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

• How to Automatically Populate the Deal ID in the Parent Lead After Creating a New Deal with Blueprint?

  Hello Everyone! 🎉 I wanted to share a solution to a problem that some of you might have encountered. In Zoho CRM, when creating a Deal from a Lead using a Blueprint, data can only flow in one direction—from the Lead (parent) to the Deal (child). But

• Easy way to delete attachments

  I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

• Strange pop up windows when sales order saving.

  Hi, May I ask what's the meaning of this pop up window. Our client script don't have this setting..

• Issue with Navigating Components in App Localization

  While using the app localization feature in Zoho Creator to translate my apps into a new language, I encountered an issue that made it difficult to navigate between different components (forms and reports) and add translations. The feature would only

• Workload Reports

  Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about the

• Email forwarding FROM TeamInbox?

  can find plenty of instructions to forward TO teaminbox, but nothing on adding an action to a rule that allows me to forward incoming email TO my TeamInbox OUT to external emails. Situation: Have a IT tech on retainer (not my employee), need to forward

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• How to add coloring on List Reports

  Hi guys, I would like to add colors to List reports. Is there an option to apply table colors other than using the custom layout? Thank You!

• Zoho Sign Product updates - H2 2024

  Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho

• Telephony External ID field added in CRM

  Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference

• Lookup field, odd issue

  So I tried creating and app that has the names of engineers so I can use that for a lookup in the other apps that are being created . I add the look up in a new app, launch the app and when I try to fill out the form its just blank in the drop down menu

• Query About Updating Records in Batches via API

  We are working on integrating the Creator application with an external app, and we need to update thousands of records daily. I understand that the "Update Records" API is available; however, it appears to be designed for updating multiple records with

• PDF API FROM ZOHO CREATOR DELUGE SCRIPT

  Hi I am in need of using a PDF Api to compress and Merge PDF files from zoho creator. Any support on this would be really helpfull any sample code for any PDF API would be extremely heplfull

• Streamline Custom Dashboards

  I'd like every brand have the same dashboard. Is there a way to streamline them so every brand has one? Or that I can use the same dashboard from another brand?

• Remove the link between app admin roles and org admin privileges

  Greetings Zoho One Team, Currently, assigning someone as an admin in certain Zoho apps, such as Cliq, Connect, Mail, Vault, or Forms (and maybe other apps as well) automatically grants them org admin privileges, even though they are not listed as org

• How to remove banners at the top of email web page

  Every day, I find valuable screen real estate being consumed by Zoho advertising themselves at the top of my email web page. I can dismiss that "announcement", but something else will come back the very next day. How do I permanently dismiss them as 99%

• My domain provider does not support to DKIM records

  My domain provider does not support to DKIM records in zoho mail. It does not allowed underscore in a TXT name but zoho had provide DKIM records already with an underscore This is the zoho provides But my domain provider does not allowed

• Zoho email experiencing delay when receiving emails from AWS SES

  When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going

• How to listen to ticket change

  Hello community, I created a widget, which checks all departments, if the user has written there as well, as some customer do this. Overall it works fine, except that I have to refresh the widget tab every time I go to another ticket. How can I listen

• Is there a way to get Guided Conversation responses to appear on a ticket?

  Hello When using the Create Ticket block, is there a way to save all of the responses the user has inputted on the ticket once it's been made?

• Tickets Assigning Automation

  I am trying to build a bot which can automatically assign the tickets to the concerning team as of now we have a dedicated person who read the emails, understands the query and then assign it to the dedicated team. I have built an prototype of the same

• Zoho Desk using APIs

  We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns

• Knowledge Base - Import PDF/Doc

  Our company already has guides and manuals in PDF/word format. Is there a way to directly important these as articles for our customer portal? When doing a copy/paste the formatting gets a little skewed and images don't post over either. 

• Splitting a List into different rows

  I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - Rear

• How to associate a task with a milestone

  Hi there,  Is it possible to associate a Task with a Milestone without creating a TaskList please? When creating the task there's no such option (or at least I am not able to find it). When you click on the created task, however, on the right hand side there's a field that says Associated Milestone: None (please see the screenshot attached). This field doesn't seem to have an edit option?  Can someone please advise? Thanks in advance, Lina

• Why can't I see the email from Zoho Campaigns Automation under Zoho CRM Leads module?

  I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,

• Allow Selection of Multiple Threads and Notes for Splitting into a Separate Ticket

  Dear Zoho Team, We would like to request an enhancement to the Split as New Ticket feature within Zoho Desk. Currently, users can only select one incoming thread to split into a new ticket. However, there are many scenarios where the ability to select

• Final reminder: Zoho Desk Old UI will be deprecated on December 15th, 2023

  Greetings Zoho Desk users! Effective December 15th, 2023, the Zoho Desk old UI will be deprecated. This means that the option to switch between the old and new UI will no longer be available. We kindly request all users to move to the new UI by clicking

• Access Denied

  good afternoon! When I try to access my Zoho Vault account, I get a message (image attached) that my access has been disabled by the administrator. It turns out that I am the administrator and I did not perform any type of action of the type, which is

• ZOho Vault access denied

  Hello Community, I have suddenly got restricted by accessing Zoho vault . How can I get access back ?

• How do I share a single sheet from ZOHO spreadsheet?

  I am sure I saw this option 15 days ago. I just stumbled on it and can't find it any more. I would like to share one sheet of a single document to each collaborator. Was it not possible? Thanks in advance!

• How to view all departments on one dashboard or ticket view?

  Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...

• Zoho Connect Desktop App Mac Signing Error?

  My Mac can not open the App and sais "can not proof it for Viruses" So i can not start it on different devices. Any idea?

• How to link Custom Fields in Ticket view

  Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making

• How can I delete Customer Portal User?

  Hi, I have added two portal user. Now I want to delete these users (setup->customer portal->users), but I can only activate, deactivate and re-invite user. Before adding these users in customer portal, I have added them in contacts and after that I have deleted them. I  have added theses two user with my 2 different email id. The reason behind is before going live I wanted to test my invitation mail, how its looks in template and its embedded link to accept the invitation, whether acceptance link

• Notify on new comment

  I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis

• Allow users to display columns dynamically

  I have a table with 50 users in Column A and the dates 1 Jan to 31 Dec along Row 1. I want users to be able to add data to the cells but would like to make it easier by allowing users to select a date and display that. So if the user wants to add data

• Date Range Field

  Hi Guys Does anyone know how I can create a date range field on a form? Cheers Chris

• Stopped getting zoho notifications in Email for Customer response to support tickets

  Hello , I stopped receiving Notifications from customer response in my company with attached to this account.

• Creating QR Code from sales order for each line item

  Hi there, process for QR is to receiving goods/item/equipment from our clients.. and service them and return back to clients. so upon receiving we have the following entries (item details, with serial number and accessories details and service details)

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