Contact to lead
For more than a decade people have been asking to be able to move a contact to a lead. This would seem like a fairly easy project, especially since you already allow Lead to Contact.
How can I get the modified time from a stage history with deluge?
Hi guys, I would like to get the below modified time from a stage history (when the stage is 'Closed Won') Is there any way to get it?
Function: Populate Text Fields using Fetched Subform Values in Deals
We need help creating a Function that will auto-populate 4 text fields when the values are added in the first two rows of a subform. (photos included) So these four values: ...would go into these four fields as a result of the function: The first row
Date result based on date + number of months added
I tried to have a look at an example that was posted but I'm really sturggling with it and hope I can get some community assistance. I have a "Service Start Date" field in Deals and I also have a "Number of Months" which is simply how many months the
Problem with Function to Auto-Populate Data
We have a custom module (Passengers) and need to auto-populate several fields in that module with data from contact records associated with each Passenger. Some of the functions are working properly but I am having trouble with others. I cloned/duplicated
Start call from custom function
Hello, I need to create and start a current call from a custom function. Any suggestions ? How can I get info and related commands and functions about this ? I have made this code. It register the call as a completed call. leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong());
Triggering a custom function from Approval process Not working
Hi Forum, Our requirement is to automate creation of child records once a Parent Deal with recurring option is chosen. If recurring value is 12 months, then 11 child deals will be created and tagged with the Parent Deal. The function itself is working
Pop-Up information window
It would be good to have the ability to add a pop-up information window for important information each time a record is opened. For example, you could add a one to an account saying that the contact works night shift and to only call after 5:00pm and
Keeping track of payments in CRM
L.S. I need a way to keep track of tuition payments of my students in CRM. Students receive an invoice toward which they make payments (in installments). Unless I open up my (non-Zoho) bookkeeping software I have no clear overview of this. There is a
Sales Process - Products & Accounts
Hello, We create Quotes under Deals then convert them to Invoices. Newly created invoices are sent to our Accounts package Xero via API. We also scan Xero for new invoices every 30mins. We created a custom module in Zoho CRM called "Xero Invoices" which
Function to divide full name into first name and last name on leads entered from email parser
Many of the lead sources seem to prefer full name verse first name and last name. I have to go in currently to divide them and looking to accomplish this automatically. Tried the other function mentioned previously but it did not seem to work.
State Picklist default option that can actually be named "State"?
Typing out a full State name this day in age is archaic, it's prone to mistakes and errors that can cause issues in every aspect of a sales cycle from shipping issues, payment problems and any API's linking to other software. There has to be a way to
BluePrint transitions complete tasks
Hello, i have my blueprint in contacts, every transition have task after the click, it is possible tu mark as complete the last tasks? Because i notice some of the user dont press the tasks to complete. Thanks have a nice day.
Workaround for 5 minutes run limit for a button
By The Grace Of G-D. Hi, How are you all? I Want to send SMS using API to all of the contacts in a custom view. Now, i dont know how many it will contain and how long will it take. Hence, i dont know to whom i have sent the SMS and who didnt fit in the
Automate invoice generation
I want to create an invoice button by writing a custom function. so that I will trigger whenever I want to make an invoice for that module I have to click this. I need help with the custom function. Thank You, S.Manikanta
How to Add Latest Order Last Modified Date to Accounts
Hi Is there a way to always display the last date an Account has purchased on the Account page? I know I can add my Orders module as a list view but I would like to have it on the Accounts screen as I want to do a formula from that field. Thank you
UK Postcodes in Zoho CRM
Hello I have been working on getting postcode lookup of UK addresses into Zoho CRM for a while now, so I thought I would share with the community a solution to get verified UK addresses from a house name / house number and postcode. Firstly, this works across all modules, from custom modules, to companies, contacts etc. This is how I did it. 1. Make sure your Zoho CRM module has the following address fields. 1. House No or Name 2. Address Line 1 3. Address Line 2
Validation Rule is not triggered on Ajax edit (quick edit field)
Dear zoho-friends, I have a validation rule in the accounts module, that works quite well when you edit the record via the edit button for the whole record. But it does not get triggered when you just edit one field via Ajax edit (quick edit field). That's
Zoho CRM functionality development
Hello everyone. So, as a part of our project, we need to add functionality to Zoho CRM, which cannot be configured with default Zoho tools and recommendations. Even support said there's no such functionality like we're looking for. We'd like our managers
Function-22: Automatically update field details from Contacts in Deals right at the creation stage
Welcome back, everyone! Last week, we learned how to update all member accounts simultaneously when the parent account is updated. This week, let's look at a custom function that helps you update the relevant details from contact records in deal records at the click of a button. Business scenario: The Deals module in Zoho CRM helps keep track of all your business opportunities. To ensure proper lead qualification process with all specifics, it is recommended to first create a lead, convert it into
Show a count of new contacts this week on dashboard
For us, we only add contacts in zoho when someone has signed up. Therefore it would be great to have a display of the number of new contacts this week, and be able to see if its up / down compared to the previous period (week). I cant see a way of achieving
CRM Document (.docx) creation using Writer API
Hi! friends I need your help with the following: 1) I have a custom module where I store sales info. 2) I have in "Writer" a document template that uses fields from this custom module that can be merged but it needs "time" to be run. 3) So I want to have
Function-7: Add Country codes to contact numbers.
