Create a event and make it related to custom module
Hi Zoho Experts, I am having an issue that I am hoping for a soultion too. What I am trying do: Create an event using a workflow on Status that runs a deluge script (Below) that adds a event to the assigned user in their calendar. When creating the event I would like to add the Related To field and The ID of Custom Module in the event. I am using a custom module (Service Request) that has start and end time fields. Problem: The script below works great at creating the event by does not set the
Formatting Address Field as Import from multiple webhooks ? (Street = "st" "st." "street" )
Hi there, I am not good with coding so I am hoping a fellow community member or coder at Zoho to help with this. Our CRM leads are mainly dealing with address(s) as the main way of filtering through leads, and for webhooks to check if Lead already exists
Update Owner email field on import
We've developed a workflow which will send out an email after 10 minutes, based on 2 emails on the record. One is the client email, the other is the owner email. The Owner gets assigned based off a Function that triggers on import, which happens before
Request to add an easier way to delete CRM Module List Views (Public or User Created)
I would like to request an easier way to mass delete CRM Module List Views that are not needed or used anymore. Our organization is large and User Created List Views become dated or reference to something we do not need anymore. Currently the only way
Customize Pipeline Stages
How can I customize my pipeline stages; change the name and probability % associated with it?
Integrate ZOHO with Contact form 7
I have seen a thread where this is discussed, but no solution is clearly posted. I am presently using the Contact Form 7 plugin on my Wordpress website. My client has just started using ZOHO. I need a way to populate my contact form 7 data to Zoho leads. Can someone please provide a solution to doing this? Thank you in advance.
Link Leads to matching Account records
My organization has a complex sales process that almost always involves outreach to multiple Contacts within an Account. Our sales cycle is also long and often new Leads are generated from Accounts that our sales team is actively engaged with (Leads in
Assistance with copying date value from Account Record
Hello: Last year I requested assistance in copying a date value from the Deal record to the Account record and this group was super helpful in giving me a function to use. Now, as I'm trying to copy a date from the Account record to the Deal using the
Function OAUTH_SCOPE_MISMATCH error
Hi! I'm trying to connect to a Zoho Function via OAuth and am having trouble. Via the Zoho My Functions interface I made sure that the function has OAuth turned on and copied that URL for my Postman request. Using the same flow I successfully use for
Update a lead on an existing Deal
Our DEALS module allows an existing account or existing lead to be added. Often times we work a deal with a lead. I would like to be able to update the deal to show that the lead has been converted to an account. Example at the time a lead is converted
How to create an account from a contact automatically
Hello, We have our website with forms, so all the contacts are created automatically in our Zoho CRM. We want to manage the contacts by territory, so we need a custom function to create accounts automatically from all the contacts received, as territories only work from accounts and not from contacts. Thank you.
update a multi-select field
Hi everyone, I am trying to upate the value of a multi select field (with one of the option existing), but I am unable to do so. Running : "updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Financement2":"Achat"}); where Financement2 is the multiselect field and Achat on of its value but got an error : {"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Financement2"},"message":"invalid data","status":"error"} Can anyone help me? Thanks in advance.
Being not able to assign a contact to multiple account in CRM
Dear Zoho Team and Member, I have started to Zoho 6 months ago with my 10 employees. I spent more than +600 hours to build up the modules inside Zoho one. There is one thing which ı clearly do not understand. We are not able to associate a contact to
Multiple Criteria in COQL WHERE Clause
Hello all, I'm having issues learning how to properly use the Where clause in COQL. If I have a query like this.. clientSearchMap = Map(); clientSearchMap.put("select_query","select id from Contacts where Account_Name = '" + accountId + "' and Relationship_to_Household
How to add a function to delete records.
Hello, I'm trying to make a function to a delete record after a field is updated to a certain response. What I have is the Leads, with a field called Prospective Student Status; and when it's response is Accepted, a duplicate record is created in the
Banging my head trying to parse XML
Hi I am trying to parse an XML in ZOHO CRM. I was able to add a field for the XML to be uploaded so it can be parsed later So far I am able to get the file data just fine, and even to get to the important node of the XML (it's embedded with CDATA) But
How to Cancel Scheduled Call using API
I can schedule calls without a problem for a lead using API. But when we try to cancel all the scheduled/overdue calls for a lead via API, it does not work. Here is our existing script: void Closecalls(int moduleId) { relatedTask = zoho.crm.getRelatedRecords("Calls","Leads",moduleId);
Custom Function To Auto Assign A Task Template to Request
Hello, I'm new to custom functions and attempting to write a custom function that looks at the "request type" assigned to a new request and automatically assigns a specific task template that has been created. Request Type = PIT Training/Certification
Deal to Closed Won when Invoice Paid
How would I create a custom function so that when an Invoice is paid in Zoho Billing the associated deal is marked as Closed Won?
Function to copy a Formula(Date) field into a regular Date field?
Hi everyone! I've written a formula to determine a certain Date, but it doesn't get recognized by a workflow. I'm wondering how to write a function that would copy that date into a regular date field that I could then use.
