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

• 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

• Darshan Hiranandani : Zoho Meetings Outlook Plugin Authentication Issue - Error When Signing In

  Hello Zoho team, I'm Darshan Hiranandani, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the past two weeks. Here’s what happens: When we try to sign in through the plugin, it redirects us to the authentication webpage. After successfully

• unable to import transactions into zoho books

  I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.

• Incorrect Device Time

  Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?

• Would like to set up the rule to auto close the ticket

  Hi, i would like to set up rule if ticket body, descrion contain text:”from: DE-2”. Postal code which start with DE -2 should be closed. Is there any symbol to replace all five digits or how to do it? Thanks.

• Assistance Needed: Employee Not Receiving Zoho Form Email Invite

  Dear Zoho Team, I hope this email finds you well. I am reaching out to seek assistance with an issue we are facing on Zoho Forms. We recently added a new employee to Zoho Forms, but she has not received the email invite. Despite resending the invite multiple

• "Customise Content" option not showing for drafts or "edit as new"

  Could you please fix the bug that's causing this? If I start a post, then save it as a draft, I lose the ability to customize content for each channel on that post -- the button just doesn't show up when I go back in to edit an existing draft. Same happens

• Recipient accidentally added to ticket?

  One of my users copied email text from a client into the description of a new ticket. The ticket was intended to be for internal use only, so imagine our surprise when he received an email notification, replied, and his reply was added to the ticket!

• How to link to/displaya png stored in workdrive in a Creator HTML snippet?

  How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as

• Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

  Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and

• Zoho Advanced Session audit is hogging RAM

  Hi! I've been noticing an issue with Zoho Unattended where it occasionally takes up a lot of the RAM on our computers. It's causing issues for me on PCs that are alreayd low on RAM. Does Advanced Audit have to be disabled for our entire organization to

• Issue with Blueprints in Zoho Desk

  Hello, I’m experiencing an issue with Blueprints in Zoho Desk. I have some Blueprints that haven't been modified since July 28, 2023, but they suddenly started having issues. In some cases, it’s not possible to move to the next stage; when clicking the

• WHMCS Integration

  Hello, I was hoping that someone might be able to help me with this one. We use Zoho Desk for support tickets for a couple of companies. One of them uses WHMCS for client billing, payments etc. One area of WHMCS that we do not wish to use is the in-built

• INVALID_OAUTHTOKEN using Self Client Access Token (Android)

  Hi, I using the Zoho Android Demo app to try to evaluate Zoho Assist. https://github.com/zoho/Assist-Customer-Android-SDK-Demo I am successfully able to get an access token by POSTing the generated code from Self Client via POSTMAN. scope = ZohoAssist.sessionapi.ALL

• Reorder Point trigger for custom action

  Is there a way to trigger workflows when stock on hand reaches an item's Reorder Point? Requirement: When stock on hand for an item reaches the reorder point, a Purchase Order is created with the concerned item in it, and its quantity is based on a custom

• Introducing a Refreshed Design To Enhance Your Zoho Books Experience

  Hello users, We are excited to bring a refreshed design along with enhancements to the user interface in Zoho Books. You might have already noticed the new color themes with redesigned icons in your Zoho Books organization. Here’s everything you’d want

• HOW CAN I ADD A PDF OR ANY FILE DOCUMENTO ON A CELL FROM MI C: DRIVE PC WITHOUT A WEB STORAGE LINK

  I want to add a PDF file reports on a ZohoSheet Cell but i dont know how. I can add images but not files. Can you help me? Thanks a lot.

• Where can I find my documents

  I am evaluating solutions to store text documents. I once created one text document on zoho and worked on it. I came back to zoho a few weeks later. Impossible to find it again. Is there a web page containing my documents or my folders? How can I retrieve

• way to change the interface language (e.g. to English) in the whole Zoho One ecosystem at once

  Hi everyone. I had a need to create a new Zoho One account for a new company. However, since I did it from Germany, I have defaulted to German language in Zoho One interface (in all apps). Can you please tell me if there is a way to change the interface

• Holidays and celebrations: Unveiling SalesIQ's seasonal theme!

  The holiday season is upon us, and we are feeling all the more merrier at SalesIQ while we unveil this seasonal update. Get ready to sprinkle some holiday magic onto your websites with SalesIQ's new seasonal theme. This new festive theme will provide

• Allocate emails to user in a shared mailbox

  Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

• Function not working if more then 1 Record is selected

  Hi there! I have a function like this: string button.PCS_TempDruck_Rechnungen(string Modul, int ID) { //Do some stuff here return "finish" } I linked this function to a button in the List View and Mass/Multi-Action of the Quote Module. Arguments: Module

• Assistance with Setting Default Values for Zoho Chat Custom Fields

  I am currently using the Zoho Chat JavaScript API to successfully add custom fields to the chat interface. While the implementation of these fields has been smooth, I am now looking to set default values for these custom fields. However, I couldn't find

• Unable to delete Junk Lead and Not Qualified from the Lead Status field

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• Customer Happiness not clickable when using API

  Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink

• Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

  Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

• Email Alerts for New Audit Log Entries in Zoho Desk

  Dear Zoho Desk Team, The Audit Log feature in Zoho Desk is a fantastic tool for tracking changes and ensuring transparency in the helpdesk. However, to make this tool even more effective, I’d like to request an enhancement. Currently, there is no option

• Free user licenses across all Portal user types

  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

• Length of Call

  Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!

• Tip #10: Automatically add tags to Zoho CRM records using form responses

  You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

• Using AVG in SQL Query

  My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

• OAuth with Bubble.io API Connector does not work although it is working in Postman

  Hi, I am new to API programming but have successfully connected Google and Asana with the Bubble.io API connector. Also I have setup Postman and can access Zoho APIs successfully e.g. Projects. Scope used is: ZohoProjects.tasks.CREATE ZohoProjects.tasks.READ

• Foreign Currency Bank Account

  I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks

• The email address you have entered belongs to a different deployment/region.

  Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

• Notes from Custom Modules linked to Account Modules

  The way our ZOHO CRM is set up at the moment, whenever a note is entered under a Task or Event the note is visible under both the Task or Event as well as in the notes section under the Account the Task or Event is associated or related to. I have a couple

• UI / UX Suggestion: Allow Users to Set Colors of Flow Steps

  For those of us who set up complex Flows, it would be nice to be able to color-code different paths / branches for easier future interpretation or troubleshooting. This could take a variety of forms, either highlighting the textual name of the step or

• Storage Space Issue

  I made a few Header templates in the CRM email that adds some fields ( 2 fields to be exact ) to the subject line, however I ran out of "storage Space" when I need to add it to 3 more members of my team. How do I solve this ? If I need to upgrade , which

• Server responds internal server error when requesting token

  I am trying to request for token through this url https://accounts.zoho.com/oauth/v2/token I use postman to do this, but everytime I send a request it gives me a 500 response with no messages in it. Below is the screenshot of what i am trying to do. PLease

• Task Timer is missing

  Hi, new here to Zoho... just discovered it yesterday and it looks like a really excellent application!! I signed up but seem to have actually lost some functionality since I did ?!  The handy little way to update your timesheets by mousing over the task and clicking on the green clock is no longer there for me.  I am talking about what is described in this post: http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000027532# Now the green clock icon does not appear. 

• Chronicles of 2024: The Year in Retrospect

  As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features

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