Convert a string to an array like PHP explode();
I have a String "725 1180 1091 1019 961 925 887" that I want to convert into an array like the PHP explode() function do it so I can take each individual value/position of that array, can someone help me with this please
How do I use deluge to get the accounts that only I am owner of?
HI I am using the following: response = zoho.crm.searchRecords("Accounts", "(Owner:equals:SAL01-GS01-Garth Scholfield)"); info response ; In the console it returns : Info Function Excecuted Succesfully But it outputs nothing
Query CRM database using deluge with "contains" condition - COQL API query
I am trying to find a way to query the database with a "contains" not "equals" (which can be done using zoho.crm.searchRecords) but I think a field can be searched based on "contains" using COQL Api Query. This is what I am working on but I don't have
A little help with zoho.crm.searchRecords syntax please!
I am trying to search Campaigns using deluge in crm. I am really frustrated that the only operators are "equals" and "starts_with".... shouldn't there be a "contains"?? Ideally this solution should be a contains search of a specific field. It's a function
Field validation/limitation
Hi, I am new to Zoho CRM. I would like to limit the entry of certain characters in certain fields and I would also like to receive a notification when importing a contacts in bunch that a certain field does not have the specified format. If the second
When same function called at the same time twice, on of them doesn't update field
Let's say whenever a record is created, your workflow reduces the "Quantity in Stock" field for one product. Your WF is associated with a function, which takes the Qty in Stock number, reduces it by one, and then updates it again. Simple. What happens
Custom Functions for Creating Records from CRM to Books? (Basically same records in both apps)
Hi, Does anybody have custom functions (preferably deluge) that can create (and if possible update) records, for example an Invoice in both Zoho CRM and Zoho Books, trying to simulate a two way sync through custom functions between the two apps but if it is not possible just creating a record in both apps could help us. I know they have different modules for Invoice, Sales Order etc., but we would like to use CRM for creating and Books for managing the finance part. Also trying to do the same for
Have a text field i need to update from another module
I have an accounts module wit some fields I need to interact with. Carrier Name which is a lookup of a module called "Vendors" Zone which is a lookup of a module called "Carrier Rate" Expected Tonnage which is a pick list ZonaChargeRate which is a single
Need to populate a lookup from static field
Hi wonder if anyone can help. i have a module called accounts in Zoho CRM, (api = Accounts) each account has the account name (api name= Account_Name) and an associated GE Account number field (api = GE_Account) this field is single line text. i also
ZOHO CRM - Bugs nightmare , neverending problems?!
Hello everyone, Don't know where to start...I was using Bigin by Zoho until early July 2022 and then my needs got bigger so I transfered to Zoho CRM professional license after that my problems started because developers didn't clear my logs. Problem NO1
Link Custom field in Contact to custom field in Deals
I have created a custom field "Full Billing Address" in the Contact module. I'd like to automatically update the custom field with the same name in my Deals module (renamed Opportunities) whenever I update it in Contacts. Can you help with the deluge
Canvas. Phone not showing up in Deals.
We set up the canvas, but the phone is not displayed in the deal
problem with my workflow on my two crm
Since this morning, when i create an opportunitie, my workflow don't work. Usually and since 1 year a never had any problem, even yesterday he was working well. My workflow triger a fonction when i create a new entry. When i use the fonction manually
Can you create an Event based on the dates of a Deal?
I would like to automatically add an Event to the Zoho CRM calendar (or Google Calendar) when a new Deal is created. We have added a Start Date and End Date to each Deal, and those would be the parameters used to add an Event to the calendar ideally.
Accounts to all associated Contacts
Hi, Im looking at updating some fields I have within both the accounts and contacts module, so that whenever an account is editted it will update all the associated contacts for that account. I've tried to see if I can do this via a workflow and dont
Recycling Leads After Initial Blueprint is completed
Hello, I need help implementing a process for recycling leads after a set # days. In our current setup, we use a "New Lead" blueprint for sales seps to follow up and work leads that enter our CRM in a consistent manner. Once they reach the end of the
New row subform Trigger
Hi community, Can an action be triggered when a new subform row is created in Zoho CRM?
Auto populate Fields
Greetings, I created a module called "Attivazioni4P", in this module I added a lookup search field to get data from another module, "Companies" (default zoho "accounts" module). I would like to automatically populate the fields in the new form by simply
calculating a records age
Hi I'm trying to calculate a record's age in hours, and the output doesn't make sense to me, am I missing something? here's the code: info "the date-time now is " + now ; for each offer in offerslist { bday = offer.get("Created_Time"); info bday; rn =
Can ZOHO CRM do these tasks
Hello everyone, before we jump onto a new CRM software we have a few processes that definitely need to be available. A new CRM is always very overwhelming, so maybe you can help me out before I try to figure on my own. Can Zoho CRM handle those tasks,
Executing a Function in ZOHO CRM Sandbox returns INVALID_TOKEN
I'm trying to execute a function in the CRM sandbox but the function keeps on returning the following error. {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} that same function works just fine in the production environment
Weekly tasks that don't appear until the start of each week
I'd like to make a task that appears in my Open Task component every Monday. Once I mark the task complete, I'd like to disappear until next Monday. I tried to set a task as recurring but I'm not trying to schedule visible tasks every Monday into perpetuity.
