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 CRM v2.1 deprecation or sunset plans ?

  Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when

• Hide recent projects section?

  Is there a way to hide the recent projects section? It's not that useful to us and never gets looked at, but takes up valuable screen real estate. Can't see an option or any button to close it. Can we do this? If not can it be added? Chris.                  

• project profitability

  I would love to be able to see my costs for non-billable tasks without that impacting my revenue budget. My project budget type is based on project and my billing method is based on staff hours. if I turn on the option to include non-billable hours in

• Move data from any fields or upload files to the attachment section in Deluge.

  LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="

• How to shortlist a lead's open tasks in ascending or descending order, close all open tasks from oldest to newest, and create new tasks using Deluge?

  //LeadId = 4857358000014515001; optionalMp = Map(); optionalMp.put("sort_by","Due_Date"); optionalMp.put("sort_order","asc"); related_tasks = zoho.crm.getRelatedRecords("Tasks","Leads",LeadId,1,200,optionalMp); for each task in related_tasks { // info

• Kaizen #124 - Manipulating Subform using Zoho CRM APIs

  Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will discuss how to manipulate the Subform data using Zoho CRM APIs. Subforms A Subform is a data section embedded in the primary form to collect details related to the

• not able to accept the Invitation

  not able to accept the Invitation

• Credit note

  By mistake I issued credit note in Jan 2025 for the invoice related to Dec 2024. Now I want to delete this credit note but anable to do so. Need help in this

• Announcing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck

  Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just help

• Client script: Can not choose a date field for an onChange field event

  Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

• How I can add customized Invoice

  Hi, I wanna use a customized Invoice, how i can add that

• Need help with KPI Widget on Dashboard

  What I am trying to accomplish seems simple, but I cannot figure it out.  Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date

• Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

  J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

• Zoho Learn - Public Courses

  Hi guys, How can a non Zoho user enroll for a public course? cheers

• [Free Webinar] Building intuitive UI/UX with HTML & ZML in Zoho Creator - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Add Ability to Designate Decision Branches as "Error Branches"

  Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be

• Need to send message to slack channel from zoho people form

  - I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"

• Depreciating the assets in books

  How can I record the depreciation of assets using zoho books? For example, I purchased laptop for 1200 $ and paid it through my bank account. 1000 $ asset gets added under laptop category. I judge the life of laptop as 2 years, which means my laptop value

• Possible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?

  I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"Stage

• Darshan Hiranandani : Feature Request: Allow Uploading Edited Meeting Recordings for Attendees

  Hello everyone, I'm Darshan Hiranandani, wanted to propose a feature that could be useful for meeting organizers. Would it be possible to allow meeting organizers to upload an edited version of the meeting recording? Here’s the use case: many of us tend

• Zoho mail filter Add to WorkDrive doesnt't work

  Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email

• Deleted message in SPAM

  In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

• Emails take up to 14 hours to arrive and often never arrive at all.

  I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

• Real Estate CRM

  How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.

• Emails take up to 14 hours to arrive and often never arrive at all.

  I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

• Bigin & Booking. Associate the appointment with existing customers in bigin.

  I tried to change the stage of the pipeline associated to a existing contact after he book a appointment in Booking. I use flow to create a event in booking when a appointment is done. But.... How can I relate the appointment with the existing contact

• Address Input and Map Functionality Challenges in Zoho: Need Advice

  I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensions

• Two way sync between Bookings and Zoho Mail Calendar

  Is there a way to enable a two-way sync between Bookings and the Zoho Mail Calendar? As far as I know, it is only possible to check conflicts from Bookings and push meetings from Bookings to the Calendar. However, when I press the sync button, appointments

• Can the meeting location be specified by the customer?

  I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where

• Single use booking

  Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How

• Features Req: Service-Specific Calendar And Limit number of bookings per guest

  By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation

• Featured Blog Image Size

  What is the ideal size for the cover/featured image of a Zoho Sites blog? Because all our cover images are getting these black stripes horizontally or on the sides (look images)

• Do I need to migrate to API v7?

  Current workload forces me to ask this question. Even though I know API v7 has better features, I have many previous API calls written in v2 that still function well. Is there any compelling reason (that I may be missing) for me to make time to migrate

• Has anyone implemented OCR functionality as a text input method for the CRM?

  The users in my organisation are used to writing meeting notes using the pen and paper notebook. Asking them to enter those notes into the CRM is a chore and I suspect is a major hurdle for the digitalisation initiative to take off in this organisation.

• How Can I delete accounts or change type of account?

  My accountant has wrongly categorized many accounts as Other Assets instead of Accounts receivable while putting in opening balances. How can I delete an account or recategorize it?

• Subform: Prepopulate Rows using Unique Picklist values on Deal Conversion?

  Upon conversion of a deal, I want to automatically add rows to my subform from my picklist values. I don't want to add all of them but about 15. One row for each unique value. Currently when I convert a deal my sub form looks like this by default. Then

• Unsuscribe, suscribe and tell a friend links not working

  Hello, I'm new to Zoho campaigns. I created and sent a test campaign to myself but on clicking the subscribe, unsubscribe, view in browser ans tell a friend links, i realize none of them leads anywhere. Instead i get the following error:

• Attendance Bulk Import Not working.

  It was working for me from last one year the same format. but now its giving bad request(400). Please help me. resolved this problem.

• Chrome browser issues. Anyone else?

  I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

• Display comma in number field (thousand separator)

  Love Zoho so far!  How can I add comma as thousand separator in number field upon input by user?  This is essential feature when dealing with larger numbers to make readable.  Is there number formatting script for this? For example, change 600000 to 600,000 This link appears to be related to the topic. https://help.zoho.com/portal/en/community/topic/amount-display#2266000001410984

• Next Page