Welcome back everyone! Last week, we learnt how tosum up the total across multiple quotes associated to a deal. This week, let's look at a custom function that allows you to add the country codes to mobile numbers that makes it convenient to make calls directly from CRM. Business scenario: Web forms is one of the easiest ways to generate leads in most organizations. Be it an access form that lets prospects watch an on-demand webinar, or a 'Contact us' form that a prospect fills out to reach you,
Convert Standard Lead to a Custom Contact
Hi, I'm creating a CRM for a solicitor firm I'm working with. They have multiple departments with very different information requirements. I'm able to map custom leads from the various department specific website forms through Zapier. The problem I have
Button to Create Generic Task While Viewing a Deal
We'd like to create a button that we can use while Viewing any given "Deal". When pressed, it would create a generic Task that would then appear in the related "Activities" list for that deal. It would look something like this, assigned to the currently
Deal Owner can not be updated
All, My goal is to have a function that Automatically updates all deals with Deal Owner being Account Owner: I have written the following custom function: It runs, the deal timeline shows Updated Some fields. But Deal Owner does not change. ANY IDEA
Zoho CRM SDK - How to trigger a function on load?
I have created a widget that retrieves the Current User details of the current ZOHO CRM logged in person. I have a button that takes the Email of the Current User and filters a database based on the retrieved Email. I currently have this working by clicking
Remove Best time for from the top bar
Hi Guys, How can I remove this Best time for from the top bar? We don't use and don't it's showing at the of every page. Thank you!
Function for assigning a Contact to a Campaign once a Deal has been Won.
Hello Zoho, I have found that I need to create a function to complete the process. I am struggling with sorting out the Deluge Function and script needed to assign a contact from a newly Won deal. I have setup a workflow rule in the CRM, have the Campaign
Automatic Close Task When Field Update
I've tried all forms of contact with Zoho and this still can't be figured out. I was told to just changed the task in the workflow to "Complete" but if I do that, it'll edit the task for every single workflow.. Scenario: When a new lead comes in it assigns task "Contact New Lead" with "Status: Not Yet Started". After the sales rep makes their first call, they update a field titled "Made Call 1". After that field is updated, the task "Contact New Lead" should close automatically and a new task should
How to get Current logged in userId using Zoho deluge REST api
Hi All, I am using deluge function to get currently logged in user and its perfectly work but I am trying to integrate that deluge function with rest api with third party. It is responding paraent Zoho logging userid. userTypes = Map(); user_response
How do I customise my home page to show tasks for my team only?
Hi, How do I customise my home page to show tasks for my team only? I have created teams for Operations, Sales and Finance, I'd like for the teams to view open tasks for their own team within their homepage. I can find options to view all or my own but
Function that update the Contacts module from the Invoice module
Hello, i want to know how i create a function that check the location at the invoice and updates it at the Contacts. Thanks in advance. kosta
Cannot get a "Due and Past" report
I'm sure someone has tried this - I hope successfully. I'm trying to get an ACTIVITY report that shows all my TASKS, CALLS, and MEETINGS that are still outstanding/upcoming, but not in the future. I can get this to work with TASKS, but when I try to add
Script that creates a deal when a product record is assigned to a contact
Is there a deluge script that can handle this process? Creating a deal when a product record is added to a contact record. Thanks
Auto filling field value from one field to another field based on the input of a field within the same module in Zoho CRM
Namaskaram, Check this link for knowing the technique to auto fill field value from one field to another field based on the input of a field within the same module in Zoho CRM. For example, you may have two address fields as 'Temporary Address' and 'Permanent Address'. For some cases, the temporary and permanent address can be same. At that situation, you can auto fill the temporary address in permanent address by clicking the check box (Same as Temporary Address). It will reduce the time duration
Help setting up a funnel based on progress
Hello, We have set up a module within the CRM for target clients, and a picklist to indicate what stage we are at with them: 1. Not started 2. Initial contact 3. Product Demo/Training 4. Assessment/Loan request 5. Quote Based on this we want to set up
Email Configuration For Standard Version
We have initiated a trial of the Standard version. Can we set up email integration with gmail during this trail period? I don't see the email settings under the personal settings area? Thanks!
Automatically add Prospect (lead) to Campaign
Looking for a script which will add a prospect to a specific campaign based on a field in the prospect card. Essentially, we have a field in our prospect layout called "Renewal Month" which is populated with the months of the year. I have a campaign set up for each month so I can run email marketing for each month based on a renewal timeline. So there we have 12 campaigns called January Renewals, February Renewals and so on. What I'm looking to do is have a prospect added to the campaign that is
2 Factor Authentication (2FA) for Accounts
We use additional verification for customers to be able to make changes to their account on the phone to protect the security of their account. We do this by sending an SMS with a random 6 digit code. It would be great if Zoho CRM had this future built-in
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