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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• Error when trying to categorize bank transactions

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• How to select alternate invoice email notification template

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• Mass Change Start Date in Recurring Invoice

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• Zoho Books Invoices Templates

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• Zoho Books Custom Views do not allow "Empty" and "Not Empty" to be evaluated in criteria

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• Zeptomail Support

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• How to export customer contacts from Zoho desk

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• How can I disable Zoho Business chat from spamming Chrome's console logs?

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• Delay Function

  Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,

• SalesIQ Channel Icons for Ease of Reference

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• How to configure Zoho for multiple email addresses, on multiple domains, so all mail is received in a single Zoho paid account

  I have four email domains and each of those domains has one or more email addresses. I want to point any received mail from all four of the domains, for all users, to a single mailbox, and if possible to only subscribe to that one mailbox. How would I

• can not receive or send email through POP

  Hello, I have not been able to receive or send email over POP from my zoho account since the Jan 29. New email is still visible through the web view, the POP shows ssl error code 5, it is wired that I have not made any changes with my POP settings, the

• we can assign ticket to offline users

  we can assign ticket to offline users

• Sort table using GROUP BY.

  Hello guys usually I sort a table with sort option and it works fine. But for my need I use GROUP BY feature and I try to sort my table by GROUP BY and inside the GROUP BY to sort on specific column. It seems that the option to sort TABLE is disable when

• Problem (again) with Answer bot card in Zobot

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• I cant recieve emails help

  my email address is support@rootify.in

• A decade together - Thank you for being a part of the journey with Zoho Social!

  A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What began as a small idea has grown to a powerful platform that helps businesses across the globe reach

• Duplicate entries / Erratic entries in Bookings. No resolution for months now. Ticket Numbers 111467277 and 110557136

  Hi, To whoever is actually listening at Zoho, I am beyond frustrated with the persistent issue in Zoho Bookings where calendar entries keep getting duplicated from the CRM and Google calendars. This problem has been going on for far too long, and despite

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• Generate a QR code from Form data

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• How do I check when a date field in Zoho Projects has been changed from a flow?

  I am trying to create events in a shared Outlook calendar based on a custom date field in Zoho Projects. And I have a trigger to create the event with the date from this field when the project is created. But if this date changes in Zoho Projects, I need

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• Can you increase/decrease the font-size of all messages?

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• Zoho Creator Get Records Integration Task

  Trying to use Zoho Creator's Get Records integration task to fetch records from a specified report in Zoho Creator: https://www.zoho.com/deluge/help/creator/get-records.html However, I continue to receive a code 2894 error saying that the report is not

• Where can I transalte Next/Prev button in Card mode?

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• Half Up Front... Half On Delivery

  I have a service business, in which I ask my customers for half of total payment up front, and then the second half once we've finished the project. Would be great if Zoho Invoice could automatically create two invoices, each for 50% of total. Currently,

• Possible to use REST API without a user to perform the interactive login?

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• How do I visibly display the Contact Unique ID on the Contact page?

  We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the Unique

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• How to add royalties in Zoho Books?

  Hello, I am a bit thick at the moment, but how do I add royalties I receive from, for example, Amazon? I do not invoice them obvs; they just pay (sometimes only pennies :-( ) How do I categorize them when trying to categorize the transactions? I really

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  I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processes

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