Date triggering Workflow rule

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• Sticky Posts

• 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

• Problem passing map to function

  Sry for the long post. Including all documentation. Zoho is triggering the following error when I try to pass a map to a function, and I can't figure out why: Error during validation: Error at line : 14, Function specified in criteria has returned null

• Api Integration

  We are not able to do twilio WhatsApp call or SMS with Zoho.

• custom module in crm be linked to desk ticket

  we have an asset custom module i would like all assets assigned to an account to be seen by the contacts on desk so the can link a ticket to an asset that linked to the contact or the account say a laptop assigned to them or a communal asset like a projector

• Now connect your existing WhatsApp business account with SalesIQ

  We had a great response from our customers for our SalesIQ - WhatsApp channel that we released a while back. The WhatsApp channel used Twilio,  a third-party app, to connect your SalesIQ portal to WhatsApp. However, there were a few limitations, and one

• Create a standard Vendors module and integrate it with Zoho CRM

  I'm aware that Desk was initially developed to handle support communications processes where ticketing is needed. However, through many client deployments, my experience with Desk is that it can be effectively utilized for almost any communication process

• Zoho Desk Custom Module Sync with Zoho CRM Custom Module

  It is great to see the new Zoho Desk custom module feature, thanks for this enhancement. My questions is that if there is a same custom module in Zoho CRM, can I map that custom module from Zoho CRM to Zoho Desk? Just like account/contact/product, the

• Link Zoho Desk tickets to custom module on Zoho CRM

  Hi, We are currently using Zoho Tasks on CRM as Zoho Desk doesn't let us link tickets to specific site records on Zoho CRM based on a custom module. It can match to Zoho CRM based on an email address but this is not of use to us in our setup as the email

• Undo the recent mass update done

  Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently

• Does Workflow Critera support multiple values when using contains?

  I'm trying to set up some advanced routing/assignment workflows based on product and would also like it to assign based on keywords in original emails/description. When using the criteria in workflow, I noticed the operator includes contains and then

• Power of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• How to show related lists of a field in another look up field

  Hi team, We currently have lookup fields of accounts in deals and products module. This creates related lists in account for deals and products. I also have another module - company, the accounts module has a look up in accounts. which has created a related

• 【Zoho CRM】集計項目のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から集計項目のアップデートをご紹介します。 (集計項目機能の概要が知りたい方はこちらよりご確認ください) Zoho CRMの集計項目は、データを手軽にまとめるための便利な機能です。 今回のアップデートにより、業界ごとのニーズに合わせたサマリーをより簡単にカスタマイズして作成できるようになりました。 【目次】 本アップデート概要 集計要件のカスタマイズについて 1.本アップデート概要 以下キャプチャでは、例として「見込み客」の項目の作成画面を開いています。

• Disabled button until field workflow executed finish in mobile

  Hi In stateless form I change value in one field and this field have a workflow execute a lot of code. but before workflow finish if I click the button . Creator will cause a error. Cloud you Disabled button until field workflow executed finish in mobile

• How can I add an element to a specific array position in a list of arrays?

  I have a list of event records that I am de-duplicating. Each record contains a title, a date, and an alphanumeric ID (needed for an external function). I wish to deduplicate records based on the combo of Title and Date only, because the ID will always

• Self Client Authorization Issue

  Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

• More suggestions to the Ticket History Tab

  Rather than this relative time, it would be great to see the timestamp on items like this. Using the history to try and figure out issues is tough when you have to calculate the time in your head. Additionally, it would be great if you could click on

• See more information of records of related lists

  Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.

• Poor Email Delivery

  Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain

• How to add sort order to API

  Hi, I have tried using the parameter ?sortBy=createdTime on this api https://desk.zoho.com/api/v1/tickets/xxxxxxxx/conversations?sortBy=createdTime but its saying its an invalid parameter. Is there a parameter to sort on this API? Dane

• Bold Keyboard Shortcuts Not Working

  Formatting Shortcuts like Crtl + B, Crtl + I, Crtl + U, are not working. Is there a setting to get these reactivated? I can still do things like cut, copy, and paste.

• Update project dates

  Hi, I was wondering if there is a way to shift dates of the whole project or a task list without changing each task start date? Thanks, Saman

• Collaborators are not able to upload images

  Good afternoon, We have a sheet with 2 current collaborators and when they try to upload an image , a pop up comes up ' server error, there was a problem saving your last edit. Please try again' Can you kindly assist?. Thanks, Annrica

• Requesting a file upload in Zoho Workplace not possible?

  I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive

• What do you think about changing the panel's color spectrum?

  "In my opinion, the color scheme feels a bit gloomy, and I think brighter shades would be better. It would also be great if there was an option to change the colors. What do you think?"

• More information Related Details widget area

  It would be great to have more related information added to related details when creating a client ticket. For example Account Information. We have a "Support Plan" field where we select Gold, Silver and Bronze and it would be good if we could choose

• Timesheet Export Template

  Is there a way to save the export template when exporting timesheets? I have to select the fields I need/don't want before every export.

• Several language in Chat Bot in SALES IQ

  Hello, I'm creating a chat bot for my company and would like to have a chat bot replying in French and English. As I understand, I must create 2 different bots, then according to the first sentence of the Client the system will choose the right one: FR

• Include Suggested Articles in New Ticket Email

  When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

• Open Tickets

  Is it possible to get a notification if a ticket is left open for X amount of time? For instance, if a ticket is left open for 1 week, can I get an alert to follow up on the ticket and close it out if necessary? Thanks!

• Searching through the Attachment's Content

  Case: An email comes in with a file attachment The file attachment contains a REFERENCE# Agent searches using the REFERENCE# Zoho Desk Showed No Result Is Zoho Desk incapable to search through an email/thread attachment's content?

• Zoho Books Bookkeeper

  We are looking to move our current finance activities to Zoho Books, and our current bookkeeper doesn't have the ability to learn a new software. Does anyone have any recommendations for a local bookkeeper in Ontario?

• Ticket owner for desk ticket can't be set using Zapier "Create ticket" function.

  I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if I

• CRM deals help!

  We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probability

• Department Customization Copy/Paste

  Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Chatbot hang in establishing connexion with customer service

  Hi, When a user try to converse in the chatbot, the bot hang trying to establish a connection. Here are the errors in the console : POST https://salesiq.zohopublic.eu/visitor/v2/notariel/conversations 400 (Bad Request) And also this error : { "error":

• Projects Integration - how can I bring the submitter of the form into Zoho Projects?

  I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the Projects

• Zoho Sheet View

  Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?

• Linkedin - Recruiter System Connect

  Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

• Forms choice-based field rules multiple primary fields

  Will you be adding the functionality of being able to choose more primary fields in the choise-based field rules? For example: I have 3 fields: Type, CPU, RAM When i choose: Laptop, i5 it should show 16GB of RAM as the option. But when i choose: Desktop,

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