Date triggering Workflow rule

• Topic Participants

• Michel

• Hugh Marshall

  

• 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

• Zoho email folders gone

  Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?

• Zoho Support is horrible

  Hey, first and foremost: I am a big supporter of Zoho and pay thousands of € every year for using the platform. Nevertheless, there are Zoho products that are badly designed, Zoho Directory being one of them. Yesterday this software locked my PC in a

• TeamInbox - Unread

  In Teaminbox there's a view "Unread" We've played around with it, no one understands what it does or how it works. In the documentation it says "Unread - This is the global view of all your unread messages irrespective of the teams or inboxes." That's

• Whatsapp Calls & User Informatio

  Hello, if integrated Whatsapp with Zoho Team Inbox, what does it happen with calls? They can no longer be attended as they used to be through whastapp business app? Also informatión such as profile picture is not displayed, will that be fixed? How can

• Move email between inboxes?

  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

• Getting error for invalid session on zoho mail

  Hello, Today our office staff start having challenges with our email once logged in. I keep saying : Invalid session you will be logged out in 3 seconds. And it wont allow me to send any messages.

• Tip of the week #38 - Manage your business's WhatsApp conversations alongside emails in one place.

  Feeling overwhelmed by juggling between multiple apps for your business conversations? With WhatsApp channel, you can manage all your WhatsApp business conversations alongside emails and other channels directly from your shared inbox. No more jumping

• How do I migrate from zoho mail to Office 365?

  The manual migration of Zoho Mail to Microsoft 365 typically requires using IMAP to move emails and configuring Microsoft Outlook to sync Zoho Mail. This approach can be error-prone, especially if there are multiple accounts or large email archives. Moreover,

• Assign task owner using Deluge

  Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

• 【Zoho CRM】アナリティクスタブのグラフに関するアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からアナリティクスタブのアップデート を紹介します。 今回のアップデート内容： アナリティクスタブ内で作成したグラフの特定の項目に、任意のカテゴリー追加をすることでデータのグループ化が可能になりました。 以下2つの項目について、カテゴリーを作成することができます。 選択リスト項目 数値項目（通貨、数値、長整数、小数、パーセント、数式、ロールアップサマリー） 項目ごとに作成手順を紹介します。

• Zoho Should Improve Efficiency and User Experience in Zoho Inventory

  We have been using Zoho Inventory extensively, there are several areas where we believe improvements could significantly enhance user experience and efficiency. Below are the specific issues and suggested enhancements: Default Carrier Setting for Shipments:

• Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

  Hello, We’re updating the Authorize.Net integration in Zoho Inventory on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction

• What is the Desk API?

  I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"

• Analyze Business Scenarios?

  Hi All, We are a small museum consultancy that works with small to medium-sized museums on business planning, strategic planning, and museum master planning. We are currently using spreadsheets to do this work. I am imagining analytics that could build

• Campaign email bounces and CRM entries

  Using campaigns.zoho.com and utilizing a sync'd list works fine.  But when emails bounce, they are removed from the campaign side, but there is no way to update the CRM record.    You can see that the email bounced in CRM by looking at campaigns-> member status, but you can not use that field to create a search or any other way in which to update those bad records.    I have a list of several thousand emails, and to update each record that bounces is a nightmare.  There has to be a way to utilize

• Tags When Importing

  My biggest wish right now for making Zoho Notebook easier to work with would be to have the ability to add tags while importing files/clips. This includes using the web clipper, adding web pages with Share on my phone, and adding pages by using Attach.

• I can't send and receieve any email ERROR CODE :550 - 5.7.26

  Hello, I can't receive and send any email for months. I already sent an email to Zoho support but didn't get any response. I attached a screenshot of a message i get always when i tried to send an email. Please help me asap.

• Zoho Email Not Working After Domain Transfer and Nameserver Change

  Dear all, I hope you're all doing well. We recently transferred our domain, which is linked to Zoho, to another hosting provider. As part of the transfer, we updated the nameservers to the new hosting provider's ns1 and ns2. However, after this change,

• Alter a system defined field from a 'single line' into a picklist

  Hello,  I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?

