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

• ZDC Hackathon 2024 Category-wise Winners – Extensions

  Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Extensions – Product Category award for their outstanding innovations! Team 1: Puneet Chandhok, Parv Kumra and Akriti

• ZDC Hackathon 2024 Category-wise Winners – Zoho SalesIQ Zobot

  Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho SalesIQ Zobot – Product Category award for their outstanding innovations! Team 1: Naveenkumar M, Tulasidhasan

• Announcing the Zohotshots of the ZDC Hackathon 2024

  Hey everyone! After 46 days of innovation, collaboration, and intense competition, the first-ever Zoho Developer Community (ZDC) Hackathon has officially concluded! 🎉 With 1079 participants, 797 teams, and representation from 45 countries across 6 continents,

• Retrieve separate records from multiselect lookup field

  Hi, I know there are many post on this one, but I just don't get it. I have a multiselect look-up field named Delivery containing 3 different informations like this : Montreal - Tuesday - 3 to 4 pm I need to do an IF script based on the first item in

• Deluge script that creates a popup with a dropdown list of choices

  Hi, In an order form, when a portal user choose a delivery day, another field is automatically filled with a delivery location, and that field is not linked with a lookup. I have now one day of the week that has 2 delivery locations. I do not want to

• Lookup Field Values In BulkRead

  I am pulling cases from the Zoho Case module using the BulkRead API. However, I am receiving IDs (random numbers) as field values. I later discovered that if I include column_name.Name in the returned fields, I get the actual value. However, this approach

• CRM portal users can now log in using their mobile phone numbers

  Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement

• Menu Bar

  Hi, Please guide how to change menu bar from vertical to horizontal

• Insert information on another form of a Zoho loginuser

  Hello, I have 2 forms that are linked, a customer form, and then a subscription form in which there will be a subscription number that I would like to transfer back in a field of the first form called "current subscription number", How do I write the

• Kaizen #78 : How to disable clone record?

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals

• Mass-Delete-Action over API doesn't work because of scope

  Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticate by https://accounts.zoho.com/oauth/v2/token with Postman and going by the

• Can you be a Learner as well as a Contributor

  If you are the Author or a Contributor, can you also be assigned as a Learner? This is particularly relevant if you need to certify that you have taken the quiz and done the learning yourself!

• Edit button near "x" (delete icon) for lookup fields

  Hello, What do you think about possibility to edit record, selected in lookup fields by clicking "edi"t (pen icon) located near "x" icon? You can choose in which View user will edit record You can show or hide icon programmaticaly Look here: https://drive.google.com/file/d/0ByIK2qthuUqwRWktenZFQ2czT1k/edit?usp=sharing

• Add Serial Number Zoho CRM Subform

  Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful. Moderation Update (10th June 2025): I'm locking this

• Access Sales Order line Items in Deluge

  Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn

• Protégez et valorisez votre contenu avec un filigrane personnalisé

  Un filigrane est un élément visuel, tel qu'une image, un texte ou un motif distinctif, intégré dans un document numérique ou physique. Généralement semi-transparent, il se superpose au contenu original afin de préserver sa lisibilité tout en restant reconnaissable.

• Zoho Recruit in 2025

  Hi Zoho team, Is it possible to disclose what is on the roadmap for Recruit in 2025? In comparsion to other ATS options available, Recruit is falling behind. Within the community there are endless request and suggestions from users on feature which would

• Leave Balance

  Hi, I am new to Zoho People and currently trying to set up annual leave for all our staff. I configured the leave policy but when a request is made and approved, the leave balance doesn't reduce. Any ideas as to why this may be? Cameron

• Pivot Chart - Zoho Creator

  In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields

• Multiple workflows based on stage?

  I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.

• Zoho Verification code not received

  I am a new customer trying to set up Zoho mail. I'm stuck at the phone verification stage. I have entered my mobile number but the verification code is not being delivered to my mobile. I can also confirm that I'm receiving text messages from others telephone numbers as normal. Kindly assist me as I have been at this since yesterday. 

