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

• 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

• Removing or dissociating contacts from deals

  Hi all, I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thus

• How can i Customize Delivery Note?

  I need to customize delivery note like change the tittle for language purposes and also include only the balance due

• 【Zoho CRM】翻訳機能のアップデート

  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」の中から翻訳機能のアップデートをご紹介します。 今回のアップデートにより、翻訳機能が拡張され、さらに多くの言語に対応できるようになりました。 またこれまでは、「見込み客のデータ元」の選択リストの値や商談のステージ名といった、特定の値については画面の設定言語を変更しても標準言語のままで表示され、言語変更が反映されませんでした。 今回のアップデートにより、そのような一部項目にも言語変更を適用できるようになります。

• Zoho Visual Editor Not Opening

  Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading...  Do you know why it is happening. Thanks in Advance Regards Rajat

• Edit HTML of forms? Add autocomplete="off"?

  Recently I've noticed that something — one customer suggested it was Chrome — is auto-filling one of my form fields with the customer's address. The field is a textarea that has nothing to do with the address — it's just a comment field. I'd like to be

• Standalone function is not working

  Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function

• Function went from fine to nonfunctioning without change

  url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);

• Can I give access of my Zoho Spreadsheet?

  Hello Everbody! I work with a travel and tourism company, and my job is to record the data of clients of the company. And I use zoho for my work. So my question is can I give access of my sheet to the clients and my company. Kindly guide me. Thankyo

• Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

  Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks

• Zoho mail stopped receiving emails

  My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP

• My email client shows no emails anymore

  I let my account expire due to old payment method. I repurchased it I turned back on IMAP Then all my emails disapeared. Everything is fine in the webview and and zoho mail app

• Invalid Domain

  Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks

• URGENT - Issue with outgoing mail

  I am receiving mail but atm can not send - and not being given any code/reason as to why?

• Impossible d'envoyer un message :Raison :553 Relaying disallowed. Invalid Domain - masertech.ma

  Bonjour, J'ai renouvelé mon abonnement mais j'ai le probleme de domain.

• Email SPF Hard Fail

  Hi, can you help me to understand why email rejected? Paste error: This is the mail system at host pdx1-sub0-mail-mx206.dreamhost.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below.

• Create a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps

  To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for that

• Enable Timesheet for Client Users

  In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time

• How to Create and Edit Advances in Zoho Expense Using Deluge?

  Hi everyone, I am working with Zoho Expense and need to manage Advances (Advance Payments) using Deluge. I’ve familiarized myself with some basic functions, but I have specific questions about how to create and edit advance records: Creating Advances:

• ¿Cómo publicar mi pagina web zoho?

  Arme una pagina web en zoho, al querer publicarla seguí los pasos y pulse en publicar, pero no se publico. Ya pasaron 2 días. podían ayudarme.

• Recruit - How to Force a Job Opening out of a Blueprint

  In past versions of Zoho Recruit, there was the ability to create a custom button on a record's page that would evoke a URL that would force a record out of a blueprint. What is that URL or is there a better way to force a record out of a blueprint?

• Candidate portal - email templates

  with candidate portal - email notifications, Is there a way to change who the email is "from"? Looks like it can only be sent by a user. so every candidate that applies, gets an invite email from the same recruiter in the organisation. We would like to

• Embedding Zoho Form on Numerology Calculator Page for Lead Collection and Tracking

  Dear Zoho Forms Community, I hope you are doing well. I am currently looking to enhance the user experience on my numerology calculator page by embedding a Zoho Form to collect leads. My primary objectives are: To have the collected leads automatically

• Email notification is not working

  Could you please check the email notification of our account, we are not receiving any email notifications after form submission, we have the email template set up and received them at the beginning going to our SPAM, after I set "Not Junk" in outlook,

• Email Notification Quota

  Dear Zoho Team, I understand the Basic Plan has a limit of 10,000 submissions per month. Could you clarify the quota for email notifications? Specifically, can it send up to 2,000 email notifications per day? Thanks in advance!

• How manage to hardware and software contracts.

  So I have been tasked with setting up on crm a way of managing our software and hardware contracts. with a filter switch, so if they are no longer on say a hardware contract but still on a software, we would like the history about the hardware contract

• Introducing the Get to Know Deluge series!

  Hello users, To help users unlock the potential of Deluge, the Zoho Deluge team has launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities.

• Used & Non used Inventories

  I have a list of used inventories with campaign names and creation dates. I want to show the count of used and non-used inventories in a dashboard with a date filter (like last 30 days, last 3 months). I’ve written a query for the count, but the date

• Gain user-based AI insights with Sheet View

  Zoho Sprints is AI-ready when it comes to analyzing your organization’s users. We can process the user data available in your Zoho Sprints workspace and provide you with real-time insights, helping you understand user contribution, efficiency, and other

• INVALID_TOKEN CREATING LEAD

  An error occurs when create token with curl "https://www.zohoapis.com/crm/v7/Leads" -H "Authorization: Zoho-oauthtoken HIDE" -d"@Lead.json" -X POST I can read leads, but I cannot write them. The permission are: ZohoCRM.modules.leads.ALL ZohoCRM.modules.deals.ALL

• Creating Custom fields controlling visible lines?

  I am very new to Zoho however I do not see anything on the Multiline line field creation that lets you control how many visible lines will show after data is entered in. I would have thought there would be a setting once you go into the Edit Properties

• Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications

  Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using

• Live webinar: Zoho Show for SMBs

  Hello everyone, We are excited to bring you to our first webinar of 2025! This time, we’re focusing on SMBs and exploring the role of presentations in pitching business ideas or solutions. We’ll also look at how Zoho Show gives you a wide range of tools

• Mail Merge Document linked to Wrong Module

  I've typed up a big document and realised its linked to the wrong module (Jobs). Is there a way to change this?

• How do you create multiple notes? - I keep writing over same note???

  APPLICATION : ZOHO NOTEBOOK (Jan2025) How do you create multiple notes? - I keep writing over same note???

• How to search Locked Record?

  Hi， I have script like below, however seems this cannot search those locked record. what para I can add to search locked record? var invoice_info_list = ZDK.Apps.CRM.Invoices.searchByCriteria("(Sales_Order:equals:"+ so_record_id +")");

• Webhook 'when estimate is refused' is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Moving contacts from one folder to different folder

  I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do

• Export multiple Invoice PDF

  As part of end of year accounting a client needs to export all of their Invoices in PDF from Zoho CRM. Do they need to click into every single Invoice and click the Export to PDF button. Is there a means of either doing a mass Export to PDF of all Invoices

• Power of Automation :: Automatically approve the pending timelogs at your preferred time

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

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