Date triggering Workflow rule

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• 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

• Calling a function within another function

  Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get

• Related Record Bug

  Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUD

• Introducing Social Toolkit

  Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit

• Show Zoho Cliq Reminders in Zoho Calendar

  Hi Zoho Team, I hope you're doing well. We appreciate the existing integration between Zoho Cliq and Zoho Calendar, which allows meetings scheduled via Cliq to be displayed in the calendar. However, we’ve noticed that reminders set in Zoho Cliq do not

• 【Zoho CRM】アクセシビリティ向上機能リリースのお知らせ

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からアクセシビリティ向上機能をリリースしましたのでご紹介します。 アクセシビリティ向上機能とは？ すべての人が快適に利用できるように、フォントサイズの調整、色覚サポート、キーボード操作の最適化など、18のアクセシビリティコントロールを提供し、ユーザーのニーズに応じたカスタマイズを可能にします。 概要動画はこちら（英語） 以下にて、本機能の一部を紹介します。 アクセシビリティ向上機能の設定方法

• I want to change the threshold for data quality.

  The following error occurs in Zoho Data Prep. > The export was interrupted because the quality of the data set (88.147) is below the minimum quality (100) set. I want to change the data quality threshold, but where can I do this? Translated with DeepL.

• Edit ticket number format or append to ticket subject?

  Is there a way to edit the subject in emails sent out from Zoho Desk? At the moment I get: [##123##] Ticket title But this is basically impossible to filter on in Gmail, as [ and # are classified as special characters, so can't be used in a filter. Ideally

• Agent view history on tickets

  We are converting to Zoho Desk and am curious if there is a feature that we have in our existing ticketing platform. In our current system, we are able to see which agents have viewed a ticket. It includes their first read and last read of the ticket.

• Setting priority on tickets created from email channel

  Is there a way to automatically assign a priority to email tickets? We'd like to set them all to standard when they initially come in.

• חסרה אופציה בביטול עסקה

  לא מופיע אופציה לכתוב מס הזמנה שעושים ביטול מאתר

• Automation #9 - Convert Zoho Desk Tickets to New Deals in Zoho CRM

  This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

• Ticket Assignment tool

  I have built an tool which help to assign the emails to the specific department but I want to use it with zoho desk or if its possible then you can help me with it to use it on your wide scale

• Restructured the Company Information page into distinct sections

  Hello everyone, We’ve made significant updates to the Company Information page to enhance usability and streamline your experience. These changes are part of our ongoing efforts to restructure the feature pages across the product. What has changed? Previously,

• How can I add a calendar invite to my campaign emails?

  I use Zoho Campaigns to attract prospects to a series of webinars that we run. I have a general pool of contacts that I campaign to, and I have them join a new list for the specific webinar they wish to join. What I would like to do next is send an email to those that want to join a webinar, with a calendar invite that they can accept to add to their Outlook calendars (containing the URL and details of the webinar). How can I do this?

• Exit Sub

  Hi Everyone, I have some script that evaluates multiple conditions, using some nested if statements.  If any of the conditions evaluates to true, there is no reason to continue the running through the other conditions. Is there an Exit Sub command in Deluge? Thanks, Leo

• Case assignment rules cannot be triggered when records are created manually???

  I am new to Zoho, (Coming out of Salesforce) and I am shocked that Case assignment rules do not work for manually created cases. I think this is a basic need for a CRM and should be a functionality for Zohos native cases module. In Salesforce the Case

• Annotate PDFs is Shown as New, but Where is it?

  In September 2017, "Annotate your PDF files" is shown under "Enhancements and bug Fixes". But no link. Where can I learn how to use the feature? https://www.zoho.com/notebook/whats-new.html

• Open tracking Feature Request

  I would like to be notified + a have visible mark when the email has been opened by the recipient.  Time stamp each time the recipient opens the email.

• New Module in Portals wont Edit

  I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?

• Noteboards on Mobile (Android)

  Are there plans to add the ability to see Noteboards on the mobile app? I am on Android. Thank you

• Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?

  Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the email

• Download fails

  We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:

• SA data center for ZOHO

  I think there is an issue in zoho.sa , a lot of apps are not working well

• Itemising receipts from online sales

  I operate a very small not-for-profit that sells a small number of things (mainly backing tracks) online. They are sold via PayPal and I use the PayPal activity report to feed my account software. I am looking for an alternative to Reckon One, and assessing

• importing invoices from woocommerce to Zoho Books

  Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service

• Embed Props data value not available in the Search across team folder API call response data

  Issue I used the "Search across team folder" API to get a specific folder's data in a team folder even though the folder is shared. However, the response data from the search call does not contain "embed props" value for the folder whereas when I used

• Write off bad debt

  Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?

• How to merge data from Zoho CRM to Zoho Sheet

  Hello! A few months ago, I made a Zoho sheet with the ability to bring in data from Zoho CRM. It worked by adding the email of a Contact to the sheet, and then it would fill in the rest of the information in the row with information that was stored in

• Radar In Focus: Using Siri For Customer Support

  Hello dear users, Welcome to the 6th installment of the Radar In Focus series. In today's issue, we'll explore a Radar IOS exclusive that is a must-have to provide support on-the-go. Just say the magic word 🪄 Computers make our lives easier by automating

• disable auto-save

  While testing a new sheet I often want to quit without saving if a new idea does not work out, but with autosave, I keep getting stuck with mods I don't want. Can I disable autosave?

• Mapping custom fields from one module to another

  I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that

• Function #34: Automatically add a free item to the invoice based on the purchase amount

  Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage

• Disabling OneAuth

  Hi. I want my users to only use the option OTP-Authenticator. However, I am not able to disable the option OneAuth. How can I do this?

• SalesIQ Chatbots are now available for Telegram!

  Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means that

• Zoho Projects Android app update - Access subtasks on the task listing screen

  Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directly

• Zoho one CRM - linking xero

  Hi Guys, new to Zoho but not having luck with premium support so thought I'd reach out here - I cant find the xero app on marketplace and needing some guidance how to link xero to our zoho one CRM. Also we have 3 users, one of which emails arnt linking

• 一括メール送信について

  すべての連絡先　を設定し一括送信を行ったのですが250件しか送信できていないようです。 なぜでしょうか？プランの問題ですか？設定の問題ですか？

• Cliq Channels - Permissions

  Hello All, As said in my previous post, I'm going to detail Permissions - set of actions one can perform in the channel. In more simple words it is the power that one wields in a channel to perform certain actions. You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are: Edit Channel info: Permission to edit the Channel title and description This info will be displayed in Channel

• not letting add

  im trying to add people with the add user + or whatever on my cliq little conversation chats for some reason when i add my fellows, or they add me it is not goin through and we are not able to add eachother i was only able to add two people

• Help upgrading from Zoho Workplace

  Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.

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