How to get records with the same lookup of another module?
Dear All, I have a custom module 'Bill' which has (except of the other fields) one 'mandatory' lookup field (from the Purchase Order module) with the name 'Related Purchase Order'. This lookup field is a Single Line in the Purchase Order Module. With
Questions about rounding taxes after the decimal point
Hello. I have a question about customizing tax rates for Zoho CRM. I can't find a place to set rounding after the decimal point. Currently, it is displayed as rounded up or rounded, but the required rounding is rounded down. Example) Subtotal: 3620 Tax:
Sales Pipeline API - Auto create Opportunity and set the Pipeline Value
I'm creating opportunities automatically for our reps via custom function with email clickthru triggers. Is the Pipeline field not exposed via the API? My problem: I don't seem to be able to set the "Pipeline" field via API. - I've checked the API value
Custom Function into Workflow
Hello community! I am the CRM administrator of our small company. I customized the various modules and created workflows to automate some actions in the customer acquisition processes. I also use tags. When I convert a lead into a contact, it receives
FUNCTION NEEDED: Update formula field daily
Hey there! I have a situation with a client where they're calculating the number of days between a custom date field and today's date in a formula field on a contact record. The problem is that field doesn't update unless something else on the record
Mandatory invoice field not showing in API names - Product_Details
I have created a function that creates a map with various standard invoice fields: mp = Map(); mp.put("Subject","Example Invoice Subject"); mp.put("Invoice_Date",(zoho.currentdate).toString("dd/MM/yyyy")); mp.put("Due_Date",(zoho.currentdate).addDay(1).toString("dd/MM/yyyy"));
MargicJack
Anyone know how to connect MagicJack to Zoho? ie, when click on "telephone" icon, have MagicJack dial the call automatically (VOIP).
How can I get the TAX value of a product in Purchase Order Module
Dear All, I am trying to clone a record in the Purchase Order Module using deluge. I can get (and map) all the fields (+ product fields) without problem except one. I am facing issue of how can I get the TAX of the each product. The below code works fine
Custom Function: Update related account fields when contact is edited
I'm trying to update the related account when a contact is edited, using a workflow that executes the following function. But it is not updating the related account fields. What am I doing wrong? I think it has to do with the begining, when we are supposed
copy date from a custom module to related deals module
I'm trying to copy the value of a date field in a custom module (Finanzierungen) to a related records in another module using functions and this is the function I used: rec = zoho.crm.getRecordById("Finanzierungen",ID); resp = zoho.crm.getRelatedRecords("Immobilien
Is there a way to create a Contact from an Account, selectively copying over Account fields?
I want to add a Contact to an existing Account, and selectively copy over some of the fields -- at a minimum, the postal address(es) -- and, of course, fill in the Account name in lookup field of the Contact record. This is for one-off things (such as
Display LAST Order Sales Date
Hello Is it possible to supply a function for displaying the last date an Order was made "Order Paid"? Parameters: Orders is a custom module. Status field is a custom field. As soon as an order is made "Order Paid" on the Status field the date should
Update Quote Pricing
So currently we use both Books and CRM. From Books we create and update pricing of our items and sync to the CRM. We are trying to find out a way to create a button that would update the pricing on the products in the quote. The specific problem is: We create a quote on 11/1/19 that has 3 items on the quote. Then the customer comes back in 3/1/20 to check the pricing, our quotes are only valid for 60 days. Some prices might have been updated in items/products, but the only way to update the
If & Else if not working
Hello, I have the below to run and need to return a result based on clients debt to equity ratio. I have a case where the record is returning -0.6 and it is picking up the highlighted result not the first one - how do we fix this? r360Info = zoho.crm.getRecordById("Client_Reporting",id);
Question about customizing product description items.
I have a question about the customization of a product detail item. I created an item (API name: field) in the item details and called the item details with a custom function, but the above item (API name: field) could not be called. Please let me know
Order Items on Email Template
Hi Team Zoho I was wondering if you have managed to add the functionality for Order Items to display on Email Templates? We have an Email Template we send out to our customers who request to pay by EFT/Bank Transfer. Some of these customers request to
Logging incoming phone call within workflow custom function
Hi, I try to log an incoming phone call to an existing contact. The contact id and the call number are present in variables, but converting it to a map and trying to push it via "createRecord" does not work. Does anyone have a code snippet to push a new
Feature: Custom Fields For Users
Thank God For Every Second!! Hi, In Zoho Books there is a great feature of Custom Fields For the user profiles. This could be a great feature in the CRM Also! Not just the ability to use custom fields and the business requires but also use the attachment
Autofilling fields in Contact module with data from other modules and fields.
