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

• 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

• Request for access to domain "palmonteproducciones.com" for DNS server configuration

  Dear ZOHO team, I hope this message finds you well. I am reaching out to request access to the domain "palmonteproducciones.com," as we have contracted hosting services with a local provider and need to make changes to the DNS server configuration. We

• Fake Zoho One dashboard

  I noticed on the Zoho One splash page, an absolutely gorgeous dashboard that beautifully shows the concept of Zoho One, bringing all of your business functions together under one roof. Problem is, it's a fake dashboard. We can't create a dashboard like

• Sending Estimtes to approval from CRM Finance module

  Hi, This is the second time I'm facing this user experience problem. I hope you might give some insight on how to either do or explain colleagues / clients. A sale person is responsible to create an estimate for a deal from the CRM. However the estimate

• Plug Sample #5 - Read and write values/data in a Google Sheet with Zobot

  We all know google sheets are one of the widely used spreadsheet software. It helps us to make data-driven decisions. When connecting the Zobot with sheets, the bot can display values/data from a spreadsheet, like the available stock details (Item price,

• Changing the Super Admin in Zoho Creator

  I can change the Super Admin for all of my other applications in Zoho One very easily but the change owner button is not available for Zoho Creator. How do I go about changing the Super Admin for Creator?

• Subscription Pricing for Zoho Creator

  How can an organization charge Project Subscription Pricing to the client for Zoho Creator? Could you clear this out? How much do they need to pay for Zoho? If the client needs only 3 users, what plan to subscribe and how much?

• New in Zia: Identify anomalies in list views, plus best mode to contact recommendations

  Hello all, We're here with a couple of enhancements in Zia—Introducing anomaly detection in list views and the best mode to contact suggestions. So without any delay, let's get into the details one by one Anomaly detection in list view Anomaly detection

• Items usage in Expenses function

  I'm trying to utilize the item that I have created in the expenses function, but unable to do so. But this is accessible in Bill function. Why is that so? Its common for small business to buy inventory/items by cash. I feel this should be implemented

• Email Parser refusing to create record

  Hi there, Ive created a email parser rule with this layout which was working for a day but all of a sudden after the weekends, the rule stopped functioning and every record after kept failing to create. example of email that is rejected below is my parser

• Stopping Scheduled Actions From Workflows

  Any idea who this can be done? Is it done automatically? I can't find anything in Zoho explaining.

• Export CSV from published public report

  Is there a way to create a perma link to a pull the CSV or other export type for a published report?

• Custom Function for a new Field (combination of two existing fields)

  I have a custom module Eurotax API Eurotax This module contains 2 fields: 1: EUROTAX, API Name EUROTAX, Data Type Number 2: ROK, API Name ROK, Data Type Pick List I need to add a new field (for example Field3) that will be the combination of the values

• How to download Zoho Meeting recordings via the API?

  When I hit the /recordings.json API endpoint it responds with a JSON which also contains a downloadUrl for each recording. HOWEVER, I have not been able to figure out how to access this recording. 1. If I access the downloadUrl as is, it results in a

• Zoho Desk iOS app update - Rich Text Editor in comments, Hyperlinked Ticket Ids and Default Comment Type

  Hello everyone! In the latest version(v2.9.4) of the Zoho Desk iOS app update, we have brought in support for the following features for the comments section: 1. Rich Text Editor 2. Hyperlinked Ticket IDs 3. Default Comment Type Rich Text Editor: You

• Download all the Attachment From Document Section Zoho Project

  Hello Team, I hope this message finds you well. I am currently facing an issue while trying to download all the documents associated with a Zoho project. Here’s the scenario: We have more than 150 tasks in a single project. Each task may have documents

• Edit / Modify system generated emails

  Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about this

• GetRecords.py UNABLE to PARSE DATA

  Hello, I am trying to follow the GetRecords.py sample but I am getting a Status Code: 400 Status: error Code: UNABLE_TO_PARSE_DATA_TYPE Details Message: either the request body or parameters is in wrong format Any thoughts on how to fix this?

• Desk and FSM 2 way communication

  is it possible for a work order created in FSM under a certain category (E.G Health check and Panel Clean) to automatically create a ticket in Zoho DESK?

