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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  Hello, I am completely new to Zoho and the Deluge programming language. I would like to build an easy way to lookup a set of previous orders from my order tracking sheet. What I have done so far is import my Excel order list into Zoho so it shows all

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• Can't sign in to Zoho using Google account

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• Zoho SMTP IP Addresses

  We are using Zoho Mail for a domain and need to whitelist some STMP IP from your service for a redirection. You can provide IP address list for Zohomail SMTP servers?

• Emails being duplicated in sent items folder

  Since this morning, emails I send are appearing in my sent items twice (it wasn't happening before this morning) This appears to be a bug with zoho mail ... I can't see any other reason why they would appear twice.

• Restrict SalesIQ Account Notifications to Admins

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• Same name but different email addresses

  Hello, I'm having a problem with managing the names of users in my organization, one of the examples in the attached screenshot shows that when i changed an email for one of the users the old email stayed but shows the correct name on top of that it also

• Error opening email

  I just tried Zoho Mail for the first time and finished setting up my account. However, after the setup, incoming emails show an error message in the email body. Could you please help me? Thank you.

• Setting up DKIM in AWS Route53

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• Recreating Zoho Account with Existing Domain

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• "Unable to scan for viruses.

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• Getting an error when trying to connect zoho mail to Make

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• WIP reporting tricks?

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• Urgent: Zoho Mail Not Sending or Receiving Emails

  Hi Team, I am experiencing an issue with my Zoho Mail account—it is neither sending nor receiving emails. Please investigate and resolve this as soon as possible. Let me know if you need any further details. Thank you!

• Zoho ToDo and MS Outlook

  Hi, Is there a way to create a Zoho Todo task from Outlook app or web. eg. Reading email in Outlook and need to create a task to reply on a scheduled date. Regards

• Payroll Chart of Accounts Config for Dummies

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• Create Ticket ignores a list of "secondaryContacts"

  Hi, we're trying to create a ticket, with a contact to be a CC. According to the documentation, it should be a list of IDs in "secondaryContacts". But when the ticket is created, it returns an empty array. Has someone tried it? Thanks for any hint. BTW

• EDIT MAIL DOMAIN

  HOW DO I EDIT MY MAIL DOMAIN

• On-prem version of Zoho Desk

  Is there an on-prem version of Zoho Desk available for enterprise customers if we have additional aspects of security that aren't covered with current legal and data security terms?

• Workers unable to submit time logs

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• Error 550 - receiving email

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• solicitud cambio de dominio

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• Receipt for Transaction ID2005635324115

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• Not able to send or receive emails

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• Need Assistance with New Account and DNS Update

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• Zoho Desk app update - Reply via email option for IM tickets

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• Upload and embed a video into an article?

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