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

• Tracking leads through the sales process

  Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a

• Subform Auto-populate based on Main Form Drop Down

  Zoho CRM. I have a drop down named ''number of items'' which ranges from 1-100. Below that I have a subform with 18 fields. Here is an example of what I need for this section: Number of items: 10 Subform (all 18 fields) show up 10 times Number of items:

• Project profitability

  It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.

• How to add a record for a different report

  I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

• Location Lookup

  Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John

• Tropicalize Books

  Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

• Automation#20 : Auto-Add Ticket Tags based on Keywords

  Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

• Zoho developer edition does not work for us

  Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

• Cloud to cloud folder migration from Sharepoint to Workdrive

  I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder

• Zoho One Trial Version

  I am in a trial period using Zoho One in my business. I have a question about what happens to the information when the trial version expires? Does the information stay in my account? Do I have to delete the information before the trial version expires

• Getting 401 Unauthorized while creating Ticket

  I'm getting 401 UnAuthorized  when I try to create a ticket using the Zoho Desk API. I am using using  OAuth2.0 for getting access token and generated accesstoken and used Desk.tickets.ALL as a SCOPE . Kindly help me to resolve this issue while creating

• Ticket Views: filter criteria -> dynamic date values in relation to the current date

  Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

• Link Images to a Excel Report

  When I export to a spreadsheet. How do I get it to create a link that goes to my image. Right now it shows up in Excel as: /sharedBy/appLinkName/viewLinkName/fieldName/image/1510098844838_Image_07-Nov-2017_18_54_03.jpg

• Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

  In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

• dataprep connection with databridge

  Hi i have tried con connet using you r data bridge before an database on analitycs and today im'trineg to confirgure anoter conenction trouht datbridge application . bu unfortunately i cant connect to anyting. i don't revice any errors or any infiormationa

• Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

  Hello. My domain was renewed recently and since it came back online I've been having this issue. Read it here that I need to verify it again with Zoho. How can I proceed to this verification? Thanks!

• Projectic Specific Calendar Dates

  We are trying to create a project request form. One of the first fields is a multiple choice field that requests the user to select the type of project they are requesting. We are wanting to have a calendar view that changes the allowable dates to be

• Set another Layout as Standard

  We created a few layouts and we want to set another one to standard:

• Values in multi pick list are not copied to copied deal

  Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

• "We’ve fine-tuned Zoho Inventory..."

  Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?

• Default Sort Order in Project Tasks View

  It should be possible to specify a default sort order (or have the last explicit sort order restored upon reload) for the tasks in the project tasks view. Currently the sort order must be manually re-selected for each sub-group whenever any changes are

• How to query for Deals record based on Pipeline?

  I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid

• Status properties

  Hello, I created a new status called "Hold", but I want Zoho to recognize that when a project is on "Hold" the tasks will not appear as open and the deadlines will not show as delinquent. Basically, freezing the project until it's ready to start up again.

• Need to change author's name in blog post

  My colleague wrote a blog post for our blog but when I put it on our site, the author's name automatically populated as mine. I contacted ZohoSupport and was told to change the Nickname in my profile. Well, I did and then ALL the blog posts were listed as being written by my colleague! Is there any way to simply change one blog post with the correct author's name?

• What do the Image Sizes mean in Zoho CRM Email Templates?

  Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"

• How do I cap employee leave accrual

  HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!

• Marketing Automation : Adding to existing Lead Score

  I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds

• Option to specify or disable "Idle" times in preferences

  It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.

• Is there a Kanban view of Tasks across all Projects?

  As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

• Stock Count - Does it really work?

  We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems

• Working with keywords

  Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore

• Need warehouse listed on packing slips

  We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?

• CRM Calendar Sync Not Working

  I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any

• Amazon.in FBA multiple warehouse integration with Zoho Inventory

  My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

• A recap of Zoho Sprints 2024

• Zoho Form linked to an external OneDrive Account

  HI Can you connect to an external users OneDrive account from Zoho forms that is not a user in Zoho? I have a form that is shared externally where a sub contractor needs to receive info (including pictures) to their OneDrive account. When I try to connect

• Pushing Data from One CRM account to another.

  We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?

• subscription cancellation

  Hi Does anyone know what one has to do in order to cancel the monthly membership subscription as it is not abundantly clear anywhere. Customer service does not pick up calls and the call back service hasn't returned my calls either Many thanks

• SendMail in CRM Deluge function rejects a validated email address

  In a CRM Deluge function, the email address is considered invalid. Is there another method by which it can be validated? It's unacceptable in my current situation to use either the zoho.loginuserid or adminuserid as the From address.

• Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs

  Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer

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