Date triggering Workflow rule

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• 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

• 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

• CRM 'Connection' to Desk - "Use Credentials of logged in user"

  From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'Connections'. As there is no specific Desk connector, I can create a 'Zoho oAuth'

• [Free Webinar] Enhancing your dashboards with JavaScript widgets in Zoho Creator - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Quickbooks Online Customer Creation Code

  Hi! I'm looking for code that will automatically create a quickbooks customer account when clicking on a button located directly within Zoho CRM - Contacts Module. Here's what I have and I can't seem to figure it out. xxxxx is our company id which we

• Zoho carbon footprint

  Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho for

• Configuration de la signature de messagerie dans zoho crm

  bonjour, j'essaie d'ajouter une image de signature mais en cliquant sur l'icone image, rien ne se passe. merci de m'aider :)

• How to record Staff payment and receipts

  I'm a bit new with zoho so I have few questions its great if anyone here can help I work for a logistic company, every 1-2 months we transfer a lump sum $A to drivers so that they can pay for fuels or they can buy some tools. So my questions are - What

• Chat function not working properly

  Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

• How to make a ScreenPop with Customer Information

  Hi, I need open a customer sheet when I receive a call on my pbx. I have a client on my PC that are able to open a web page with a specific url. How can I leave open the Zoho CRM application and search for a customer? Thank you in advance, Mauro

• Create Package From A Picklist

  Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we

• Enable Organization-Wide reCAPTCHA Settings in Zoho Forms

  Hello Zoho Forms Team, We appreciate the existing security options for Zoho Forms, including Google reCAPTCHA v2 (checkbox) and reCAPTCHA v2 (Invisible). However, we have a major usability concern: Current Limitation: Right now, CAPTCHA is a form-specific

• Store Google reCAPTCHA Site Keys & Secrets in Zoho Forms

  Hello Zoho Forms Team, We appreciate the support for Google reCAPTCHA v2 (checkbox) and reCAPTCHA v2 (Invisible) in Zoho Forms. However, we have a significant usability concern regarding the current implementation. Current Limitation: Every time we want

• Ho to restrict access to row level to Zoho Analytics users

  Let me explain the scenario we are trying to achieve. We have an online system our team members work with. On it we have 6 users that manage data from different areas (North, South, East and West). We would like to transfer this information to a Zoho

• CPQ - Price Rules applying to a prodcuts group

  Hi Zoho Team, In Product configurator is possible to make a rule where you can select "Any product" and set an "aditional condition", thanks to this we can apply a rule to group of products. In case of Price Rules, when I make a Rule for Any product is

• Zoho Creator Upcoming Updates - December 2024

  Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

• Importing Attendees- Excel

  I would like the ability to import attendees using an excel file. Sometimes groups, such as schools have to sign up attendees through there system and then send my organization an excel spreadsheet. Right now there doesn't seem to be a way to import those attendees. If Backstage can export to an excel file it seems like a no-brainer that one would be able to populate that template and import attendees into Backstage.

• How to add new row in a custom SubForm using Deluge Code in Deal Module

  Hi, Can someone help me with Deluge code to add a new row with data in a custom Subform in a Deal Module. Thanks, Shatakshi Misra

• CASE Module - email function

  HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details

• How to add row numbers to Subform?

  How do I add auto row number rows of a subform in CRM?

• How to change contact record owner to its creator?

  When I convert a lead record into a contact and a deal then a the contact record will have User AAAA as record owner, and the contact record will have User XXXX as the record creator. I don't have any workflow rules in Contact module. I use the blueprint

• Function to update field in CRM Meetings from Bookings Appointment Status

  Hello, We're creating some reporting in Zoho Analytics using data from CRM and Bookings. Unfortunately it looks like when Bookings Appointments are carried over to CRM Meetings, the Bookings Appointment Status is not recorded in CRM Meetings. We would

• Unresponsiveness in Zoho Cliq

  Time of post: 6:56 am PDT, 19 July 2023 Dear Cliq users, We have encountered an unprecedented issue in our messaging servers. The details of the issue are as follows: Impacted users : 1/4th of users in US DC (users who access cliq services through cliq.zoho.com)

• Authentication details provided was rejected by Source server. Kindly provide valid username and password.

