Customised Quotation & Proforma Invoice from Zoho CRM
Hi, I want use Zoho CRM for sending Quotation & Proforma Invoice with customisation such as Image & fields as per my requirement. I am not able to customise & use. If any one can help will be great. Regards, Shailesh
Name Potentials based on two custom fields
Hi, I would like to know if I can name Potentials (renamed Intérêts for my case) based on two custom fields. This is my code so far, and I just don't know what else I can do. potentialIdStr = input.potentialId.toString(); potentialname = input.diffshortname
Copying Subform Data from Lead to Custom Module on Conversion
Hi, I've written a deluge function to create a new module "Merchants" on conversion of a lead. This module will hold data from the lead and will also need to copy data from the subform on the lead "Payment Terminal" to the subform on the new module "Payments_Terminals".
Get CRM data center from Deluge function
Hello, I'm developing a Zoho CRM extension. This extension will be installed in multiple Zoho CRM data centers (.eu, .com etc...) I would like to know if there's a way to get the data center of the Zoho CRM where the extension has been installed in
Way to transfer or copy field contents to another field in the same module upon input?
For instance, I have a custom text field titled "estimate" and another field titled "Latest." I would like "latest" to update with whatever I put in "estimate." If I put down Estimate = 900, I wish to have 900 automatically entered on the "Latest" field
Automated Workflow Emails, No Attachment Option for Invoice Templates
You can send an invoice as an attachment to email recipients manually. Am I correct in saying that you can't send the same attachment when sending email templates automatically using workflow rules? Please tell me I'm wrong. I want to automatically send
Is possible to stop Save onBeforeMandatoryFormSave ?
Hi Team I need to stop the Save button on Mandatory Form, my client script is: nombre = ZDK.Page.getForm().getValues(); log(JSON.stringify(nombre)); var transObj = ZDK.Page.getBlueprintTransitions(); var Transicion = transObj[0].getName(); if (Transicion
I can't convert a Lead to an Account
Hello, I just got a trial for Zoho CRM and I am so close to being set up, and I'd love to upgrade and use this moving forward. But I cannot seem to work out how to convert a Lead to an Account. Everything looks correct from the back-end, my Leads all
Zoho CRM workflow.
Hello everyone I am a bit confused about this one. I made a function that I assign to a workflow that runs each time an Accounts is modified/created. The function is to take the account ID and fetch data from Zoho BOOKS and the contact module in the CRM.
Subscription
If I cancel my Zoho CRM subscription, can I still store data on the free service? Or pay to re-access instead of deleting?
send a mail merge template by email when a record is modified
using crm for 7 months now. possible to have zoho automate the sending of an automated email merge using a mail merge template (that i use manually now) ? i'd like to have the system send the merge when a record is modified, or perhaps when a certain
Merge field connundrum
I'm looking for some assistance with an issue we have currently please. The example is. We have a deal with a picklist value to enable a choice of different websites - eg google.com, websitecom, madeupwebsite.com there are 20 choices in total. We also
trigger Workflow to update field when other field is changed on Create
Hi! I'm trying to write a function to update "project id" field in Deals module. This id consists of such parts: year; group( which is q field value); index (will take the latest by the existing records); I wrote the function, which works fine in a debugger.
Email action based automation in Zoho CRM
Currently, in Zoho CRM there is no such option to create an Email action-based automation. For example, through the workflow function, we can auto-send pre-defined email templates to leads, contacts, and deals but what about if we want to take the automation
Get ContactID when a Contact is updated
I'm using this code from a previous question to update a field in a Contact whenever a Contact receives an email: //access the emails field from the Contact emailInfo = zoho.crm.getRelatedRecords("Emails", "Contacts", --yourcontactID--); //create a list
Possibility of averaging fields and that value being added to a specific field
In our custom module (Applicants), we have 8 picklist fields (values between 1-5, whole numbers and decimals). We’d like for those fields to be averaged and the average value inputted automatically into a different field, Interview Score (decimal field).
How to change the automatic inserted E-Mail recipient when sending an email within potentials
Hello there, we are a marketing agency, that needs to communicate with the advertiser and the publisher. The problem is, if we want to send an email to the publisher within a potential, automatically the email of the advertiser is selected in the email
Populate Contact from Account via Function
Hi, we do have a field in "Accounts" that should populate a field with the same name in eacht associated contact. As Zoho doesn't offer that integrated (why???) we have to do it via functions. So here is my function: rec = zoho.crm.getRecordById("Accounts",accId); resp = zoho.crm.getRelatedRecords("Contacts","Accounts",accId,1); for each ele in resp { mp = Map(); mp.put("Unternehmen Type",ifnull(rec.get("Unternehmen Type"),"")); updateResp = zoho.crm.updateRecord("Contacts",ele.get("id"),mp); info
Get the Zoho Project ID when creating a new project from CRM functionb
Hi, I can't seem to work out how to get the new project ID created when we create a project from the CRM. I have created a function that creates a new project based on varying templates we have created in projects. It all works fine and has done for quite
Event Notification Timing
Multiple employees are reporting receiving reminder notifications of events (meetings, etc.) after the start time of that event, rather than 15/30/etc. minutes before the event begins. What would be causing this and how do we fix it?