• View tickets

  Is it possible to have 1 person in a organization which can view all tickets of that company? Example: IT Manager of Company X wants to view all tickets of Company X, no other user can see  all tickets of Company X.

• Automatically associate contact with product

  Hello, I created a Real State scenario at CRM where I have property owners that are contacts, and properties that are products. After creating a contact and a product, I associated them. My Desk is integrated with my CRM, and it automatically creates

• Zoho Desk Deluge get tickets info

  When using Deluge, Need to use "tickets" to obtain ticket information. Example : ticketDetails = zoho.desk.getRecordById(XXXXXX,"tickets",ticketId); Is there a way for me to query ticket information while only knowing "ticketNumber"? The "ticket Number"

• Zoho still running very slow

  I have a lead log for my company and creator seems to be running extremely slow still.

• How can I send out edm email without execced the mail limit and got block?

  Hello, What service should I subscribe and pay for?? Thanks Tomuel

• Lost Data

  I never synced it before but now since ir forced me to login... my data is lost. Can I still recover my local data?

• Unable to verify Domain - Exabytes

  Hi, I have obtained a .com.my domain provided by Exabytes, but am unable to verify the domain ownership despite added in both TXT and CNAME as below: TXT - Name: @ ; Value: zoho-verification=zb88785805.zmverify.zoho.com CNAME - NAME: zb88785805 ; Value:

• Forgot password to my notebookd and notes

  Exactly what the title says. I know it sounds dumb since it's my own fault but what can I do? I'm just wondering if we can recover our password or something. I see there's no such feature but it should have right??? This is really frustrating to me because

• Problems with email configuration and slowness in Zoho support.

  I've been having problems configuring emails since yesterday, they responded to me today, I sent a response right away and so far I haven't received a resolution to the problem. Attached are the configuration attempts that were made.

• Ajuda! Não é possível enviar mensagem; Motivo: 554 5.1.8 E-mail enviado bloqueado

  Não estou conseguindo enviar email está aparecendo isso ai amorproprioterapias@amorproprioterapias.com.br

• Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs

  Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API The

• POP/SMTP issues with Gmail client & problem with support

  Hello! I've recently encountered an issue with POP/SMTP synchronization with my Gmail client. After issuing a ticket to Zoho support, the status shows up as "Invalid" and I haven't recieved any kind of reply. So I figured that maybe the community page

• Contatos apagados ainda aparecem

  Olá boa noite eu apaguei os contatos que tinha salvo, porem quando clico em "para" na parte de envio de e-mail, ainda aparece os contatos la e as categorias, que tambeém foram apagadas. como apagar completamente os contatos e as categorias?

• Issue with Receiving Emails After Domain Recovery

  Dear Zoho team My domain recently expired, but I was able to recover it after a period of bidding. While I have reconfigured the domain and can now send and receive emails from newly created addresses, I am unable to receive emails sent to the addresses

• Connected Records are now supported in the latest version of the Bigin app

  Hello all, Connected Records are now supported in the latest version of the Bigin app on all platforms (Android v1.5.9, iOS v1.6.5, and macOS v1.4.4). The age-old challenge of ensuring a seamless flow of information across departments in businesses is

• Workflow sync between zoho books and zoho inventory

  Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development

• How to automatically record Amazon FBA returns on ZOHO?

  Hello, We are currently using the beta version of FBA API with Zoho inventory. How do I ensure credit notes are being automatically being generated against returns on Amazon FBA? Where can I track that?

• Can't download record template as PDF on mobile

  Hi, I used this to download a record template as pdf, it works on desktop but not on mobile: openUrl("https://app.zohocreator.com/" + zoho.loginuser + "/" + zoho.appname + "/record-pdf/Report_Name/" + input.ID,"same window"); Getting a message: "Error

• Is Zoho Forms Signature field eIDAS compliant

  I would like to know if signature field is eIDAS compliant

• How to Record Loan with interest

  I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 

• Can't add Email Alias - AS101 error

  Hi, It won't let me add a alias email address on any of my domains under Admin Console,  User, add alias email address it just says AS101 error, I have never had issues creating an alias address before Please fix this

• Next Page