How to get Stage Name in Stage History Related List
Hi Team - I am running a getRelatedRecords in Deal Stage History. When I info it, stage has IDs instead of stage name. How can I convert those Stage IDs to Stage Names or vice versa. See sample response when I do info: Info {"$duration_days":null,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:35+08:00","modified_by":{"name":"Josef Carlo Velina","id":"3983363000000211013"},"Stage":"3983363000002803083","id":"3983363000028094252","Close_Date":"2020-01-20"},{"$duration_days":0,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:31+08:00","modified_by":{"name":"Josef
Running Custom Function in Workflow Rules
If I am running a custom function in workflow rules and it asks me for input for the deal ID when I click save and execute. But when I click save it says successful. How can I get it to give me all the records? I'm trying to create records from deals
"Public - No Access" Data Sharing Setting
Would it be possible to add a Data Share Setting level between private (where the record does not even appear in the module view) and public read only (where everyone has the ability to access and read every detail from the record)? I want everyone to
fail to trigger deluge
Hi , I am setting up whenever PO is deleted, then trigger the below workflow. But it doesn't work. Could you please have a look at my rules? stock_record_list = zoho.crm.getRelatedRecords("Stock_Record","Purchase_Orders",POID); //alist = List(); for each
Sidebar Navigation for Module Sections
Using the Sidebar is a great Navigation tool for users when the data they need to access is stored in several Related Modules and associated using Related Module Lookups. However, if all of the data that users need to access is stored within a Single
Assistance on CRM formula required
I have two queries on formula... 1 - I am trying to calculate two fields based on a checkbox and get a syntax error message. The formula is: If the check box is true then add field 1 and field 2. 2 - I need to calculate a ratio based on a pick list response.
Custom Formula Field for a Mark up/Margin in products?
Hi Can anybody help. I am looking to add a formula or something similar to my products catagory. If I have my cost price(which is known) am I able to add a field that will automatically workout the Unit price of the Same product with a Mark up/Margin
Mapping Contact Custom Field to Lead Custom Field
Hi all Please can you help with a Zoho CRM question. I would like to add functionality which will update a field for a record in the lead module when a value is updated in a record in the contacts module. So they both show the same value. The result I
Deluge function help
I am rather new to deluge and trying to write a function. I have a form in Creator called BoM that I use as a related list in my Deals module. Within the form is the field Deal_Name (integration with CRM Deals module) and subforms containing products
Custom Map View Button Function
In the list view of the leads module, there is a Map View button, which allows the entire list to be mapped out in RouteIQ. While this is handy, sometimes I only want to see a handful of select records. Is there a function that can be written for a custom
Assign contact based on email?
Hello. In Deals Module each deal has its own unique field named "Deal Email". Im looking for a way to search and find the same emails in "Contacts" and if "Deal email" and "Contact email" is a match, then I want the contact to be added as a "Contact"
SEND MAIL ISSUE
ZOHO CRM - CUSTOM FUNCTION - SEND MAIL When sending mail with the custom function in zoho crm - mails are not always sent. It sends email ONLY through the zoho deluge mail server and I cant even know through script if mail is sent!! On gmail mainly mails are not sent at all... we added a bcc and to check if mails are sent. However in SEND MAIL function you can use a template and this send email through your custom mail server but the issue here is that you are completely limited in the way to design
How to Create Recurring Meetings using deluge Script
How to Create Recurring Meetings using deluge Script
Subforms and Multi-Select Lookup Fields
Hello everyone! In your experience, what is the best way get the data from a subform (only 1 column) and put it in a multi-select lookup field? Thank you!
Ability to build Zoho CRM blueprint transition journey report
There must be some option in crm to build a analytic reporting based on the blueprint transition time. Like as a manager or head of the department i want to know how much time my sales representative is taking in moving the deal from one transition (hot
Help in structuring a process
Hello, I would like some guidance about how to set up and track a relationship-building process on Zoho CRM. Here's an example: - I have three relationship stages: Meet, Connect, Invite. - Each of those has different values to that can be attributed to
Filtering Postcode/Zip Code by "does not start with"
Hi Devs, A simple request, please. When filtering by postcode/zip code in Zoho CRM Company Module, I can filter by "starts with," but I can't filter by "does not start with". How to difficult would it be for you to add filtering by "does not start with"
Auto-Number generation based upon value from a Pick-List option
Hi everyone, I am hoping someone a little smarter than I can assist. My company is moving to Zoho and so far it is great! We have renamed the "Accounts" module to "Organisations." There are two types of organisations - Prospects and Customers. This is selected/defined from a Pick-List form. I am trying to achieve that every customer is assigned a unique "Customer Account Number" based on an Auto-Number field. If i put the field in the layout, it generates every organisation a number. Is there way
How to sort leads based on Lead Status?
I used to be able to sort the leads in my sales module based on the Lead Status, but several months ago the sort function became messed up. Previously, new leads with a blank Lead Status would be at the top of the page, then Lead Status with a number
Convert button for Custom modules
Hi there. I'm in the process of setting up our CRM from scratch and redesigning all of the modules. Currently I'm working on the front end and 3 modules in particular - Leads (CustomModule1) Customers (Renamed from Accounts) Contacts (CustomModule2) Initial
can help me ?
