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

• Zoho Team Inbox down for several hours

  Error while processing the request! javax.mail.MessagingException: java.io.IOException: Problem communicating with the recipient server

• Migration meines Accounts auf einen europäischen Server

  Hallo, wie kann ich meine Daten auf einen europäischen Server migrieren lassen? Ich habe hauptsächlich mit Kunden in Deutschland zu tun, die einen entsprechenden Datenschutz erfordern. VG, Kai

• CHange timeformat in Tasks from 12 to 24 notation. Is that possible?

  Hi, I'm in the middel of the proces to possible migrate from Office365 tot ZOho. There are still some questions. One of them: How can I change the timeformat from 12 hour to 24 hour format? I can change it in my calendar settings, but it doesn't change

• Ability to use Rules to automatically "Exclude" transactions from Credit Card/Bank Statements

  Currently there is only the option to Categorize transactions based on rules, this request is to add "Exclude" to the rules so they could be automatically ignored based on the criteria.

• Support answers every 2 days

  I've tried to contact support via email, but they don't answer unless I call and complain. They still haven't solved my problem. Please reply.

• How to Authenticate Heartland Footwear Email Domain

  Hi Zoho team! Can you give me a quick step(s) needed to Authenticate Heartland's email domain with Zoho? Thanks! :)

• DKIM failed

  My zoho mail account couldn't be contacted.

• Bank Feeds Breaking Constantly

  Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

• Regarding Zoho flow trigger when zoho table record update

  So I'm setting up automation to sync between Zoho CRM and Tables using zoho flow now I setup trigger when I update record in zoho tables and test it and in payload I got object of ids like key is id of each colum and that's fine but main problem is I'm

• Justworks

  We are in the process of moving from QB Online to Zoho Books. Our PEO service Justworks.com had an integrations with Quickbooks but, not Zoho Books which means we will have to manually enter payroll. Anyway to integrate?

• Is it possible to set a value to a field based on certain conditions

  Greetings Say i have a field that i want to set its value based on the value of another field.. for example if "number" field has value greater than 10, i want to set my field's value to X. Or if radio group had option 1 selected, then i want to set my

• How can I understand in the search results which collection a note is in and how to immediately go to this collection?

  How can I understand in the search results which collection a note is in and how to immediately go to this collection? You can call the note properties window, but only the notepad is listed there. This is very inconvenient, especially when there are

• 各種書類のデータダウンロードについて（Excel形式）

  ZOHO CRM で見積書/受注書/請求書など、作成した書類データを1レコード分だけExcel（or csv）形式でダウンロードする方法はあるでしょうか？ 設定→データ管理→エクスポートで抽出できるのは基本的にタブ単位で、任意のレコードのみを抽出できません。

• Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet

  I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function

• Can't retrieve url after link in note is converted

  When in a text note if you paste a url after a few seconds Notebook will turn the link into a box with the title of the page that is a button to the website. You can click there dots to delete the new button but there seems to be no way to simply undo

• Font used in quote blocks are not consistent between devices

  Hello. I noticed that as of recent, the font used in quote blocks is not the same on every device. The screenshot posted shows how it looks like on both the mobile and browser versions respectively. Personally I like the browser one more.

• Change my Region of registration to Kenya and not USA

  help change registration region to Kenya

• My running bank balance and my overview bank balance differs

  Hi please assist me. Why would my running balance and my overview bank balance differs. The correct balance is my running bank balance

• KENYA REVENUE AUTHORITY ETIMS/TIMS INTEGRATION AND E INVOICING

  Dear Zoho, In reference to the above. I have been having challenges with e-invoicing with KRA e-tims to push my invoices and the integration. Below are some of the screenshots; Kindly help. Thank you. Will appreciate your quick response.

• Rich Text Editor in Zoho Mail Android app

  Hello everyone! In the latest Android version(v2.8) of the Zoho Mail app, we have brought in support for the Rich Text Editor on the compose screen. Rich Text Editor empowers you to create well-structured and visually appealing emails directly from within

• Merging Writer Titles

  When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. Is there a way to link the document automatically to the module?

