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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• Include SalesIQ activity when sending Forms data to CRM as a new Lead

  Is there a way that when I get a new lead via a zoho form on my website to include the activity in CRM? I have Sales IQ integrated with the form however, most of my leads do not talk to us through the chat fuction but they do fill out a zoho form. Id

• Subject Line Editing

  Good morning How can we change the subject line of an email?

• Zoho Desk, call integration

  Hello All, I searched a lot but i can't find any answer. I would like to recieve phone call if I recieve a critical case or lets say a case. whatsapp call also ok. Can we do that?

• Is there any transcription services that comes with ZOho Meeting or Webinar

  Thanks

• Jira integration - view the attachments in ticket

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• Zoho Writer: Zoho CRM Variable issue

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• React Native SDK Build error

  * What went wrong: > Could not find com.zoho.salesiq:mobilisten:7.0.2. Searched in the following locations: - https://oss.sonatype.org/content/repositories/snapshots/com/zoho/salesiq/mobilisten/7.0.2/mobilisten-7.0.2.pom - https://repo.maven.apache.org/maven2/com/zoho/salesiq/mobilisten/7.0.2/mobilisten-7.0.2.pom

• Sharing sheet without affecting original spreadsheet

  I want to share a sheet using a password unique to the end user who will be able to enter data that will help them make a decision. I don't want or need any changes to show up to original file inside my Zoho account. I will be sharing this sheet over

• How to give Supervisor access to all chats? Transfer and invite other operators?

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• Important notice for WordPress users: SalesIQ plugin updates

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• No Incoming Call Notice - SalesIQ Mobile App

  Hi there! When a visitor selects Call instead of chat, I do not receive notifications of incoming calls on the SalesIQ mobile app. I receive a notice of a Missed Chat after the visitor hangs up. I think the Calls are still in Beta? It is a pretty cool

• Europäische Zeichen: Komma "," anstatt Punkt "." möglich?

  In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt

• While importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."

  Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.

• Bank feeds broken again.

  Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.

• Item sales account via api

  Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?

• bank reconciliation screens no longer indicate what transactions you have matched to the bank statement

  I'm trying to reconcile a november bank statement. I used too be able to mark the transacions as I matched them (manually) Now it just tells me the number of matched but no indicator of which ones. Can some one please help? thank you

• Possible to configure such that users can only delete their own records?

  I want to configure the system such that non-Admin users can only delete their own records. Is it possible to do this? I have been fiddling around with Profile settings and Data Sharing settings but the results seem to be inconsistent. I had: enabled

• Kaizen #175 - Leverage Settings Widget for Zoho CRM Extensions

  Howdy, innovators! Welcome back to a fresh week of Kaizen. This week, we will delve into configuring a Settings widget in Zoho CRM for the effective functioning of extensions. It centralizes around key configurations that will be carried out to various

• Records that are in the trash are counted in the reports.

  Hello community, after intensive investigation by support, we have noticed that when we relate records through a lookup field, if we delete records from the child module they will be counted when generating a report from both modules. See the case below:

• Unable to Duplicate Zoho Application

  Dear Zoho Support Team, We are facing an issue while trying to duplicate a Zoho application. When we attempt to do so, the process does not complete and instead remains stuck on a loading interface. To help you understand the issue better, we are sharing

• Automation#29 Retain ticket status on moved tickets

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• Controlling the layout view for profiles

  Is there a way to control which layout a user sees for contacts which is based on his CRM profile?

• How to disable email notifications about new candidates?

  Hello, I'm struggling to find where I could disable getting email notifications like this one: subject: New candidate associated for [job position] Hi [name], This is to bring to your notice that the candidate[name], whose candidate ID is [ID], has been

• Being able to send a spontaneous candidate to client or hiring manager without a job link

  Hi, Could we add the possibility to send a candidate to a client or a hiring manager even without relating the candidate to a specific job? In our reality of searching for great Talent when we find one we need to send him to our client or manager for review or meeting even if we don't have a job opening. It will happen when: We receive a spontaneous candidate's resume that doesn't correspond to any of our active jobs. OR When we are viewing a candidate associated to a specific job that we are not

• Can't import a PDF

  Why on earth can we not import / upload a PDF? Like one of the most common formats an accessible document would be in!

• Layout Permissions

  I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.

• Introducing Appointment Title Customization

  Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the

• Custom Deal Name in Lead Conversion Mapping

  I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

• Pass page variable via ZML execute function

  I am attempting to pass page variables through the parameters field of a zml element utilizing execute function, but it does not appear the page variable is getting parsed. Am I missing something? <pc padding='25px' hAlign='left' action='ExecuteFunction'

• Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

  #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho

• Chat Widget Does not appear for users

  The chat icon appears for some users, and not all. I know our integration is set up correctly because of the fact that some users can see and use it. I also cannot provide a link to our website for security purposes. But we need a resolution to this as

• Zoho Books Estimate to Zoho CRM quote?

  I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from

• How do I stop systemgenerated@zohocrm.com emails

  How can I stop Free CRM to send emails when a possible client turns into client. the emails are flooding my inbox

• Zoho FSM Assign request to a technician

  Dear Community, I’m exploring whether Zoho FSM allows requests to be automatically assigned to the technician responsible for a specific asset. The reason for this is that different technicians specialize in different types of equipment. When a request

• Can't insert email template

  Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I am

• Open a report and filter it based on my current module selection

  I am looking to take a report that I have created and use a button in my custom module to open that report and have it filter down to the data from the account selected in the custom module.

• How to edit goals/weightage in PMS Module after the manager has already approved it ?

  How to edit goals/weightage in PMS Module after the manager has already approved it ?

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