Show Contact Emails in Associated Lead Module?
Is there a way to show all emails in the Lead module for Contacts associated with that Lead? I've sync'd my Outlook with Zoho CRM so that when I email a Contact, it displays in the Contact module. I would also like that email to display in the Lead module
Meetings to Leads
Is there a function to create leads from meetings? A lot of our leads come from people scheduling webinars with us in our calendar bookings, we have a workflow ready to update them to the leads module but unfortunately, some information are missing when
I want to display an alert on the page when a condition is met.
I know how to alert you after pressing the button. I would like to refresh the page and get an alert if the conditions are met. I'm sorry if my English is not good enough.
How to make 2 fields display the same
Hi, I have a drop down that I'd like the user to be able to select from and then I'd like this drop down to name the deal based on this choice. Does anyone know how to do this? I've looked at formulas but can't figure it out. Thanks for your help
Fixing Names
Hi, I am trying to build out a custom upon lead creation, that if a leads first name and last name isnt in the proper format eg JOHN SMITH or jOHN sMith, that it auto corrects it to show as John Smith. I have tried the proper function but it doesnt
Function to populate Account and Email based on Contact Name in Sales Order for Customer Portal
Hi. I had activate the Sales Order module in Customer Portal. By default the "account_name" field cannot be display from customer portal preview. However, internally we need the "account_name" for every Sales Order created by customer through the portal
CRM @mentions not triggering e-mail notification
Hi, We've been using @mentions to communicate within our CRM Cases module but we noticed today that the e-mails notifications are no longer being sent. I tested a couple of other workflow notifications and they come through our e-mail server (Outlook) just fine so its not our firewall and the notifications are not going into Junk Mail. Was there an update recently that removed this functionality? Please help, my entire team uses @mentions on a daily basis and we heavily rely on those e-mail notifications.
Warning statements in Automation Workflow actions / functions
I found out some of my automations were not working properly ONLY when I went to the Automation / Workflow rules / my rule. No other warning, popup or email to let me know that my function was not working. How can the USER who is not aware or cares how
Send mail when a createRecord or updateRecord function produce an error
Dear All, Is there any way when the deluge functions zoho.crm.createRecord and zoho.crm.updateRecord produce any kind of error then to automatically send me an email as 'alert' that something is going wrong with a record? As for now we find by lack if
Updating a Multi-select field with Deluge
Hi, I created a custom module and I am using a custom function to generate a quote from an entry. Now how can I link the quote to the entry in my custom module? I tried to add the API name of the multiselect-field but it's not linking it. paramap = Map();
Auto-populate contact mailing address to a custom module
I have created a custom module for Sample Orders. When I select a Contact within the custom module, I'd like to auto-populate the Contact's mailing address into my address fields, including street address, street address 2, city, state, zip, country.
List View - Mass Action Menu Buttons Gone from All Views
All of our List View - Mass Action Menu buttons are gone from all views and won't show up no matter what permission are set. This correlated directly with when we started using the new canvas views. But even when we switch back to standard views the buttons
workflow marge tag template
Hello, I would like to use marge tag template by using workflow. e.g.) 1. create a new record in Custom Module. 2. call a marge tag template (Zoho Writer) by using workflow. 3. fill in field values (form a new record in Custom Module) on marge tag template.
Need a very easy deluge for field in accounts to sync with field in primary contact
Hi, I have my 2 modules with default names, Accounts and Contacts I have 1 field in each module named the same (État du compte) with the same API : tat_du_compte I have tried to use a deluge found here and customise it, I tried maybe 20 possibilities
Displaying the same field and data in Accounts and Contacts.
I already have a drop down list in Accounts called "Account Type" with selections like Customer, Distributor etc. In Contacts I want to display the same "Account Type" information without having to double enter the information. I have looked at the automation
Update contacts based on account owner
Hi all, I'd like all of my contacts to include a field that corresponds to their account owner -- is there a simple way to do this? For example, if Bill owns account A and Bob owns Account B, all of the contacts in account A should have a field with the value of "Bill" and all of the contacts in account B should have a field with the value of "Bob". This is primarily so we can link it to Campaigns and send emails on behalf of the account owner rather than the contact owner, which is the default.
Authomatic sync of custom fields from the Account Module to the Contact Module
Hello, I created some custom fields in the Account module. Zoho Campaigns allows only the import of data from the contacs, therefore the fields need to always be updated with the fields of their respective accounts. I want the contact module to mirror the same custom fields and to auto-update their values, whenever there are changes in the corresponding Accounts. How may I do it? Thank you, ciao. Armando.
