Zoho Motivator - Popup
Hi! When you work as a salesperson and you want to be motivated you start a game in Zoho motivator. BUT there is no way for me to see the game when i working in CRM! Zoho Desk have this function when you for example have closed 5 cases you get a popup
Deals Validation Rule (Deluge) - How to get record Stage value?
I'm working on a deluge Function for the Deals Module validation rule. Is it possible to get current Stage value of the Deals record? I can get the newly changed Stage value, but I need the original value before the user change. This code snippet gets
Why doesn't "parent account" carry over into deal or quote?
We work with a lot of partners and they have a lot of clients under them, therefore we need the "parent account" field to stay populated through the entire journey. When I create a quote or deal from an account the parent account doesn't go through with
How to make some document relate 2 module?
We need to make some of document . EX) One module has Name and phone number other module have Date of birth. this 2 module was already related. We need to marge this data and show in main module (one filed) or to show template. How can i do?
Copy Record_Image from a custom module to another module
Hello, I am writing a function to basically create a new record of Products based on a Custom Module. The image field name of both modules is Record_Image The xxx.get("Record_Image") with put() doesnt work Can anyone give some insights?
Quick Call Logs, Custom Fields, Improved Call Reporting
Many salespeople don't use the CRM because the process of entering data is a tedious task . It's also hard to get meaningful reports when data is not standardized. For example "Subject" is required this forces sales people to type more then necessary
How to access Deals fields when a Deluge script is linked to a button?
Hi, Please note I am new to Zoho and not a developer. I created a button in the view page of my Deals module that is linked to a Deluge function that sends a message to a vendor via Zoho Clic. What I want to do in that function is get the name of the
Deluge function
Hello, Despite my research, I cannot find a deluge code for my function. I want when a deal is created with an account, the address fields are directly filled in the deal module in order to avoid entering again the same information already present.
Trigger workflow/function "retroactively"?
I have set up a workflow that triggers when a field (user email) is modified in a module, and uses a custom function to get the user's name (from a different module, based on the email) and set that name into the name field in the original module. It
Subform row calculations
Hello, is it possible to have cells in subform rows calculate using a custom function rather than the integrated formula fields? For example, I have a subform row with cell A, B & C. I need a function which will updated cell C to be the sum of A + B for
Auto fill in fields on base from a lookup field
Hello, I am asking for your help after 5 days of searching through the forum, youtube, etc..etc ... I have the following scenario I want to generate an invoice realted to a custom module, these being linked through a lookup field. Both in the invoice
Lead Name to Custom Module
Can someone guide me in the right direction? My company runs as a parent company for multiple other companies that we manage. I am creating custom modules for each of the child companies to organize clients respectively. I need the ability to assign lead
We need to be able to track multiple email addresses for contacts
I see this issue has been going on for over 10 years. It's honestly not even something I thought I would have to even ask about, I just assumed that multiple email addresses would be supported. Even the rinky dink CRM platforms support this function.
Workflow is not triggering when a record is created through code
I have a custom function that populates mailing lists, the basic operation of which is: Get Mailing List --> Delete everyone from it --> Decide who needs to be added --> Add them. Every time a contact is added or deleted from a mailing list, a record
Check if date is is greater than a specific date
I want to create a calculated field based on the date of another date field. The field is called Project Start Date and what I would like to do is create another field called October 2021 (I will repeat this for each month) and if the Projects Start
Field not updating with Button funtion
Hello, I am trying to use a button/function that is supposed to update a Field in our Case module (renamed Case/RMA) to automatically add the current date when the button is pressed. This is the code: current = zoho.currentdate; update = zoho.crm.updateRecord("Cases",csid,{"Date_eqpt_received":current});
Can I remove "Subject" from a Quote?
Hi everyone, Is there any way to remove the Subject field from a quote as we have no use for it so usually end up just writing junk in there that doesn't have any relevance to the quote. It doesn't let me edit the field to change it to auto number or
convert lead default to create deal/potential
100% of my leads that convert need to map to both a contact and a deal. Right now the convert screen default is to create only a contact but not a deal. How do I set the checkbox to create a deal by default so I don't have to check that box every time? Today I was in a hurry and failed to check the 'create deal' box. As a result the lead did not convert to a deal (only to a contact). Now I've lost data that was supposed to map to the Deal. I have an email copy of all the data so I can manually
Automatically adding country code to 'Phone' field in CRM
I'm having some trouble getting this to work - https://help.zoho.com/portal/en/community/topic/custom-function-7-add-country-codes-to-contact-numbers I have (as far as I know) set up the 'action' correctly and then created a 'workflow' to run this whenever
Sub Forms
Hi, has anyone come up with a good solution for using the features of sub forms without having to pay the hike in subscription costs? Our Account records need the ability to add secondary data elements, eg where a customer has multiple IPs for equipment.
