

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• Kaizen #178 - Filters & Criteria in Zoho CRM APIs

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• Export List of Dates Only from Projects

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