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

• Formula Field

  What about a formula field in Zoho Desk?

• Formula Fields for Zoho Desk Custom Fields

  Dear Zoho Desk Team, I'm writing to request a new feature for Zoho Desk: formula fields for custom fields. This functionality would allow us to dynamically calculate values based on existing custom fields within a ticket. Current Limitations: Currently,

• Calculated fields and Relate Fields

  Assigned from label and length, hope Zoho could also provide an option to mark a field as a calculated field and create the formula right there without having to go to workflow. Also, hope Zoho could provide a relate field that can relate to data from

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Cryptocurrency acceptance

  Hi there...a suggestion for Zoho Books: We would like to accept Bitcoin / BitCoinCash / Ethereum as a payment method, and have it automatically show up as payments on invoices. Thanks!  

• Does Zoho Sheet "Save as PDF" support Thai font?

  Hi I want to download Zoho sheet as PDF Document. In the preview it looking good but when I dowload it the font is look different. I use "Cordia New" but the result look like it swtich to "calibri". I try to use "Print" then select printing destination

• Double Opt-In Emails Not Being Sent Across All Forms in My Zoho Forms Account

  I am experiencing a sudden issue with the Double Opt-In feature in Zoho Forms. Starting today, when I submit any form that includes an email input field, the expected confirmation email is not being sent to the entered email address. Issue Details: This

• Public and private KBs with Zia

  I need to create an internal knowledge base and a public knowledge base for clients. Each needs to have a Zia answer bot for employees and clients to search our articles. Right now we have a KB set up in Desk, but I've seen topics mentioning multi-branding

• Please add "Add Developer" capability to Desk sandboxes

  Just like we can invite a developer to our CRM sandbox, please give us the ability to invite a developer to our Desk sandbox. Thanks Clark

• How can I convert a regular email into a ticket?

  Some of my customers insist on sending me requests directly to my personal mailbox (Zoho Mail). How can I easily convert this into a ticket in Zoho Support? If I forward it to a Zoho Support email channel, this creates the following 2 problems: 1. It

• Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

  Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have

• Form not getting attached

  After form submission by the user, its not getting attached with the lead. And record not updated.

• pdf export of form data

  Hi ,        I have 10 form pages in one application of CV in zoho , i want to export all these form data in one pdf document with well formatting(resume) , how can i do that ??  Looking froward for your reply soon  Pavan

• When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.

  I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the

• Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges

  Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online session

• Adding custom_field to the items when creating item groups

  I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields

• "Zoho Connect" users should be able to use "Zoho Creator" apps in the "Custom Apps" section

  It seems that Zoho Creator users should be able to easily import/use those apps for the "Connect" users, instead of having to create them from scratch again.  Or at least import the setup of an App already created in the "Zoho Creator" module into the "Zoho Connect" module, as they both seem to use the same code structure etc.   Also once an App is built inside the "Zoho Connect" module it is not very user friendly in reporting, as it only allows single entry viewing of information.  No ability for

• InvokeURL request does not return entire date range

  In a certain function, invokeURL is called to return all scheduled meetings in the current month. However it only returns meetings up to zoho.currenttime. I've verified "start" and "monthend' variables return the expected values using our January data.

• Need to add an action upon receiving a candidate's CV by email

  Hello, So I have some actions to be executed upon recieving a new candidate's CV via resume inbox like this: I need to add an action that send an invite to the candidate to the "Candidate's Portal", the issue is this exact invitation is not a standard email template so I don't get to make an action of sending an email, the only way I know to do that is manually via the candidate's profile page: is there's a way to do that automatically?

• Formula fields - Request for dynamic recalculation / proper implementation

  Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

• Stop Zoho Forms from Updating Zoho CRM if a field is already populated in Zoho CRM

  I capture data in Zoho forms and feed it into my CRM through the native integration. However, there are some fields that I would not like to be updated by the Form integration if there is already data in that field in the CRM. Is there a way to make the

• Change Home Page Component size

  I have added a "simple" search kiosk to my home page but it takes up a lot of screen real estate. How can I reduce the size of that component so that I can get my screen real estate back.