Using Deluge to get Accounts with no scheduled calls
Hi I need to use Deluge to pull accounts with no scheduled calls ( they will be scheduled against the contact for that account if there are. Once I have that list I will create a button to schedule calls for those accounts ( this part I can do) I just
Function to update a date field copying another date field
Hello, I need to create a workflow that updates a date field. To this update, I can get the date in a two different ways: 1. copying the same date calculated in another custom formula field. 2. adding the number of days from one number field to a date
Functions get duplicated when you republish a journey in CommandCenter
Whenever you update then republish a journey in CommandCenter, any custom functions referenced from Custom Functions get duplicated.
Concerning the transfering of notes from one module to another
Dear Zoho Community, I created a custom button simular to the 'Convert' button in the Leads module, that converts a Lead into an Account and a Contact. My button does it for two custom modules (record from Module A is moved to Module B) and it works well.
Run custom function prior to using email template
Hello, I have a custom function that queries a related list and populates a field called "Assets" in the Contact, e.g., gathers the serial numbers of the owned Assets by the Contact and populates a field called "Owned Assets" which is a string. I also
Subform Auto-populate based on Main Form Drop Down or box Selection to trigger a row for every item they select?
I've been looking all over and can't seem to find a solution. I have Custom Module API called Orders. I would like my users to select either a drop down or select box to auto populate a row on the subforms that's on this module api called Material_Orders.
Retry scheduled. When a workflow fails, there is an option to retry. Where can I find the details of the schedule?
The custom function called by workflow failed because the connection failed. I have opened a ticket about why the connection keeps failing. In the meantime, after reconnecting, I would like to run this workflow and custom function again. I clicked on
Field mapping a CSV import to multiple modules.
Hi I hope someone can help with my issue.. My Zoho is set up so that our Contact records have Vehicles (custom module) that are related to them. Each Vehicle record has Products (custom module) related to them. So we can see how many vehicles are associated
Function #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
Add Custom Note when Potentials stage changes
Hello! I wanted to ask for help where I have a workflow with a function when a user moved to specific stage it would add a Note. My problem is I needed to add a text to the note that says "Stage is moved to x" where x is the value of the stage. Hope
Update a field with a value from another Module
Hello - I have a scenario where I need to update a field with a value from another module. We have individual sites that are created under accounts. Within the site record, there is a field called "Site CG Name". All CG names use the same format - 'cg.[account
What to do if I have more than 200 participants?
Hi! I have a Deluge-function that updates a checkbox field from false to true for every participant in a project. The problem is that the function only updates the first 200 records. What should I do to update the rest of the records?
Auto populate multiple fields in Contacts from Accounts
Hi all, We're brand new to Zoho CRM, and I need to be able to copy data from an account to the contact. We need to do this because of how we want to group contacts. E.g. We send targeted emails to All contacts with a tenancy in Building A, we also use the Business Type to target contacts We have the fields in the Accounts and Contacts, and I need to push this to the Contact so that I can group on it (since I can't group contacts by an account field). From: Accounts Fields: Buildings, Business Types
searchRecords by a lookup field
Hello. I'm trying to search a record by a lookup field, but it does not seems to work. Here is the code line that doesn't works : response = zoho.crm.searchRecords("Contacts","Premier_propri_taire :equals:" + EmploID" Where "Premier_propri_taire" is a
Get the logged user ID in zoho CRM (zoho.loginuserid does not work because it returns the email)
context: I made a function on the deals to create quotes based on the deal information so the user does not have to fill all the form on the quote, so you press the bottom and hula! you have a new quote and don't have to fill anything but I'm having a
Modify Send Email button in Custom Module
Is it possible to modify the Send Email button in a Custom Module? I want it to send an email using the email field I created for the record. I get an error when I use the Send Email button that says there is no email field. Attached is screen grab with
Is it possible to have an updating Recent Note field for Notes in each modules?
I added some code through research but not sure if those codes are working anymore. I'm still learning to code too. I have attached a screenshot from where I'm referring to, to add the notes to my recent note field
Track all customer and prospect interactions in Zoho CRM
Hello, I would really appreciate an help in understanding hit to the with the problem that we have many different ways a customer/prospect can interact with us: Zoho salesiq chat, forms on our website, social, trial, etc. We are really struggling in
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