Hello, I am dealing with a request to create autofilling functions for my companies Contact module, using data derived from our Accounts module and have run into a few issues. Note: The Account lookup field is present in the Contacts module. 1. We have
How to activate a workflow when a Zoho Form is submitted?
Hello! Zoho Form's integration with CRM allows actions such as "Automation: Trigger Workflow Rules, Blueprint, CommandCenter, and more in Zoho CRM". However, when going to the CRM I am unable to make a workflow or something similar when a Form is submitted.
Creating Tickets In Zoho desk
HI, Iam trying to create tickets in Zoho desk whenever a sales order is created. I want to create the tickets based on the product name. I had written this function but the ticket was creating with other product name. Can anyone help me with this issue?
Simple Widget to Count # of Records in Zoho CRM
Hi, I have a Custom Module and have created a custom view for a subset of the records. I would like to display a simple counter on my Zoho Site site that displays the number of records in that custom view, to be refreshed/updated once per day. What
Deluge - couting how much times my lead have been submitted a form
Hi, today i have a field that recognize when i have a return lead its a field of Data&time that created in module lead and also Module Students (contacts) i want to create a new field that count when the data&time field is changing that will count how
Adding Attachments from WorkDrive to Deal
I am currently trying to develop some workflows in CRM so that when an Opportunity/Deal is Won, 2 files in our WorkDrive are attached to the Opportunity/Deal automatically instead of our users having to go into the WorkDrive to find the files to attach.
Price Book and Quotes Function Question
I have been following a topic on Price Books and it is now locked. Wondering if anyone would be able to tell me what the coding at the end of the discussion does and how I can implement it (figuring it provides the solution I am looking for) https://help.zoho.com/portal/en/community/topic/associate-price-books-and-accounts-for-quote-generation
Read each line of a CSV in a CRM File Upload field
I have a File Upload field on a custom module in CRM. Users create a record and upload a CSV into the field. I want to create a workflow that on create: 1) Checks to see if the file is a CSV 2) Reads each field of each line of the CSV (into a map or a
Adding an image filed in LayOut
Hi, By default, there are no available Image fields in the palette for each module. How can I add a custom image field? If not available, are there any alternative solutions to introduce an image filed? Please advise. Thanks Ganesh
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
Touchpoint Score Generated in the CRM
If you have a CRMplus which has been used for several years and then set up CRM contact scoring rules, how far back does it look - specifically the opens and clicks for emails and campaigns which have been sent.
First-time client portal users
How does a client sign up to access their information through the client portal? It appears that the URL for the portal only has the option to login - does not have the option to sign up.
Adding Email Address to Orders
Hello I would like to add the email address of the Account to an Order that I've created. My Orders module is a custom module. I am familiar with creating a Workflow Rule to execute the function but I can't do the actual function adding the email to the
Add multiple Contacts to a TASK
Dear team, I want to associate multiple contacts (from different accounts if needed) with a single task. I am doing something with a contact and need different people from various accounts involved with that specific task. I can't see a way of doing
Automatically assign a campaign to new leads
We've launched a marketing campaign that directs new potential customers to a dedicated landing page on our website. On this landing page we have a custom form that prospective customers fill out that generate a lead in ZohoCRM. When our WordPress site
Function overwrite Formula Field
We have some records which we need a function to update a formula field - is this possible? We would setup a workflow to select which records this needs to happen to.
Multi Select Lookup Fields and challenges with Custum Views & Reports
Currently I am investigating custom fields in ZoHo CRM and Multi Select Lookup Fields (MSLF) in particular. In the Accounts module we configured several new custom fields including two MSLF, one for products and one for packaging items. For those fields
CRM integration - opt in / out
Hi I'm new to Zoho Forms, and I'm building a web contact form to integrate with our CRM Leads. The form has an "EMail Opt In" decision box, but in CRM this is represented as an "Opt Out". Therefore in the integration I need a binding like this: (CRM Opt
Workflow Rule Exception
Can you create an exception to a workflow rule? For example I have set up a rule whereby the account type changes from Prospect to Customer if a deal is Closed Won within the account. However I wouldn't want this changing if the Account Type was set at
Workflow Automation trigger based on past/older date?
Is it possible to trigger a workflow automation based on a date value that occurred in the past? Here's the scenario: Twice a month we have an admin enter leads manually, which are collected from an offline lead source. The "transaction" dates from
Custom Function for Mapping a Field Across Two Modules
I would like to know if there is a function that will help me map a date field (Demo Date) from one module (Accounts) to another (Deals). I know I can include this field as part of the native Lead conversion process, but this date field is not typically
Auto create ticket in zoho desk when a field is updated in zoho CRM
I want to create a service desk ticket when two fields in a customer record are set to a specific variable. Currently I can do this with a workflow in CRM which triggers an email to zoho desk and creates a ticket. The problem is that contact details
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