Still in the search of pushing updates out from Products
Has anyone found a workaround on how to push an update out from Products after we make changes? e.g. we link accounts using the lookup fields from the accounts to each product, and when the product is updated, an email with the information is sent out
Custom Function to update Deal "Amount" based on an "Amount" field in Contacts
I am trying to update the Associated Deal "Amount" based on an input into an "Amount" custom field in Contacts. I have a custom function to do this in reverse where it updates the Amount on the Contact from the Associated Deal's Amount input but I can't
Automated field update between Potentials and Accounts
Hi, I wanted to create a workflow so when I update a field in Potentials the relevant field in Accounts is updated automatically. I tried Zapier but couldn't find the option to update the fields in Accounts through Zapier. Is this something that needs to be done through custom functions? I'm hoping to avoid writing a program for this simple task. Any help would be much appreciated. Thanks.
How can I create a related record in CRM using Deluge?
Desk has a createRelatedRecord function. I don't find similar functionality for CRM. How can I create a related record in CRM using Deluge?
Fix Script: Update Layout all Leads
I'm trying to update ALL leads that have a "Layout" value of "Standard" using this script to value of "Drivebys". My script executes properly but nothing happens to the records. Any idea why? I have already confirmed the view name is correct, the field
where are Photo picture contacts
I have many Contacts in Zoho Enterprise, with Photo of the Contact, How to create file with PNG and contactperson-name, so only the ones with Picture. or to create a filter of such with a photo Thanks William
Sum fields and set the result in other field
Hi, I have three currency fields, I want to sum the values of these fields and set the result on other currency field. How can do this with Deluge
iam-security-error
A button function, previously working just fine, has suddenly stopped working. The function fetches and opens the url of a related record in a new window. Syntax is; rec = zoho.crm.getRecordById("Deals",recId); relRecId = rec.get("Lender").get("id");
Call Standalone Function in Sandbox via REST API
Hi, I'm unable to call custom standalone functions in Sandbox. I receive an OAUTH_SCOPE_MISMATCH error every time. I've tried all the scopes I know of, but no luck. Is there a complete list of scopes I can view? Are there any Sandbox specific scopes that
Deluge script to flag duplicates
Hi, I can't enable email as a unique field since there is a use case where there can be two leads for the same person e.g. buying two different services that require different workflows to happen at different times. But we get a lot of repeat inquiries
Creating Quotes for Leads
Hi all, I'm using CRM and Books, with CRM acting a both a CRM and a booking system. Creator is involved as a calendar for the booking system. Our qualification process invovles giving a list of items which together is a servies we offer. Giving the a
How to Customize CRM to have People (Non-Leads being Pursued on Multichannel), Leads (People w/ a Need or Interest), and Clients? C
I am building out the CRM for a small retail leasing company in NYC and anyone who owns a building or a business with retail space is my market. Half of our sales tasks are spent turning them into leads. If successful they sign an exclusive and become
Trying to create a custom function that creates a sales order in zoho books after its created and approved in zoho crm
tried to use the code below to create sales order in zoho books after its created and approved in zoho crm but am getting the error //error Failed to save the function Not able to find 'getRecordsByID' function Line Number: 3 salesorderID =salesorder.get("salesorder_id");
Is it possible to use searchRecords to search a subform on a module?
I am trying to use .searchRecords to access a field in a subform on a module. The name of the custom module I'm searching is "Residual_Purchases" and the subform APi name is "Affected_Accounts". I've tried using both the API name of the subform, and
Custom function to lookup from another module
The code works when executed manually. But does not work when set with workflow rule as when a new quote is created? what am I missing? accDetails = zoho.crm.getRecordById("Accounts",accidtoLong()); mp = Map(); mp.put("Shipping_Street",ifnull(accDetails.get("Shipping_Street"),""));
Get address from accounts in quotes
How do I get the address details from the accounts module to the quotes module? basically while creating a new quote the address should automatically get picked from the accounts module based on the account selected. many thanks, JJ
Update a date field using another date field error message
We use contracts in our business and i am trying to work out how to update the start date of the ocntract vy using the end date of the contracft and substrcting the term in months from the end date. I have got that part to work fine, however I am having
Count based on call result
Hi I need to count the calls with a specific call result, namely the call result will be " Invalid number" I have the following code to count total number of calls for a contact, and it works, i cant seem to figure out how to go the one extra step and
Custom Function: Tracking the Case Closed time
Scenario: Tracking the Case Closed time We create cases and close them but how do we keep track of the details on when the case was closed? This custom function helps you track the closed time of a case, in a custom date-time field. You can then generate reports based on the closed time. You need to have a custom date time field to update the Closed Time. Please follow these steps: Log in to Zoho CRM with administrative privileges. Click Setup > Automation > Workflow > Create Rule. In the New Rule
How to formulate Amount in Deals?
I am trying to have the Amount field (Deals Module) be calculated based on two (could be more) fields: Price and Quantity. This instead of doing so manually and putting the value. Any suggestions that work for the Profesional Edition of Zoho CRM? Th
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