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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• So I am trying to get a button to open a form with specific data, basically goods we haven't received yet.

  So the column is Date_received and I want to pull the all the ones that haven't had the date received added as =isnull. Is this right way of doing this or do I need add more to it?

• How to associate email with record?

  Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record because

• Private Project

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• Matching ZOHO Payments in Banking

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• The Social Wall: January 2025

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• Cannot Forward an email to a New contact

  Hello, As the title says, I Cannot forward any email to a new contact. In fact the autocomplete feature brings old or even deleted contacts and simply does not recognize the newly added contact. Those new contacts have definitely already been added to

• The dark mode in CRM is here!!!

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• Is there anyway to get the columns to auto resize to the screen width?

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• Migration not working

  I cannot set up a new email migration, this is the message: Oops! Something went wrong. Please contact support@eu.zohomail.com Can someone please suggest a fix?

• [ADMIN CONSOLE BUG]: Selected users cannot be unblocked + cannot change user password

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• When an app is in stage, is any imported data save when its then published

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• Issue: Sales Order Not Closing After Converting to Invoice

  I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status

• Audit Log for Zoho One Admin Panel

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• Why are these pages marked "restricted"?

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• Deleting a single occurrence of an event leads to the deletion of the entire series

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• Custom CRM to close task when lead lost

  Hello, I am currently trying to create a workflow rule to close the tasks still opens of the lost leads. I tried the workflowrule and update the field but it does not work because they come from 2 different modules (task and lead). So I tried to write

• Deluge Script In CRM To Deal With More Than 200 Records

  Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,

• Email Behavior in CRM

  At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem to find that info now.

• Detail Profit & Loss, how to do in Zoho Books?

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• Knowledge Base article lists

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• can we add all the SC ticket folder for all of the tickets to sellers past and present?

  Hi. How can we add tickets to a folder for organizing tickets

• Rejected forward emails

  I am currently trying to set up a Desk system, and the issue which I am stuck on is that when I have a set a rule from the previous email domain to forward all emails to the new ZohoDesk One - I get a bounce back. The bounce back reads that the recipient

• Setting Up Direct Mail Campaigns

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• New ZOHO Mail Setup for my Website

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• zoho mail adds RE: in subject

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• GETTING ERROR

• Update document template using zoho.sign.updateDocument

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• Community Digest Enero 2025 - Todas las novedades en Español Zoho Community

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• Auto select template when "Send Email" button selected?

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• South Africa VAT

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• Zoho Kiosk - Products module

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• New in WorkDrive: Customize your WorkDrive layout to your preference

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  Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord is

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