  Hello, I am trying to migrate mails from old server to zoho email hosting. I have added all details correctly, including email id and its password. also tried with none and SSl setting, but still unable to connect. Authentication details provided was

• Zoho Mail not fit for business

  How are businesses using Zoho Mail? In Zoho Mail: You cannot create subfolders in a shared mailbox You cannot add a second email account eg. a non-Zoho account that could then provide the function of providing a shared mailbox with subfolders In the Trident

• Additional step for Deleting an app

  Have an additional step for deleting an app. When the popup occurs, the user needs to write "DELETE" into a text field. This is what Google does. At the moment, it is too easy to Delete, which increases risk, and this should be easy to implement.

• Enhancement - P&L Statement and Balance Sheet

  Hi there!   Providing an option to compare financial statements from different quarters was one of the most requested features in  the recent times . We're more than excited to have come up with a solution - a  Comparison  feature for P & L Statement and Balance Sheet.   Profit and Loss Statement and Balance Sheet provide you with  a clear picture of   the 'hows'  your company can generate more revenue or cut down on costs and what you own and owe. But, then having this year's statement compared

• restrict access to user to create invoice

  hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve

• Request to Make Cheque Printing Available as an Add-On Across All Plans

  Hi Zoho Team, I have been using Zoho Books and other Zoho products since 2019, and they have significantly streamlined my business operations. However, I believe there is room for improvement in terms of feature availability across different plans. One

• Zoho Forms Lookups Not Accessible

  I am trying to set up a sign-in form where visitors can scan the QR code onsite, select the job from the lookup field, and it attaches to the job in the CRM. It looks like external users cannot use the lookup feature. Is this correct? It seems almost

• Notes Filter is not working

  I am trying to filter the CRM down to specific notes that I want that'll show up all the data that has a specific keyword for example, "stocks" and it says no leads are found... Don't know how to fix. don't know if it's a system glitch. I even put a note

• Customize the Date Format based on preference

  Hello Everyone, We have rolled-out a new field called Date Pattern in the user layout under Locale information. Note: If you notice any change in the date format after this roll-out, please select your preferred format from the settings. Previously, the format of the date was automatically set on the basis of the country locale selected by the user. Now, the user will be able to edit the format in which the date is displayed according to their preference.  The Date pattern field has around 40 patterns

• Scheduled function not firing workdrive.uploadFile task

  I have a creator app that takes submissions from a published form. I setup a daily scheduled function to send a record template of the form, as well as 3 different uploaded files to workdrive folders. (Initially I intended for this to happen on the submission

• Automatic Email Alerts for Errors in Zoho Creator Logs

  Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

• E-mails to suppliers

  Hi, i want to upload a spread sheet every day and send an e-mail to our suppliers every day (or when triggering a button?) with info from the spreadsheet lines. The supplier e-mail would be on each line. Unfortunately, when creating a scheduled automation,

• Rearrange web - hidden components

  When you have a good number of forms, reports and pages, searching for one among the hidden components to add it to the menu is simply hell. Huge amounts of time are wasted.

• Using Insert into to transfert a date in another form

  Hi, I have an order form that creates a record in a calendar form, for managing the delivery date. My customer can change that date in the calendar form, but i need the new date to be put in the original order form. I tried the following but it doesn't

• Migrating from Zoho to Cpanel

  I would like to migrate my few of my email accounts to Cpanel, yet keeping Zoho Mail active just in case. Is there anyway to do that? As all my mail still goes to the Zoho Account instead of Cpanel

• Zoho books api - sales order last ordered date

  I would like to get the last ordered date for each contact in the book. How can I do this?

• Pay Contractor Timesheets

  I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?

• Telegram -> Zoho Creator answer via API.

  Hello! Did anyone work or established back connection from Telegram to Zoho Creator via API? I'm able to send notification from ZC to TG Bot successfully. (webhook is set) My notification consists of some information and inline buttons "yes" and "no".

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