Mailing address validation
Could you not integrate some sort of auto-completion for address fields like City, State and Country? I wouldn't expect to see every city of every country in there but maybe just the ones from North America, which are well documented. It's otherwise very had to keep control on how addresses are entered by every one in the system...
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Help Needed: Displaying Latest Note in Leads List View in Zoho CRM
I am reaching out to seek your expertise on a specific use case in Zoho CRM. My objective is to enhance the visibility of notes associated with leads by displaying the latest note directly within the main table (list view) of the Leads module. Challenge:
Convert Date/Time field to Date only
Hello My previous solution is no longer working. I need to convert a user input Date/Time field to a Date only field. When I convert the field to a string, I loose the numeric properties of the date field. thank you
Auto update title meeting once created
how can this function be used for modules of leads, contacts, and accounts? Like I want to update the meeting title if it's created in any of the above modules Title Eg: lead name or contact name (based on module) | City | Lead Manager | Meeting time
Trying to return today's meetings in Deluge
Hello, Getting an invalid query error for this code: today = zoho.currentdate.toString("yyyy-MM-dd"); info today; todaysmeetings = zoho.crm.searchRecords("Events","(Start_DateTime:starts_with:" + today + ")"); info todaysmeetings; Here is my info log:
Open Url in a custom button
Why is it that the open url in a custom button cant seem to work with the "Same window" parameter. it always open a new window. am i doing something wrong here.. url=" https://crm.zoho.com/crm/EditEntity.do?module=CustomModule1&id=" + currentid; openUrl(url,"Same
How to set reminders in Meetings module using Deluge?
Hi, I'm writing a Deluge function that adds a reminder to a Meetings record, so participants get emailed before the event. I've been using Postman to inspect the contents of the Meetings module, and saw that reminders were formatted like this... "Remind_Participants":
Auto update Currency field depending on Contact Country / Workflow / Custom Function / Whatever
Hi, I wonder if there's anyway to automatically update the contact currency base on the contact country. My sales people always forget to change currency when they convert so I need this to be automatically. Thanks
Batch Processing of Records in Zoho CRM Using Deluge
Hello everyone, I recently faced a challenge with bulk record creation in Zoho CRM, particularly when dealing with large numbers of records. Processing a significant volume of data all at once can lead to performance issues or even errors. To overcome
Workflow - Send template and attach document
I have a file upload field on a custom module. I have a template that I send via a workflow. Is there a way that I can attach the uploaded file to the template before sending it? Moderation Update: A similar case is being discussed in another forum post.
Improvements require in canvas layout
I think there is lot of scope of improvement required in canvas layout in terms of layout adjustment because in most of the cases i have issues in adjusting the layout design for small and high screen sizes. Take a look at the below example Look at the
Associate Zoho Projects With Zoho CRM Help of Deluge
Hello Team, if you wants to connect your Zoho Projects with the Specific Deal, Please follow the code may be it can helps to you. dealId = "4655606000010751004"; //.....Deal ID..... projid = "1688514000000448005"; //.......Project ID........ projname
1 Quote to Multiple Sales Order
Is it Possible to Create a Custom Function in Zoho CRM that allows one Quotation to be associated with multiple sales orders?
Bid Date and other info in Quote module to Calendar
We are at the professional subscription plan. #1 What we are interested in doing is when we enter the bid date for a quote in the quotes module, we want that date to automatically be entered as an event into our calendar in Zoho with other fields, e.g.
I have a query about zoho crm
i found "Failed to execute function UnParsable date Line Number:29"this type of error due to my date time field data = zoho.crm.getRecordById("ticket_reservations",6319382000000936046); // info data; creator_ID = data.get("id"); ticketName = data.get("Name");
Parse words in a string
I need to parse out the individual words in a string using deluge script custom function, but can't figure out how this can be done. For example, I need to get "555", "234" and "5678" from the string "(555) 234-5678". Can you assist? Oliver
Copy one field to another in the deals module
Hello - I am trying to do something that is really simple, but I am completely stuck on how to do it. Since Zoho CRM does not allow you to create a formula field that gets a value from another formula field, I have created a dummy field to hold the value
Is it possible to create a template to incorporate data in a custom module
I have created a module for application briefs/use cases with our system. I wanted to pull the data into a template to print or to send to prospects. I tried to do mail merge or inventory templates, but it doesn't allow me to access my new customer module. It will allow access to the module for an email template. Thanks,
trying to update data with deluge function
I'm trying to update a field trough a workflow with the following script. This script works fine as long as i use "save and execute" but as soon as I'm trying to use it in a workflow I get the following error: Data type of the argument of the function
Making calls/ receiving calls to personal phone?