How to Sync Data in Account Field to Contacts Field
Hi, I am trying to synch a field in the account module to a field in the contacts module. However, without success. It seems like I have to write a code and place it in 'custom functions'. So from this field To this field How would I be able to do so?
google api to send email via custom function
Hello, I'm having lots of trouble sending emails via custom functions and sendmail. There appear to be weird restrictions on who can send/receive i.e. the admin or logged in user must be in either the from or to field !!! As an alternative, is it possible
Creating a Custom Module Is Pointless...
A must have development for this is that ability to access mail merge and other standard features in the base modules. Please can this be fixed?
Looking for a specific function
I'm looking for a function that will fetch a Contact ID in the CRM Contacts Module based on a passed-in email address supplied from a Zoho Form, and then delete the contact that matches that Contact ID. Is this possible to do?
Automatically create a project in Projects when a deal is won? Also create sales order in Books?
Is it possible to automate this? How can I achieve this?
Getting id of created record occasionally not working
Hey there! I've got a function in Zoho CRM that get's triggered when a record is created via the Zoho E-Mail parser. The function is working every time I start it from the editor or when only a few mails get parsed/records get created. But when parsing multiple mails in a short time, the script fails occasionally because Zoho can't get the id of a newly created record from the function. The code I use is: createOrder = zoho.crm.createRecord("Purchase_Orders",newOrderData); createOrderIDs = createOrder.get("id").toLong();
Create quote from deal using product info from a subform in the deal
I am successful in creating the quote from a deal, but it is pulling the product info from the Products related list and not my products subform I created in the deal I need all the data from the deal products subform to populate the product table in
Attaching email to record based on subject line?
Is it possible to create a workflow custom function that would be able to identify emails via IMAP where the subject line contains specific words and match them to a record where those words match a specific field? For example, if we have a case named
DateTime Field won't update
I'm running the following code in a custom function. The Due Date field is of the DateTime type, as should be the value returned by zoho.currenttime. I've tried setting the Due Date field to various values but it won't update with any of them. Id = myLeadId.toLong(); customMap = Map(); customMap.put("Due Date", zoho.currenttime); updateResponse = zoho.crm.update("Leads",Id,customMap);
Custom button to create an Estimate in Zoho Books from Zoho CRM
HI, I want to create a custom button called "Estimate" in the View Page of Deals Module which will create an Estimate in Zoho books. I have integrated Zoho CRM and Zoho Books and have enabled Zoho Finance Suite. I have modified the Deals module by adding
Lead language automatic recognition
Hello, we connected our website forms with Zoho CRM. Each form contains the following field: - name - surname - phone - e-mail - country - message area (which is mapped to an "initial message" field on Zoho CRM). On Zoho CRM every lead has some additional
Bulk Import to Update Records
Trying to do a bulk update, 8000 records to change ownership. However, the process is creating new records and not updating. Using Lead ID to match an assign rule to change the name. Assign rule works But, records are created and not updated. CSV file, using 3 columns: Lead ID, Company, Last Name Duplicate Matching ID: Lead ID Like I said, ownership changes but record is created and not updated. What am I missing
using carry_over_tag in Deluge
Hi all Trying to use some deluge to convert some leads and want to carry over the tags that exist on the Lead record to the account/contact records. I see in the help that there is a carry_over_tags section in the sample json but can't seem to get this
Function-25: Populate the Amount field of a Deal by calculating the number of related products and its unit price.
Welcome back people! Last week, we looked at a custom function that enabled you to create purchase orders from sales orders at just the click of a button. This week, let's look at another custom function which lets you populate the Amount field in a Deal by calculating the number of products and its unit price. Business Scenario: I’m sure you’d agree that the Deal Dashboards is one of the most sought after widgets in Zoho CRM. One of my favorite ones is “Pipeline by Stage” widget that gives a clear
How to Record Payment Using Custom With Below Description
How to Write a custom function to record payments getting the details from the subform of a CRM. Have a reference field (single line) to store a number and push it to the reference number in customer payment. When the function is rerun for the same record
How can I make a clickable URL on my accounts page that gets calculated from the value of another field?
We have the Professional Edition of ZoHo CRM. I'd like to have a clickable link on the accounts page that incorporates parts of the content of other fields. I've generated the URL using a formula, but it's not clickable. I tried to use a workflow rule
CRM Signals Not Updating
CRM Signals show a red number for new activity however the list never refreshes so I can't see the actual recent activity. Whilst looking into this myself I noticed that "Campaigns Opened' was unticked, for it to tell me to integrate the two apps, but
Function with multiple iterations won't run - too large
Hi, I've created a function that is meant to pull all 4200 records I have in a custom module and update each record nightly with changes made to the Account it is tied to. The function works -- I have 22 iterations built in to pull 200 records at a time
Visual time counter in each costummer/contacts record
I will break down the different parts in case someone only can help me with different parts. 1. In Zoho crm is it possible to create a visual window that shows remaining time left? For example the costumer has 5 hour free costumer service so somewhere
Web Tab Widget Open
I have tried the code you have given us to open a web tab widget from another Button widget but no name I put opens a web tab widget. How do you find the "webtab_api_name" of the widget you're trying to open? ZOHO.CRM.UI.WebTab.open({Entity:"webtab_
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