• python Message: invalid external fields in header

  Hello, I am trying to follow the GetRecord.py sample and put in my record ID from my URL and I am getting this error: Status Code: 400 Status: error Code: INVALID_DATA Details Message: invalid external fields in header Thanks for any help. I've double

• Partner

  We are an established insurance brokerage company based in Kuwait, with over 28 years of experience in the industry. As intermediaries between clients and insurance companies, we earn commissions from insurance providers. To enhance our operations, we

• Zoho Desk - Prévenir les agents à l’expiration d'un article

  Zoho Desk propose plusieurs solutions pour automatiser les flux de travail en fonction de vos besoins. Dans cet article, nous mettons en lumière une fonctionnalité qui alerte votre équipe lorsque des articles de la base de connaissances arrivent à expiration,

• Ability to Change Custom View After Cadence Creation

  Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is

• Include Refresh Custom View on custom modules

  The "Refresh Custom View" button does not appear for custom modules. This seems like a very silly thing to omit.

• in zoho crm, client portal, how to only show the active products?

  in zoho crm, client portal, how to only show the active products?Thanks

• Zoho CRM function invoked by REST API Key does not receive a POSTed payload from Zoho Sign's webhook feature

  Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed correctly by testing with my own hosted webhook. I have tried receiving the

• Tip 3: How to dynamically filter reports using URL parameters

  Hi folks, As part of Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on how to use URL parameters to filter reports. You don't always have to play with filters to drill down reports. Yes, that's right. You can pass URL parameters to set filter values and view only the required data. This technique is quite useful while linking reports in an email, a document, or when bookmarking an important report that you would like to view on a regular basis. For example,

• Find form by inline subform criteria

  Is it possible to filter down to a form using inline subform fields? For example, I have a Contact form with an inline subform "Phone_Numbers" that has a "Phone_Number" field. I'd like to be able to get contacts by their phone number, but I'm not sure

• Disabled virtual keyboard in handheld device with barcode reader.

  Hi I created a APP try to scan barcode by barcode reader bulid in handheld device. But creator will jump virtual keyboard. Could you provide a setting to disable virtual keyboard for single line or number field in Creator android and Iphone.

• Is it a scam or a joke?

  I've just created a Zoho account and I already cannot access the "Privacy" section because I'm not the admin of my own account. Not to mention the claim of free custom domains for small businesses which turns out to be a scam because I'm asked to buy

• Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign

  As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)

• Deluge - mobile app learning

  Hi, I am currently learning another programming language using a mobile app (Mimo), which works really well, sets out things like error handling standards, variable naming standards etc. I came into learning Deluge with some minimal history of C++ and

• how to sync shopify orders to zoho inventory instantaneously?

  hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.

• Connecteur Zoho vers Dolibarr

  Bonjour, Contexte : * j'utilise Crm et Campaign pour gérer ma prospection et mon pipeline. * nous venons de prendre une franchise de commercialisation de services qui nous oblige à utiliser leur Erp développé Dolibarr Besoin : Continuer à utiliser Crm

• How to Send Interview Schedule on Email by Deluge

  Hi Zoho Users. I am vishal kumar and working as a Zoho Developer. some of the User is faces the Problem about workflow for sending the invitation to candidate interview link. like that I can help you. Step1:- Get attachment of interview when you create

• Zoho CRM - Create Report out of a Graph

  Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like

• Zoho Books as a POS(point of sale) software

  With barcode integration and sales reporting, zoho books can be used as a point of sale software. But Zoho Books integrates with Square Register for point of sale, why that if it stanalone has all the features of a POS software?

• POS Integration with Inventory

  Hello!  I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY.  Or maybe a different, easier way of doing things. Currently I am using Square for POS.  While I was able to integrate the transactions (cash

• Unattended Installer failure Error 1001

  I found by renaming the PC I was installing and trying again it work. This has happened several times when cloning and installing many pcs and forgetting to change the computer name before installing Zoho assist. Somehow I think the computer name is getting

• Individual Ticket Color

  It would be great if we can assign color for tickets like this: or this : it will help to find tickets Thanks Regards

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