• InteGreat 06: Integrate your Zoho Creator app with Whatsapp using Twilio

  Hi folks, We're back with a new post in our InteGreat series, and this time we're going to walk you through how to integrate your Zoho Creator application with Whatsapp using Twilio. Before we dive into this integration, let's quickly cover some basics.

• Zoho Analytics vs Power BI vs Google Data Studio

  I have been using Zoho Analytics for some time but appears that it is significantly behind Power BI and Google Data Studio in terms of functionality. Our use-case for Zoho Analytics is using data that is coming from third-party sources (and not from Zoho

• Log a Call Function

  First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you please

• Report Builder: Create Detailed Email Report for Sent Sales Emails

  I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account owner

• SMTP Auth Problem - 554 5.7.8 Access Restricted

  Dear all, I have an application running in Laravel, and I use ZohoMail to delivery some emails, and it was working for the last 7 months, and today (12/11/2020), something happen and I dont know where or how happen... My application could note delivery

• ZCAP (Zoho Community Ambassador Programme)のご紹介

  ZCAPとは？ ZCAPは、Zoho サービスを深く愛し、サービスを活用した経験を持ちながら、コミュニティ活動に積極的に貢献している方々を対象としたプログラムです。 さらに、ZCAPメンバーとしてコミュニティに継続的に貢献することで、Zoho Champion に選出されるチャンスがさらに広がります。 ZCAPに参加するメリット 特別なネットワークへのアクセス: 招待制のZCAP限定オンラインスペースに参加し、他のZCAPメンバーと情報交換や議論を行えます。 Zoho の使いこなしに役立つ情報提供:

• Bluerprints: How to connect the created record back?

  I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!

• URGENT: Zoho Forms reCAPTCHA v2 Spam Issue

  Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and

• Showing the uploaded Image in the notification email.

  Hi, I wonder if any one ever faced the same challenge I'm facing. I've set up an email notification to deliver the content of a form every time a user successfully submits one. I selected the option to send the submitted content in the body of the email,

• Email through external SMTP

  Hello, From within Zoho Creator, is it possible to bypass the mail server of ZOHO and instead send mails through an external SMTP server? If so, how can this be achieved? Regards, Shobana.

• Don't want to enter name and email

  I already know the customer I'm working with, I don't want them to have to enter their name and email... just the session ID. Can I turn this off? Looks like the only reason to enter name and email is so zoho can collect user information.....

• Difference: Linking Module Record vs. Subform Row with lookup

  In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When

• Grandstream PBX

  Good day, all, Has anyone integrated Zoho Desk with Grandstream PBX? Looking to have the system ask for a ticket no if no ticket then create one and provide it to the caller before the call is put through. Am I asking for too much? Thanks

• Login Request

  Good afternoon. Id like to receive help, I'm requesting information in regards to account login issues. I've bee asked to provide additional security information. Ie: phone number in order to access my account. I no longer have access to this account

• Custom CSS in Webform

  When creating a webform in Zoho CRM, there are some limited WYSIWYG styling options, but no way to edit the CSS directly to fully customize the style of the form. I am aware that you can use the "source code" publishing option and edit the styles in your

• View more than 10 members of a Campaign at a time?

  First off, I am new to Zoho CRM so I may be missing something, but - I have several hundred contacts attached to a campaign, and on my "Campaign Details" page, I am seeing only ten of them listed with no option to show more than 10. For my immediate task I have several contacts that I need to delete from this campaign and it would be nice to see more than ten contacts, or be able to remove more than one at a time. Long-term, I am guessing that at some point I will need to produce a list of everyone

• How to re-subscribe a unsubscriber that changed their mind?

  We have a customer that unsubscribed by accident and is requesting that we add them back to our email campaigns. I've tried finding a method to do this but my searches are coming up empty. Any tips on how this can be done?

• Leadchain

  I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?

• Lookup Fields - Needs more than 5 Link

  The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?

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