Deals not showing up in Module picklist on new Webform
As the subject says, I cannot select a Deal object from which to build a webform? I am the administrator... I don't understand why the Deal object would be hidden from selection here. See screenshot.
Map Fields from Accounts Module to Contacts Module via Custom Function
Hi Zoho Community, I need a Code Snippet please because my Deluge skills are pretty poor..... I have the following Fields in Accounts module. FBA Cashback Amazon Repricing eBay Repricing Buy Box Booster Nachfrage Optimierung The API Names are FBA_Cashback
How tto create a module "Deal Contacts" similar to the Contacts module and assign it to the Contact Roles section in Deals in place of "Contact" Modules?
Hi, Given the operational structure of our business, once a deal advances to the Closed & Won stage, our contacts associated with that deal become inactive. To accommodate this, we propose implementing a duplicate module, tentatively named "Deal Contacts,"
Assistance with function - Returns Null when Field is not Null
Hello: I am trying to copy a value from our Sales Order module to our Deals module. I have been trying to use a function that Zoho Support provided to me for transferring values from our Deals to our Account module but it's not working. When I use this
Automatically add & copy Tag from Company to Contact(s)
Finally convinced everyone to embrace Tags for all our Companies and Contacts. Great way to filter and identify everything without the need to create new fields. Is there a way to automatically add the Tag or Tags applied on a Company record, to the related
Today's Date as a String
Perhaps I'm not understanding something basic. I'm intending to output today's date as a string in a set format. Using the today function: info today.toString(“MM/DD/YYYY”); Today being March 13th, I'm expecting the output to be 3/13/2024. Instead it
custom number code quotation
hello, i want to create field in module quotes like this, "0069/GIT/PRS/XII/2023" 0069 generates the number, this iteration when we create a new quote, but every time the month or year changes the number returns to 1 GIT is the Business Unit get from
Execute a function as a specific user or by the system
Hi, is it possible to execute a function in Zoho CRM as a specific user or by the "system". The use case is the following: I want to restrict certain manual inputs by the user but still allow the user to perform certain tasks by clicking on a custom button
Auto populate event from lead info
We are looking to populate the event fields with info from the Lead whenever we create a new event. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = Lead Name + City Location
How to clear all Tags from Account via Deluge
Hello, I created a function to read the status of an Account's Related List items, and then add a Tag to the Account's pre-existing Tags based on those statuses. When those items' statuses go to status terminated, I need the Account's tag to go away,
Automatically assign Contact Roles to Deals when created?
I wish to automatically assign the same contact as a Contact Role (and the same Role Name) to ALL converted when the deal is converted from a lead to a deal. Would I use a Workflow Rule? If so, how do I do this? For Example: The contact I would assign
Updating Values in a Specific Subform Row - Cont'd & Expanded
Hi There, I followed and appreciated the responses posted to a question asked by another user, here. https://help.zoho.com/portal/en/community/topic/update-values-in-specific-rows-of-subform-via-deluge I am somewhat new to Deluge and having a little trouble
Custom Function Error Handling
Why don't custom functions have error handling? We have a custom function attached to a button that uses sendmail. If this function fails, it fails silently! It would appear that these failures are not recorded anywhere. It also appears that it's not
Custom Function > Get the right Modified By
Hello, We have a custom function to automatically rename a potential when we save it. The problem is that for all potential, the modified by field is field with "xxx" because xxx is the person who have written the function. And therefore, we do not know
Getting current user Id
Hello, everybody! I want to set the login (current) user as a potential owner. I'm trying to do this with the custom function. Please help me with this task. I now that I have to update field "SMOWNERID" to current user Id, but I can't understand how to get ID. I tried to use system variables zoho.loginuser and zoho.loginuser but none of them doesn't return the ID.
Zoho Finance Limitations 2.0 #2: Users can't email from their own email account. Workaround option available but not scalable
It's standard practice for CRM users to email quotes (native CRM) from their email account (we use IMAP integration with gApps). Within the Zoho Finance module this is not possible. You must add each approved email from books setup each template for that
Workflow rules based on "X" amount of time since Last Activity
I feel like I have tried every which way to create workflow rules based on an amount of time since last activity, last call or length in certain status but have come up empty. The scheduled workflow rules and scheduled actions seem very limited to static
Keep getting the same error in a function.
When executing the code below, i get this error message, adding line 4 didn't seem the solution. Any tips? We look up contacts from the Accounts tab. Code is working fine, but keeps on giving errors in the form. contact = zoho.crm.getRecordById("Accounts",aid);
Best practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here. Different scenarios: Scenario 1: We sell software to client 1 and he pays for a yearly subscription. We sell the same software as above to client 2 but he pays monthly or maybe even quarterly. So the
Need help with script - Event to Deal
Hi, I'm trying to create a script that is supposed to do the following: If an "Event" is related to a "Deal“ and the "Stage“ = "Targeted“ → set Stage to "Scheduled“ can someone help me with a function (as part of an automation that will be triggered when
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