Hello, just started using zoho recently and loving it so far. Just looking for a suggestion from someone who has experience with setting up the calling, this is what I need: - Making calls from zoho CRM dashboard (desktop computer) - Receiving calls,
Filter with zoho.crm.getRecords or zoho.crm.searchRecords
Good afternoon, I am trying to create a filter using fields within the "Events" module. Is this possible? I am using the following code: zoho.crm.getRecords("Events", 1, 200, ("This is where the query using the field would go")). If this is not possible,
How to send email with invoice PDF attachement in Zoho CRM Deluge?
// I am creating the invoice here response = zoho.crm.createRecord("Invoices",values); // trying to get the PDF version fileUrl = "https://www.zohoapis.eu/crm/v3/invoices/" + response.get("id") + "/pdf"; invoiceFile = invokeUrl(fileUrl,"GET").toFile("Test.html");
Current Stage Duration
Hi, 1) I need a report that shows how long deals have been sitting in their current stage. So if a deal was moved into the current stage 5 days ago, I want it to show stage duration of 5 days. The stage duration is currently blank for current stages
If checkbox is ticked, make file upload in the Attachments section mandatory
Hi there, I was wondering if it is possible to make a file upload in the Attachments section of an Account record mandatory after the user has ticked a specific checkbox in the very same Account record. I would like the user to be drawn to that section
Client Script Event onTagChanged
Hello, I'm attempting to use the Client Script Event onTagChanged on a custom module canvas detail page. The odd thing is that the client script only triggers when we remove all tags vs. add one, or add another to an existing one on a record. The code
Require freelancer for CRM customisation
Hi, I am looking for a freelance Zoho CRM developer to customise it for our organisation. And integrate it with couple of other Softwares we use. Prefer people from Mumbai or Vapi area. I can be directly contacted on rrahul@akar.co.in Regards Rrahul Hansuka
Custom integration of Zoho CRM and Zoho Projects with Zoho Flow
We have a particular use case where I need a personalization of integrating Zoho CRM and Zoho Projects via Zoho Flow The main idea is we have 3 Custom Modules in CRM that when created in CRM should create their replica in Zoho Projects. While being solved
Passing information from CRM module to ZohoBooks platform
Hi there, I use the native quote, sales order, and invoice modules within the Zoho CRM application. I need to pass that information off to the ZohoBooks application's invoicing module. However it doesn't appear the two systems talk to each other. The "integration" they have currently is a seperate "zoho finance" tab within the CRM that can't talk to any of the native CRM moduies to pull their information (sales order details, invoice details, etc) and appears to be just by a skin/input area to create
Workflow field updates to clear value?
I have a date field that I want to clear when a workflow rule is triggered. When I create the field update, I just leave the value blank for the field blank but get an error saying a value is required. Is there an argument or special variable I could
Zoho CRM call custom function from another custom function
Hi, is it possible to call a custom function from within another custom function in Zoho CRM. This way you can have smaller and reusable functions. Thank you.
Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the
Module Search is Overcomplicated
The module search bar is near useless to me. The amount of parameters I need to fill in and check off is aggravating, and usually end up yielding no results because I made a minor mistake. I could see if I had 10's of thousands of contacts wanting to
Replace Case Subject with Case Number
Hello, I've been trying to create a function that replaces the content of Case Subject with a Prefix+System Case Number as soon as the case is created. Still new to Deluge and having issues with function programming. Any Deluge guru's help would be
Auto Field Population
I'm trying to automatically populate certain fields when another field gets populated. We have a service module that contains a customer number field. What I'm trying to do is once that field is populated I need other fields automatically populated. That
Mass Update Contact Owner with Account Owner
We somehow managed to have a situation where we have many Contacts whose owner is different than the linked Account's Owner. I've been searching for an easy way to force a full cascade of all our Accounts' Owner values to replicate down to all Linked Contacts' Owner values. From my research it appears this can only be done with either a deluge script of by building a creator app. Is that correct? If so, can someone kindly supply a script to accomplish this? And explain how to execute said script
Trying to count number of records meeting certain criteria and write integer to custom field
I would like to count the number of records in "module1" meeting a certain set of criteria, then take that number of records and write to a custom field on "module2". Something along the lines of : SELECT * from module1 WHERE module1.phase = module2.phase
Sending email to Lead owners about the leads at the EOD
I have tried creating a piece a code in which i need to send the lead count to the respective owners for the leads that are created today at the EOD. I am not able to retrieve all the leads as it is just showing one lead for each user even if there are
Trying to calculate days since Stage changed
Hello, trying to calculate days since stage changed so we can display on Listview and Kanban. This is for the Deals module, which we renamed to Jobs. I first made an automation rule that edited a "Current Stage Date" field anytime we changed stage. That
PDF.co API for Word to PDF Conversion and Parsing
Hello, I am posting this topic here because the developer community has been so helpful in the past. We have been attempting to work with PDF.co to get an answer on some issues we're having, but there must be a time zone delay, and there's just been a
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