• Gamescope is leveling upto Motivator for Zoho CRM

  Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

• Get Zoho Signed Document - Conditions

  Sample Code datamap = Map(); datamap.put("row_count", 100); datamap.put("start_index", 150); datamap.put("sort_column", "recipient_email"); datamap.put("sort_order", "DESC"); finalmap = Map(); finalmap.put("page_context", datamap); GetAllDocument = invokeurl

• Conditional formatting based on another cell value

  I am looking for an option to highlight cells which is greater than value in another cell. For example, I have planned completion dates and actual completion dates in different columns, I want to highlight cells whose actual completion dates are greater

• Introducing Color Coding of Picklist Values

  Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

• Calculate service cost, ticket age, and other metrics using Formula Fields

  Hello everyone, Formula Field is currently available on Early Access. Kindly fill out this Registration Form to request early access. We have made an important update to the fields and layouts in Zoho Desk that will allow users to compute values within

• Importing MAC files - pages, numbers, keynote

  Hi we are a company of mac users - so now looking to use Zoho but it looks like we can't import any of our MAC files unless we convert them first?  Is there any way we can do this?

• Marketer’s Space: Supercharged Journeys with Zoho CRM Integration

  Hello Marketers! Welcome back to another post in Marketer’s Space! Today, we’ll explore how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can take Journeys to the next level. In this post, we’ll look at a specific use case to demonstrate how

• Does ZOHO Books Support foreign accounting?

  Hi everybody, I'm from Israel and have many Qs regarding using ZOHO Books and tax regulations, etc.  My main concerns currently are:  * Do you know if ZOHO Books provide full support according to the Israeli regulation when it comes to invoices, receipts,

• [WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)

  Hello there, If you run a consulting service-based business in the GCC, this webinar is for you! Join us as we walk you through the essential modules and features to streamline your accounting. Learn how to set up a consultancy organization in Zoho Books,

• Zoho CRM Quotes module or Zoho Books quotes As a Data Source

  Hi, Since there has not been any improvement in Zoho CRM or Books Line items management, i wonder if i Zoho Writer is going to add the following feature :  - zoho books data source - zoho crm Quotes source

• Performance Management

  I exported the employee-wise KRA and competency details, I observed that some employees details were not exported. Also, those who are on non-users data are not showing under appraisal

• Is it possible to DISABLE emailing invoices?

  My husband's not real computer-savy.  I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it.  Up until recently, emailing an invoice would send it to me (I don't

• Zoho form calculate date

  Hi, which formula can I use so when guest select move in date is Monday 1/Jan/2024 and select 28 days, zoho will return move out date is Monday 29/Jan/2024

• Embedding a Zoho Learn portal into a Zoho Creator app

  Does anyone know how to embed a Zoho Learn portal into a page in a Zoho Creator app please? My portal URL works fine when I just paste it into a new browser window. But when I put it into an HTML snippet in a page, it says it "refused to connect". The

• Questions about file size limits

  I'm looking at the limits published on this article: https://help.zoho.com/portal/en/kb/zoho-learn/general-1/image-and-file-sizes/articles/file-upload-sizes#Knowledge_module. I want to clarify my understanding of the limits. 1) Example: if my course has

• Where do I get/create the API Key for my zoho app to talk to zoho calendar

  So I manage to cobble some code together, but how I sort out the API side things to get the app and zoho calendar to communicate with each other.

• Changing Default Email view

  Hello! In the CRM, the default view of Emails in Deals its the Deals itself. It is handy that one can change it to see Emails associated to the Contact associated to the Deal. This is the way we will mostly operate. Is there a way to set this behaviour

• signature on PDF too large

  Hello, I've set up a record template for my form so that I can print PDFs in the format that I need.  My forms need a couple of signatures from our internal staff - BUT the staff do not sign the form directly... Instead, I have a separate form that each staff person signs (one record per staff person) so that their signature is readily available for their regular reports.   So, this means that on the form (the one that I create a PDF from) there is a look-up field where the staff person selects their

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