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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• Lead Automation Issue with PageSense Tracking

  We recently implemented lead automation in our company and are using Zoho PageSense to track lead details. As part of this, we created an Element Click Goal to capture leads from our landing page. However, we discovered that the PageSense tracking code

• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Possible to delete the "Big Deal Alert" in Zoho CRM?

  Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.

• Taxes... again.

  After reading the recent addition to the knowledge-base article at https://help.zoho.com/portal/en/kb/commerce/user-guide/settings/general-settings/articles/types-of-taxes, I feel compelled for the fourth year now to reiterate the glaring omission in

• Shipstation Flow

  Hi, I use Shipstation for my shipping needs. Because Zoho doesn't connect to WooCommerce and Walmart, I don't have records of these orders in Zoho Inventory. Can I have the orders from these two marketplaces be sent to Zoho Inventory once they are shipped

• COQL equivalent to zoho.crm.getRelatedRecords

  Hello i add a standalone function, that i call from my js app with ZOHO.CRM.CONNECTION.invoke etc in the function i fetch with something like this AllContacts = zoho.crm.getRelatedRecords("relation_name","parent_module_name",recordid); it works great

• Zoho Billing in 2024 : A Year of Growth

  You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice

• How to Remove CRM Links from Referral Fields in Zoho Creator Report?

  Hello, I’m building a customer portal for a Creator app integrated with Zoho CRM. In the portal, customers can select their referrer from a list of Zoho CRM contacts linked to the deals they own. They can then view a report that lists all their deals,

• Document Approval Workflow for Non-Users

  Our organisation has not added client users yet to Zoho but we are currently exploring how we can use the document Review and Approval Workflow to send out project updates to clients. While testing, we found that we can only pick users as approvers. Is

• Calculate hours and minutes between two time field

  Hi  I have following fields -  1. Start Time - Time Field 2. End Time - Time Field 3. Total Hours Worked - Single Line Field  I want to calculate End Time LESS Start Time and get output in Total Hours Worked. Please help me. Urgent.

• How to pass a collection to a function?

  Can't seem to figure out how to pass a collection of records to a function. Here's what I have so far. What am I missing? // This successfully retrieves all IDs and stores them into what I think is a collection variable defaultRecords = Data_Types[is_default

• 2024 recap: Key updates to Zoho CRM's mobile app

  Hello everyone, 2024 has come to an end, and as we welcome 2025, let's take a moment to look back at the updates that made Zoho CRM's mobile app even better last year. Here's a quick feature recap! Share record URL (Android) Users can now easily copy

• Different content per social media account..

  Is there a way to add different content per social media account on one post?

• Custom Alert Messages

  Does anyone have any experience creating custom alert messages in Creator? I'm able to create a zml page with params for alert Title and Message, and I'm able to trigger it from a report button, but I can't seem to trigger it as part of an On Validate

• Print template in list view

  Hi, is there any special way to use a template when printing in list view? I have followed the online examples, but can only get it to work in summary view so far, which is no good at all.

• How to populate a dropdown in zoho creator with data from zoho crm contacts

  I tried this code, but I can see al my contacts in debug that is a multiline debug field I created to check and debug but the dropdown (named crm) is empty. Where is my error? many thanks Paolo clear crm; // Recupera fino a 200 contatti da Zoho CRM response

• Reporting Tags for Zoho Books Integration

  When adding or updating a customer in Zoho Books via Flow, I cannot see how to add/update the reporting tags for said customer. Is this a shortcoming in Flow, or am I missing something. If it's not currently a feature, I would propose adding it. Flow

• Introducing new options for more flexible validation rules in CRM

  Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement has

• Import Invoice error

  Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reason

• slider scale

  We have justed moved from Survey Monkey to Zoho Surveys. One feature that was very important in SM was a slider scale to estimate spending. We ask a question "how much money do you spend on x?" Depending on the product the scale goes from 0 to 5000+ so

• A/R Aging Details shows wrong aging days

  In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.

• Adding or displaying "Accounts" to Campaigns

  I understand we can add contacts to a campaign, but to really get use out of campaigns I need to be able to add Accounts (or at very least, display the Accounts that the Contacts are associated with). In my business, we are on first name basis with many

• Where do i find my latest mass email draft?

  I spent hours doing an eblast, sent it out to my team, and now cannot find it in my CRM. Where do I locate drafts?

• Zoho CRM Client Portal

  I have set up domain mapping. https://help.zoho.com/portal/en/community/topic/early-access-rebrand-your-crm-with-the-all-new-custom-domain-mapping-setup-18-5-2023 When a Portal User logs into the Client Portal and prints any page, the Zoho branding still

• What is the recipient when creating Whatsapp Notification in Zoho CRM?

  I want to make a whatsapp notification in workflow rules. I want to send whatsapp notification from whatsapp template for the leads after 24 hours conversation window is closed I really don't understand what the recipient here is could you please elaborate

• New in Writer: Enhanced Content Generation and Formatting features

  We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh

• Zoho Payroll's Year in Review 2024

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• One day ticket in a multiple day event

  Hi, is it possible to set up a one day ticket in a two days long event. I setted up a two days event, and I need to create two ticket class, one for the first day and another for the second day. Thank you

• An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.

  Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. Than

• The payment entered is more than the total amount due for this invoice. Please check and retry.

  Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.

• Zoho Book - Banking Module - Cash Credit account

  I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but

• can we split the Whatsapp Message (Business Messaging) to only appear to certain user?

  I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' module

• API Casing needs consistency in names

  The JSON for an account record looks like this: {"Name": "Name of the Account", "id": "id of the account", "Address": "address of the account" "Owner":{ "name": "Name of Owner", "id": "id of owner", } } It makes no sense that "name" is capitalized in

• Shopify DTC Sales into from Books to CRM. Can the imported sale be a "contact" only with a sales record?

  Currently our integration when importing sales from Books, is creating a Contact and a Account for that contact under the same name. We have been told by our integration partner this is a mandatory function of ZoHo. They are not able to import a Sale

• Upload a video to embed into an article

  How can we upload a video to embed into the article...? We can upload images but this only seems to support image files. And the video option seems to just support YouTube, Vimeo and DailyMotion which is no good, we need to create our own videos and upload

• TEMPLATES FOR QUOTES

  Hi I am facing a lot of issues in creating a template for a quote with discount in ZOHO, we are unable to maintain alignment in our quotes . We have tried lot of things and still cant manage to get this basic thing right. Various emails to the ZOHO was

• "Invalid entries found. Please correct and submit again." error needs to be clearer

  Hi Zoho, We have had many users email us in frustration because they get the "Invalid entries found. Please correct and submit again." error and get angry because all they see is an unclear error and they think they have to start over.  They are not aware that there is a red error message on the field indicating the problem after they click OK.  Many are abandoning the form. Please add information to this error such as: Invalid entries found. Please correct and submit again.  Click OK to go back

• Seperate Mobile Editor for Zoho Sites

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• How to Add and Manage Flexible Shift Patterns in Zoho People

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• Trigger an action when a Product item is added to the Deal's Product Related List section?

  Hello, Is it possible, via workdlow, to trigger an action when a Product is added to the Deal's Related List section? Thank you Moderation Update: We are locking this post as a similar discussion is ongoing in the linked post below. We encourage you to

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