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

• 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

• Creating a code for Task to event creation

  I am looking to automate an event creation to do the following: When a task is created for a user, create an event at 530PM simply called TASKS. This will serve as a reminder that we have at least one task that needs to be addressed. We miss the task

• Tip of the week #39 - Have a more organized and transparent workspace for your teams.

  Struggling to keep track of all the tasks assigned to your team members? Now, easily monitor all tasks and email threads assigned to them. Stay organized and ensure that all important messages are being addressed on time. Additionally, if other team members

• All Deluge environments draggy! Negatively impacting productivity

  Hello, I have been using Zoho flow, CRM, Project, etc to develop custom functions, integrations. etc. for over 5 years. However, just about 3 days ago, I observed the deluge integrated environment is now acting draggy across all Zoho products using Chrome

• Using LinkedIn to generate contact/company information

  Hi, we are currently in the process of implementing Bigin. One thing we really miss is a functionality that automatically generates contact or company information based on an email address or name/address. Before switching to Bigin, we were using Teamleader,

• Audit Log Export via API

  Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify

• Problem with leave API

  Hi, we are unable to add a leave through "Add a Leave API" , we are receiving unauthorized and page doesn't exist. we generated the access token which is working for the other endpoints like "Cancel a leave" and "Get Leave Records", the same access token

• When Email is sent, automatically have information be stored inside.

  Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im working

• Single paid user account: hosting multiple domains each with their own separate IMAP inbox?

  Today, I have paid for an upgrade to the Standard 10GB plan, because I need to use multiple email domains that I own, all with IMAP. As I am a single person with multiple email domains, I paid for only a single user on the Standard plan. I need each domain to have ITS OWN INBOX; consolidating the emails from all domains into a single inbox is neither  acceptable for me nor my country's business laws.  As an illustration, I would like the following email folder structure: me@zoho.com   (my Zoho user

• Comment gérer un logo d'entreprise par webinaire ?

  J'organise une série de webinaires avec plusieurs partenaires. Je voudrais que chaque landing page présente le logo de mon entreprise et celui du partenaire avec lequel j'organise ce webinaire. Or je n'ai vu que la possibilité de définir le logo de l'entreprise.

• Prevent carriage returns / line breaks in multi line fields

  I'm trying to connect Zoho Sheets with Zoho Creator however because some people are using carriage returns in multi-line fields the rows are not being created correctly : The values in A4 and A6 are part of a multi line field that looks to have been split

• Zoho Creator HTML Snippet - Can't get list to iterate

  Hi! I'm trying to create an HTML Snippet on a page in Zoho Creator and would like to create an HTML table pulled from a list of time entries that I have in a form. I have successfully pulled the collection of time entries, but the code that I have built

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• How do you handle existing customers/contacts?

  Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales

• Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!

  Hello everyone,   We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.

• Making the Resolution Tab Mandatory

  Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to

• Gravity Forms, JSON, Webhooks and Zoho Flow

  I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",

• Account

  I need to know how the maximum contact records available in my subscription. Also pleas advise the process to increase Contact Records. Also I need someone to contact me, I may need to add users, but need to workout a package that would fit my budge

• Newspaper template

  Is there a template that looks like a newspaper or magazine?

• Expense vs Bill

  What's the difference between an expense and a bill? When should I use them? Eg. I charge a client for a service.  I charge them 1 lakh for the job. However, I also have to pay 3 guys @ 25000 for getting it done. So I've spent Rs. 75000 for getting this

• 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

• Form to update a CRM contact field

  Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as

• In focus: Customizing agent details in Radar

  Managing agent performance just got smarter! Imagine having all the key details about your agents right at your fingertips. That's exactly what the Agent Details feature in Radar offers. Whether it's their pictures, names, statuses, or ticket metrics

• Bounced Emails

  Hello, Is there any chance we could have an alert for bounced emails in Recruit. This functionality is available in Zoho CRM. It would be really useful to be able to see at a glance who's messages have bounced back.

• Requiring Proxy

  We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through

• Kiosk Studio wrap-up | How our community used kiosks in 2024

  Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

• Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

  Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must

• Create deal from estimate

  Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?

• Want to upload images to custom image fields using zoho crm api v2.

  Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks

• Related list Mobile Device

  Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

• How can I visualize the events of a pipeline records?

  Hi I need a list of events, including the date and address of the event related to the pipeline record. Can I do that? I know that for every pipeline record I can create events associated (Tasks, events, calls). But what I need it is an easy way to get

• Creating smart filters manually

  Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V

• How to send binary data in invokeurl task?

  Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

• Limit excceding issue in zoho creator

  I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me

• [Product update] Instagram Profile Integration with Zoho Analytics

  Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in

• Zoho CRM - how to change SuperAdmin

  Hi there - I'm looking for current guidance on how to change the Zoho superadmin for our company - I'm transitioning out of my role and need to delegate to another adminisstrator

• Pass json to ZDK.Client.openMailer TO parameter

  Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",

• Create a field in Leads that is displayed in Contacts and Accounts

  I am trying to set it up so that if I create a field "Deals" which I have set up in the Deals module, that any selection made in the Leads module when this is converted to Contact that the selection made under the Deals field in the Leads module will

• Zoho Analytics in 2024: A look back

  Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.

• Bulk create tasks - Zoho Projects API

  Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

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