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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• Creating Packages

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• DELETE EU VAT ID FORM MY ACTUAL INVOICE ADDRESS FROM MY ACCOUNT

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• Can't connect Instagram to Facebook to work in Zoho

  I'm pulling my hair out here. I know this is not a problem with Zoho, really. But since Facebook provides absolutely NO support for their own products, I was hoping someone here can provide some insight or help. I cannot for the life of me get my Instagram business page to connect to my Facebook page. I have authenticated fine, but after that, trying to connect the page to the Instagram profile never works.  I've spent hours upon hours researching and going through the steps over and over, but something

• Twilio with Zoho CRM

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• Option to Disable Automatic Email Notifications in Zoho Writer

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• Making blog for members only

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• No upgrade path from Zoho Workplace to Zoho One

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• Integrate Webflow Newsletter Submission in Zoho

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• "you are nto allowed to delete and contacts.." and other issues

  "You are not allowed to delete any contacts as you have already exceeded the maximum limit to delete contacts from this org. For further details, please contact our support support@zohocampaigns.com." I am trying to delete all contacts to start fresh.  Every time I try to delete anything the message above is what is received.  The ones that have been deleted already do not re-sync, so I want to start from scratch.  Please advise!

• Deals Stage Change From Stage Stepper Not Detected by Client Script

  Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in the

• Can not delete any more contacts

  Hi There, I have been testing Zoho Campaign (Free Version) recently & find it quite okay for a while. Try to delete the contact list but it seems that I can't delete it anymore. (Reach maximum limit) Is there any way for me to delete it without asking

• Add option "Avoid custom home pages" to profiles

  We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed

• Copy Creator file field to CRM file field.

  Hello, I am trying to transfer the content of a Zoho Creator record afer form submission to a new CRM deal record with a deluge form worklfow. I am trying to see of I can transfer the files fields. creationMap = Map(); if(Revendeur == "IEL Technologie

• How to create Business initiate chat in Whatsapp SalesIQ

  Hi, is it possible for us to create a business initiate message to our customer via Whatsapp SalesIQ? We need this feature to create Whatsapp Campaign for our customers. Thank you

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  Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.

• Visitors sending message via Whatsapp are not saving on contacts

  Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

• Email alias to create task in a specific task list

  How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and

• Unable to add custom fields as columns in projects table

  We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctant

• Linking Two Existing Organisations

  Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite that

• CRM portal: no Create/Edit options available for custom module

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• Weekly Tips: Clean Your Inbox Using Email Scrubbing

  We all know the struggle of an overstuffed inbox—those unwanted newsletters, outdated notifications, and repetitive messages that clutter our inbox and slow down our productivity. Over time, these distractions pile up, making it harder to find the messages

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• Restrict Sales Order creation if Account Type is a certain value

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• Zoho Creator Page, how to display detail view of a record

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• [Webinar] Zoho Writer for law firms and legal professionals

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• Lookup or Formula Field, which to use?

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• Restrict ability to create Sales Order for an account if accountType is not set

  I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?

• Invalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk

  I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""

• Where can I find the API names of Items in Zoho Books?

  I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!

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• Planned time in sprints

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• Email is in queue, waiting to be processed zoho mail

  Email is in queue, waiting to be processed zoho mail

• Update PDF without changing permalink URL

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  Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?

• How long until received item is visable as in stock when creating bundle?

  We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?

• How can we update the Inline Tax in a Purchase Item using deluge?

  Dear All, I am trying to update a Purchase Order using deluge. I can update all the fields except of the Line Tax. I would like to put 0% on it using deluge. I have tried the below but it does not work. What I have to change? Is the problem the field

• Filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page

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