• Adding external users to Zoho lean course

  Hi I'm looking to send a course link to an extrenle user that is not part of the users I'm paying for zoho one,is that possible to get done? Cheers

• Client Portal is now available in Zoho Books

  Hello Zoho Books users, We are excited to let you know the Client Portal feature available in the new version of Zoho Books.  Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it.  You can get notifications of the activities in the portal.  Click here to know more. How can I enable the portal? 1. Switch to new interface.   2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal name

• Sharing an entire Zoho Learn space externally

  Dear Zoho Community, I am enquiring about the possibility of externally sharing an entire space via a weblink. Our objective is to utilise one of our spaces as a client-facing knowledge repository. We would like to offer clients access to this space through

• Accounting on the Go Series-40: Simplify Payments with M-PESA Gateway Integration in Zoho Books Mobile App in Kenya Edition

  Hello everyone! As you all know, Zoho Books lets you handle your payment processes by receiving online payments for your invoices. Today, we're excited to introduce a feature that will help Kenyan business owners streamline their payment processes: M-PESA

• how do I manage Petty Cash

  Hi I have a problem ?  1. Question ; I am the owner of the company, I withdraw money from bank for my own use and latter-on if required I pay some bills in cash. how do i mange this transaction in zoho books. 2. Question Some time I withdraw cash from bank  for my own use. But If there short of fund in the bank I deposit the cash back in bank. How do I manage this transaction in zoho  

• Issues with completing calls using ZohoCRM and RingCentral

  My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,

• Rounding off rate in quote

  Hi team, Please help me to rounding of rate amount in quote

• GST composition scheme dealer - treatment for client expenses reimbursement

  Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,

• zoho book API - Price list (create / update /delete) - Is there any documentation?

  Hi there, Is there any documentation on how to create a price list on zoho book via API? There's nothing on the API guide. Thanks in advance Claire

• how to get Access Token & refersh Token

  https://accounts.zoho.com/oauth/v2/token?code=&client_id=1000.DP4CU4M4AT0BJBX7KT5YUMIO1PNQTE&client_secret=ca66e715e9c387711166997b44fc45924b960385fa&redirect_uri=myurl&grant_type=authorization_code this error: {"error":"invalid_client}

• zoho feedback

  I hope you are doing well. I wanted to take a moment to express my appreciation for the Zoho ecosystem and how it has positively impacted my business. Since I started using Zoho Books in 2019, I have found it incredibly efficient in managing my operations.

• Remove Special Characters "\" using Zoho Deluge

  Who needs this? I don't know! I did, and I sure did not find any helpful information out there, not with this keyword though. So, if you find this article because you searched the same thing as I do, then hey, you're in luck! And do note that I am not

• CardDAV Editing Support

  I added my contacts to my Mac via CardDAV (because of lack of Exchange support). I can see my contacts show up right away in the Contacts app. I cannot edit any of the contacts details. When I click edit on the contact, it goes into edit mode, but any of the phone numbers or email addresses that are on the Contact in Zoho are just plain text and not an editable field. Anything I add does not sync back to Zoho. Is Zoho CardDAV view only?

• Automatically add a retainer to every estimate

  Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

• New in WorkDrive: WorkDrive Genie, a quick-editing app for desktop (Beta)

  The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe Premiere

• Company Letter Head in Mail

  how to create a company letter head template in zoho mail?

• Suddenly Can't Send Outgoing Mail (SMTP)

  Suddenly I can't send mail anymore from my phone mail app. I have Zoho OneAuth MFA set up and an app specific password set up. It has been working correctly for a while. Has something changed with your servers or setup for SMTP? No settings have changed

• discount on total amount

  i want to add discount on total value of my purchase order instead of applying line by line.my customer will not accept the discount on line by line.

• payment voucher, receipt printing feature

  Why dont ZOHO add the voucher printing feature in zoho book with authorised signatory and receiver's signature

• Next Page