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

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• PO receive limitations

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• How to Set filter OR, AND?

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• Issues with Calendar .ics Files Attached in Customer Email Notifications

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• Which WhatsApp API works seamlessly with Zoho CRM?

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• Client Can't View Ticket

  Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed

• Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism

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• Issue Saving Workflow Rule – "Unable to Process Your Request" Error

  Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when

• Chat window do not auto scroll on Firefox for mobile.

  The chat window doesn't auto-scroll when typing, and the phone's keyboard covers what the visitor is typing until they manually scroll. This happens in Firefox for both Android and iOS, regardless of the device. It's not a good user experience as you

• [Training] Online Training on Zoho RPA

  Hello Everyone! Greetings from the Zoho RPA Training Team! We're thrilled to announce our upcoming Online Training on Zoho RPA—a dynamic and interactive three-day course designed to provide participants with a thorough understanding of Zoho RPA and how

• Feature Request – Auto-Save Draft for Interview Assessments

  Hello Zoho Recruit Team, I’d like to suggest a feature that would be incredibly helpful for recruiters conducting multiple interviews. Currently, when filling out an Interview Assessment, there is no option to auto-save progress as a draft. At times,

• Different timezone for users

  Is it possible for users to set a different timezone for themselves? We have staff in different locations.   Thanks!

• Reopen and Continue WhatsApp Chats within 24-Hour Window

  Dear Zoho SalesIQ Team, I'm writing to request a new feature that would enhance WhatsApp communication management within the 24-hour window: the ability to reopen and continue conversations with customers after a chat has been closed from our end. Current

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• Stock Count - Extracting Data

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• Several issues with formatting within the email campaign

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• Accessing Attachments in Zoho Recruit Extension for API Integration

  Hi, I am currently developing a Zoho Recruit extension to integrate with a third-party application. As part of this, I need to retrieve the attachment file from the current record and include it in an API request. However, I couldn’t find a relevant Zoho

• CRM - QR Codes and Bar Codes

  Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does

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• How to Send Weekly Scheduled Emails of a Custom View

  Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email

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• is it possible to adjust the date field to show Monday as a first day

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• Kiosk GetRecords can't compare formulas

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• Anyone Can help me converting Excel VBA to Zoho Macro?

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