Count Total amount of related list to update single line record
Hi I am looking for help, i have search most of forums and watched countless videos of custom deluge writing and struggling. Running a subscription based company which i would like to know how many times my client has attended a class. I have a custom module (Attendance) which has a look up field connecting it to my deal (Students). If possible i want to be able to count how many times attendance has been filled out on a single record on the deal Here is what i currently have but errors come up when
Update all custom module related records when a contact is updated
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've
Mapping field in Potentials Module to Custom Module
Hi, ZohoCRM set up has a Record type (Open, Closed, Possible) in the Potentials Module. I want to map this into Custom Modules so that additional workflows are triggered accordingly. How can this be done using a custom function as: Parent record is Potentials
Deluge code to update related record
Hi there, I got this code to update a "Deals" record with "accounts record" when it is edited/created accDetails = zoho.crm.getRecordById("Accounts",input.accId.toLong()); PotentialDetails = zoho.crm.getRelatedRecords("Deals", "Accounts",input.accId.toLong());
How to mass copy one field to another
Hey, we need to copy all telephone numbers from contacts from the field "Tel. privat" to "Telefon". This shall be a one-time event with no other dependencies. How can i achieve that? Thanks!
Concatenate Multi line Address field into a Single Line Field
Hi, Is there a way to concatenate the various Address fields into a single field? context below I have added the Zoho Sign integration to our CRM. I have an agreement template in Zoho Sign which i wish to fill based on information entered into a Deal
Fetching user details in a function in ZOHO CRM
I am trying to get the user details for a record owner so that I can use them in my function. We have a specific business case for franchise organizations. We have over 100 of our franchises using a single instance of our CRM. We need to have a contact
Have macros insert into notes field
Current;y there is no way to use macros to insert data into the Notes field. I need this desperately.
Custom Button
I need to create a custom button that will add the lead to a MailChimp list and update a field with the name of the list.
How to upload a file to Zoho Catalyst?
I'm trying to upload a file to Catalyst using the following API. https://catalyst.zoho.com/help/api/file/upload-file.html The problem is that I keep getting the following error. {"status":"failure","data":{"message":"Invalid input value for file","error_code":"INVALID_INPUT"}}
Import the same file to different modules
So I want to import excel data both to contacts and to accounts. I usually have to import contact first, then import accounts afterwards. Is it feasible to import just once? Tried the automation feature but I guess they don't provide in different module
How to Check if Access Token is Expired or Not
I am using my Refresh Token to generate an access token (which is valid for 60 min). I am then storing the access token in an organization variable that I can reference in subsequent scripts. When subsequent scripts run, is there a way for me to first
Copying/Converting Data from One Module to Another Module along with Notes
One of my client has more than 15 Module and he wants to move Convert Data from almost Every Module to all other Modules. To avoid all these tedious tasks, I created a generalized Code to Convert from One Module to Another Module. All you need is to change source_module and dest_module names and create a parameter of module_id. Also need to add some fields if there is a change in Field Name and what you dont want to copy information. (upto Line 24) I added as many pieces of information I can to describe
Nested JSON payload
I am trying to create a nested JSON payload. I've done this by: 1) Creating initial map for the nested part nested = Map(); nested.put("Full_Name",full_name); ... 2) Creating the main map: mdoc = Map(); mdoc.put("document_template_id",templateid); mdoc.put("payload",nested.toJsonList());
Deluge Script for Creating Associated Contacts Related List in Leads Module
Does anyone have any example deluge script, or perhaps an article, that breaks down how to create a related list in the Leads module for associated contacts? I'm looking to display Company Name, First Name, Last Name, Job Title, Phone Number, and Email
Is it possible to delete child records when the parent record is deleted?
We created two custom modules in Zoho CRM. One is a parent record and the other is a child record (i.e. has a lookup field that references the parent). A parent can have multiple children. Is it possible to automatically delete the child records when
How to start a scheduled call
Hi, we are starting to use the call scheduling feature but it seems that are are not using it correctly. I have read the documentation, but that does not help with my question. When I schedule a call, how can I start the call. There is no start call button,
Workflow and Function to update Lead's Campaign status.
I've created a workflow that will trigger when I add a tag to a Lead. The Workflow will send an email and run a function that will add a Lead to a specific campaign and their status as "Sent". I've tested the function and it works. When it runs through
Zoho CRM Function - delete records not working
Hello, I'm trying to delete a record from a module. I'm trying to do this from within a deluge script in CRM Function I've read and tried to follow the example here: https://www.zoho.com/developer/help/scripting/delete-records.html but when I run that
Converting an Estimate to a purchase order (from multiple vendors)?
Hello, I work for a small landscape company, we are looking for the functionality to create a purchase order from each deal we close. Here is an example. John is looking for landscaping, we create a deal for him and estimate that it will cost $20, the estimate includes $5 of stone from vendor A and $15 of dirt from vendor B. When Johns signs a contract and says the estimate looks good, its time to order materials. Is it possible to convert the original estimate into a purchase order to order from
Merge image or attachment from CRM
Is there a way to merge an image (either from a field, or from the attachments section of a record) into writer? I cannot for the life of me figure out how to do it.
Calculated age with no DOB
Hi, I currently use this formula to calculate age using DOB: Year(Now())-Year(${Candidates.Dob})-If(Month(Now())*100+Dayofmonth(Now())>= Month(${Candidates.Dob})*100+Dayofmonth(${Candidates.Dob}),0,1) However, not all clients have a DOB value available,
Dynamic Hyperlink in Email Templates
Hi, I am looking to create dynamic hyperlinks into my email templates. The URL will be determined based on the lead information. Right now I am creating that URL in the email template but I would like them to be able to click on it instead of having to copy and paste it. Thanks!
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