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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• Duplicate Column Data with Individual Filters

  Is it possible to create a report using the Zoho Desk Connector which would look something like this: | Account Name | Ticket Count (filtered by department 1) | Ticket Count (filtered by department 2) | For Example: Where Dept. 1 = Support Tickets, and

• External E-Mail to approve Form

  I am currently setting up a form to apply for a member discount. To do this, the entry must be confirmed by the external partner of which the person completing the form is a member. Is it possible to enter an external email address as approval or is this

• Job Opening Fields - Rich Text

  I migrated to the new version (4?) of ZoHo Recruit.  I am trying to add a new field to my Job Openings layout and I want it to be a rich text field (just like the field I am typing in right now) so I can format the text, instead of just entering plain text.  I know the rich text field exists because one of my existing fields (Job Description) migrated over as a rich text field.  But I don't see rich text as a choice in the field type menu.  Or, I would like to change the field type on an existing

• Access of Activities Module in CRM to Client Portal?

  I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track the

• Is there a quick way to copy the contact details for a Zoho CRM contact?

  This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'business

• ZOHO Expense API Documentation - Can't see anything about Purchase Requests

  Hello, I am reading the API Documentation for Zoho Expense but can't see anything about Purchase Requests - This is one of the modules we use the most. Has anyone had any luck getting Purchase Requests data from Zoho Expense via API? Thanks,

• KPI Widget - last month sales vs same period last year

  I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing

• Restrict Past Date in Zoho CRM Module

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• Pushing GCLID info from Gravity Forms to ZohoCRM

  We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

• Add tasklist from a template to Zoho Project using Deluge

  I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.

• Zoho Flow custom functions "Error occurred while processing this request. Contact support for more details"

  Any ideas why this is happening? Zoho Flow custom function...

• I need to add difference for Average Row at the end

  (Confidential data hidden here) Guys, hello! I have this graph, it calculates the averages of Retention and then shows the delta (2024 - 2023). In the 3rd column with delta Churn %, I want to show the difference between averages too, which would be (16.99

• No encuentro la opción para crear una orden de compra

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• Post on behalf of employees as well as business socials

  Is there a way to give our sales team access to social to add their own LinkedIn accounts, so that when we schedule business posts, we can also post on behalf of them at the same time so they don't have to repost etc.

• Alignment of Company Information Page Structure in Zoho One and Zoho Desk

  Hello Zoho One Support, We appreciate the continuous improvements across Zoho products. Recently, Zoho Desk restructured the Company Information page into three distinct sections: Company Profile – Includes Company Name, Logo, Alias, Description, Website,

• Trying to setup a record to automatically create on a weekly basis

  Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems

• Sheet Access

  How do you set a spreadsheet to only allow certain people to access certain sheets? Like if I wanted to have someone view one sheet that pertains only to them, they can't see the other sheets on the spreadsheet while allowing someone else to view theirs but not others.

• Automate posting to job site boards via Deluge/ or Schedule

  Hi Zoho Recruit Community, I'm working on automating a recurring job posting for a long-standing labor hire role that we update monthly. Right now, I can automate the creation of the job opening using scheduled tasks and Deluge scripts. However, the challenge

• How To Sync 'Deals' data To The Related Contact In The 'Contacts' Module

  Hi there! I'm looking to be able to sync Deals and Contacts. Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's name and email. Is there any way to have that Deal synced to the matching contact in the Contacts module? Presumably matching by email address. I'm familiar with Workflows, however it doesn't seem that Workflows work across different modules. We're looking to be able to run reports based on what the customer bought, but can't

• Zoho CRM Appointments and Services

  The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing others

• How to upload image from Creator field to CRM File Upload Field or Module Notes section

  Hello,  How can I upload an image from Creator Image Upload Field to CRM Module Image field (or Notes section).  The file upload field type would also work. I just cannot seem to find a way to upload the images from one application to another. Case: Field record requires images as part of the report. I would like the image from the field record form in Creator to be uploaded in the CRM as well as.  All of the other fields from the Creator Field Record Report work perfectly. Thank you very much for

• Write-Off multiple invoices and tax calculation

  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

• Unable to pay bill from Prepaid Expense account

  Our transport vendor requires us to use their prepaid system.  We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed.  These bills must obviously be settled by from our prepaid account.  I am unable to record

• Unable to import data into zoho analytics using the post man APIs of udemy for business

  Hi Can some one help me with the following Unable to import data into zoho analytics using the post man APIs of udemy for business through API beta feature, I have created the sample report in zoho analytics through the table structure but i am unable

• errorCode":8504. What is wrong with my CONFIG?

  I can't determine what is wrong with my config. It worked properly until I added an additional field, but the additional field is just a number and shouldn't effect the config. I am attempting to do a bulk update add to an existing table based on this

• Analytics report issue

  Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.

• COST CENTER

  Hello, Is it possible to add cost centers.

• High cpu load on client side by process sessionaudit.exe

  Hi, as stated above. This happens every time with different clients. Now, the first thing I have to do after making the connection is to go to taskmanager on client computer and kill the process 'sessionaudit.exe' If I don't their cpu is very high and

• Urgent - issue with VAT registration

  Im trying to enable VAT but it wont let me add my company VAT details. I'm getting this. Please disable Adjustments and Entity level discount before registering for VAT How do i do this as i cannot find answer. It would be nice if there was a help icon

• No Updation of manual journals in case of Accrual basis of Accounting

  Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis

• Excise Tax for Oman

  We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).

• NEW TO ZOHO

  I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i will

• Member Portal with Subscriptions

  We are a subscription box business using Zoho One.  How do our members login to make changes to their subscriptions, contact details, etc.  Is there a portal?  If not, what should we do to create one?  Also, we must be able to customize the portal with tabs and custom fields.  Finally, we need form and survey information to show up in the portal with some items editable and others read only.  I really need this information soon.  Thank you! Paige

• GROUPING OF CUSTOMER

  SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS

• Convert Sales order to Delivery Challan

  Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order

• Why does a field dependency auto choose the 1st field in picklist when set as mandatory?

  I have a pick list in the cases module called "Warehouse" with 2 options DC 1 or DC2. I also have a field dependency for Case reason = Mispick which will make the picklist a required field however the picklist auto defaults to DC1 (Even though the default

• Cost Center accounting

  Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If

• [How-to with Example] Getting field value/data in Client Script from lookup field record

  Imagine you have a field you would like to prefill a field based on a value from another record in another module. In this case, we are looking into a scenario where an Asset (custom module) module is being created from a Deal module. Meaning, there is

• Shopify to Zoho Books Integration

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• Using functions in Zoho CRM Circuits, howto and solution

  So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits are not that easy as it looks. One of the problems that we had to overcome was

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