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

• Recent Topics

• Zoho Projects - Add time logs in Offline mode

  Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.

• Experience sharing - creating quick prototypes to align understanding

  Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires

• All notes disappeared

  I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

• Timesheet Tasks in Zoho Books: associate to service item

  How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

• How to bulk edit on subform field

  Hi, It seems impossible to bulk edit on subform field. Is really it impossible? The subform field is well shown on view, and we can search as criteria, but the field doesn't appear in "bulk edit" dialog. Is there any other way for add the same subrecord in all records of a view? Thank you very much, Bernat

• Bar Charts in Zoho CRM

  Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new

• Sending two different reports through one e-mail schedule

  Hi. I have two different reports which I want to send to someone. However, I don't want two separate emails, but only one. Is this possible?

• Is there a way to see the code in parallel to what you are creating.

  So when you are creating a form, or making layout changes you see what is happening in the code. Similar I guess to some website editors, thanks

• Help with filtering Contacts from Accounts based on third module

  Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. Right

• WhatsApp phone number migration

  Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific

• WhatsApp For Zoho Commerce

  Team: Right now all trigger based communications happens via emails. Emails are outdated and now customers wants to interact with a business through whatsapp. Does zoho commerce support whatsapp based communication?

• Launching Snowflake Integration: Streamline Contact Management in Zoho Marketing Automation

  Hello Marketers, Here we are yet another addition to Zoho Marketing Automation, integration with Snowflake. This integration is designed to streamline your contact management and enhance your marketing efforts. Let's dive into the features that come along,

• Possible to disable "Quick Create" option for new record creation?

  Is there a way to disable the "Quick Create" option for creating new records? Some of my layouts are heavily reliant on conditional layout rules and these don't work when in the "Quick Create" mode. It's very annoying and confusing for the end users to

• Manage Approvals like Never Before: More Control and Flexibility in your Approval Processes

  Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data enters

• Enhance email sending for custom functions in Zoho Connect

  Dear Customer, We would like to share an important update to how emails are sent via Custom Functions (Deluge) in Zoho Connect. What's new? To improve security and email deliverability: The From Address in the Send Mail task used in Custom Functions must

• How to Check if the Access Token is expired?

  Hi Zoho CRM Team, I want to ask if there is a way or if there is an API to check if the access token is already expired. This is to avoid having several active access tokens. I really appreciate any help you can provide. :)

• Zoho Recruit is coming to the UK | Zoho Community Learning Series

  Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and

• Workaround for Backstage's non-compliant cookie banner

  Hi Does anyone has a workaround for the cookie banner Backstage uses when you publish an event? Currently there is no "Decline All Cookies" button, only "Accept All" and "Customise". Which means it is not compliant with data protection requirements, as

• Attach file uploaded via Zoho forms into CRM

  Hi everyone, facing currently the problem that I like attach uploaded files from Zoho Forms into Zoho CRM. My approach was to use Zoho Flow but when using the Zoho Forms trigger, I receive the files in this structure: https://forms.zoho.eu/api/form/Testform/formperma/XXXXXXX/resthookdownload?filepath=/Testform/FileUpload1/12312312_Test_PDF.pdf

• [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

  Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

• Mass Update a Lookup Field

  How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!

• Batch Download Completed Documents in Zoho Sign

  I have thousands of completed documents that I need to download. There has to be a better way than individually clicking on each one?

• Relation name issue with getRelatedRecords

  Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants

• Uploading file to workdrive from creator

  Hello I am trying to upload a file from creator into my zoho workdrive but it does not seem to be working.  A file does get uploaded but there is nothing when I try to look at it and just gives an error message saying "We couldn't generate a preview due

• How do I delete survey responses (Customer Happiness)

  Hi,  I need to remove dummy survey responses (those I created during evaluation period), and invalid ones - responses received from Cancelled tickets - which is a custom status we use to close spam, duplicate, or internal emails. I cannot find anywhere to remove them, and one of your chat agents suggested to remove the response provider (contact).  I'm not inclined to do what was suggested as there could be valid responses from that contact, so kindly provide another option. And I did try that too

• Setting value while adding new entries to lookup field

  I have a question regarding this process: https://help.zoho.com/portal/en/kb/creator/developer-guide/forms/add-and-manage-fields/articles/fields-lookup-allow-new-entries If I set a value for a lookup field while adding new entries, and the form it looks

• product registration module / warranty

  i need someone who can create a online/product registration module for me. Our website is based in wordpress. We need our consumers to register their product and should they need to make a warranty claim, do so online as well. One way to do this is to create using zoho creator - Registration Page o To have normal information fields o Attach scanned proof of purchase o product purchase details o Point of purchase details o Database back end for all the information. o Access to database (view or download

• Product Registrations via Zoho CRM

  Hello, I would like to have a public page, where users can enter product registration details.  This needs to be many-to-one (registrations-to-contact).  I tried the CaseToWeb Form.  It adds a Contact and Case, which is fantastic.  However, it will only let me add a few details on the Contact such as Name, Phone, Email.  I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, Brian

• Email Alert attachments unavailable for Vendor Payments

  I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is

• W-9 Upload Limitation (250 kb) is Too Small

  Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While

• Incorrect Shipping cost calculation - Zoho commerce Shipping method

  Hi, there seems to be some issue related to logic used in shipping cost used. Consider the below case: For an item of 100 grams, I expect it to be 75 rupees as that is what I have given in the condition. But it calculates 0.1x75 = 7.5 rupees which is

• Add "Merge by Ticket ID" Option on Ticket Screen

  Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second

• Invoices using purchase account instead of sales account from Items

  We're running into an issue where invoices created from bills are using the purchase account on the journal entry for the invoices as opposed to the sales account. In the screenshot examples you can see that the sales account is janitorial services but

• Custom Fields

  There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

• Function deleted after releasing connection in Kiosk

  Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked until

• Help with Formula to Calculate Remaining Days from Due Date in Zoho CRM

  Hello, I am working on a Zoho CRM formula to calculate the remaining days from a Due Date field. My goal is to display the number of days left from today to the Due Date. I have tried the following formula, but it is not working as expected: plaintext

• [Free Webinar] Learning Table Series - Creator for the Healthcare Industry

  Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,

• Change lead status via url parameters

  Hello, We have a lead generation form on our website and and we received an email when the lead is generated. This email contains a link to the lead in CRM. Does CRM have built-in parameters so that I could have a link in the email that also says junk?

• Sorting Grouped Records by Last Opened

  So, I have a form. For simplicity, lets say that this form only has a job_name field, a room_name field, and a order_number field. (the order_number field is to input a number for sorting purposes) On the report, I have it set to group by job_name, and

• Tracking new lead response time

  Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

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