Failed to save the function Variable 'LeadsID' is not defined___ module = zoho.crm.getRecordById("Leads", input.LeadsID.toLong()); createMap = map(); createMap.put("Name", ifnull(module.get("Name"),"")); createMap.put("Owner", ifnull(module.get("Owner"),"").get("id"));
Changing "City" standard field from Single Line to Pick List
Is there a way to change the "City" standard field from a single line to a Pick List. For example, I have a list of Cities that I want my staff to pick from, instead of entering the infomation manually. So Pick List would be the most appropriate to do
Update date/time field with current time on page load.
Is it possible to auto-update a date/time field with the current date when a page is loaded, using a client script? The reason for my question is that I want to calculate the number of hours that have passed since the last modification of the record.
Loop through list backwards
Hi there. Is there any way to loop through a deluge list backwards?? Regards Jo
Donations
I work for a charity and would like to keep track of donations linked to either contacts or accounts (organizations). I am assuming (but am not sure) that the best way to track donations would be as closed won opportunities? If so is there a way to view
Calculate Age by Current Year Deluge
# Tips of the day Calculate the Age from the current year Birthday = "10-Jan-2006".toDate(); age = zoho.currentdate.getYear() - Birthday.getYear(); if(age >= 18) { info "Approve"; } else { info "Under Age"; }
Automatically assign "Account" to custom module record's related list item field
I have a custom module that contains records that have been added/updated via import. (SkyVia) When the records are added or updated i'd like the Assigned account to be updated on the record. Right now this is manually assigned by staff. We are using a linking module as well. Accounts module is the parent Keys module contains the records that are added / updated The relationship is one account to many keys. Which may remain with the account for life or occasionaly be reassigned on update to another
Deluge Code to Create A Purchase Order from Sales Order via Button
Hello community, I need a Deluge code to create a Purchase Order from Sales Order. I want to use a Button for this, so when we hit the button, the PO is created and fields are mapped and the PO is linked to the Sales Order and the Deal. I would be extremely
WP Contact Form 7 to Zoho CRM (Attribution0
Hi, is there a way to capture UTMs from Contact Form 7 to Zoho CRM so we can attribute leads coming from paid ads? Appreciate the advice, thank you!
How to string together multiple if functions in a CRM formula field?
I am trying to base my cost multiplier on which manufacturer the product is coming from. Here is the function I am using. If(${Products.Manufacturer}=='U.S. Cabinet Depot',.23,if(${Products.Manufacturer}=='Impress',.22,1)) Is this possible in a Zoho function
Delete fields
Hello, I'd like to know if it's possible to delete some fields in the module "Lead" and the module "Contact" Thanks, Candice
Contact Module Tags
How do I delete a number of old and/or bad tags from the list of available tags? Also, what is the easiest way to pull a report based upon a certain Tag designation? Thanks.
Business Messaging Telegram needed
Nowadays Whatsapp as the only choice for the Business Messaging option it's simply NOT enough, we need to offer to our customers the option to get information using Telegram messaging platform too. Is there any plan to build an integration?
Here is a simple wrapper function to Tag a CRM record for you to use.
I sometimes need to conditionally tag a record when debugging my Deluge code. Here is a simple "wrapper'-style function, that saves a few lines of code (which makes long chunks of code easier to read). tag1 = Map(); tag1.put("name",tag_name); tags_list
Writing to a multiselect user field
Hi, Just wondering if anyone can provide advice about how to write to a multiselect user lookup field. I've tried a number of approaches but none work. I'm fairly new to Deluge, so would be grateful for any advice. This is a long post, so I really appreciate
Formula Help - Only Getting "0"
In my CRM, I have created 4 fields that should calculate based on the FFL Number. However, they're only producing "0" each time. What have I done wrong? They're all set to return a String. FFL Exp Month Formula: If((Substring(${FFL Details 2.FFL Number},10,1))=='A','January',(If((Substring(${FFL
COQL Query, trying to add GROUP BY and SUM
hello I play with coql, works good this my code and the return json (excerpt) queryMap = Map(); queryMap.put("select_query","select el_quote_date, Grand_Total, Contact_Name, Created_By from Quotes where Created_Time between '" + before + "' and '" + cur
Updating field in zoho crm when document is completed in zoho sign
Hello I want to update date in zoho crm, deals module when document is signed by my client via zoho sign. I'm using webhook for this, but this is first time I'm using webhook's. So the problem is I don't have idea how my deluge function should look to
Write If Condition with Contains Function
Hello I would like to create new function to categorize meeting according to description for example the user write in the description "Good Morning Brother", if the function find "Morning" contains in the descritpion update the field to Morning. How
Datecomp Function in Formula Field - Leap Year Error
As the title suggests, I've encountered an issue with the Datecomp formula function. When calculating the number of days between two dates, and when either the start date or end date is within 2 weeks of February 29 (leap year), the calculated difference
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