Updating Accounts Module with Custom Module address
Hi there, We are currently using ZOHO Finance Estimates to quote our customers and we have run into an issue with addresses. As our Sales Team only use CRM rather than Books they cannot add addresses, so they have to wait until I can change the address in Books. We currently have a Custom Module which we use to store information on specific Branches of an Organisation. Is there a way we can have the Branches addresses replicate across to the Accounts? I have tried playing with Custom Functions and
How to filter a multi-select based on the value of another field?
I know from lots of reading that this is a well-tread topic. I've got a decent solution in a stand-alone Creator app, and would still prefer to implement without recourse to Creator or a rather more complex round of coding within CRM. So, one more time,
Dissapointment with Contact Roles
Hi Zoho, I am dissappointed with the current functionality of the Contact Roles related list in the Deals module. The inability to use them for email communications through deals gives them very little utility. There are several other threads that have
Field update
In the leads module we want to update the status automatically once the first/second email is sent (field update would be called first email sent). How would we achieve this?
Querying MySQL database to update zoho crm records
Hi, I am using Zoho crm for our customer interactions, but the latest product masters are still maintained in MySQL server. So currently when ever we get a new lead the product information is manually entered by running simple query scripts. How do
Auto add field value in 3 modules
I have a multiple select field (complaint) with the same information in 3 (leads, clients, deals) different modules. Every time I see a new complaint I have to update all 3 fields in each module. Is there a way to automatize this by only filling the new
CRM & Desk - Departments and Related Lists
Guys, We're building out our Zoho One subscription and have started integrating CRM and Desk. In Desk, we have defined departments - let's say technical support and order entry. Clearly, tickets are very different from one another and handled by other people - but they are related to the same account in CRM. it seems all tickets end up in the same related list in CRM. So - this gives me three questions. 1. Is there a way to create a related list by department to keep different type of tickets different
Record is not updated even though function says it was
See screenshot. Update result says succeeded, but the record's fields are not updated. I double-checked the LeadId.
Assessment Module
Whenever I am adding certain questions in Assessment Module, its showing this error "Internal server error. Please try again later." Kindly suggest the reason. Thanks Crownstack Team
Problem Code
Why will the below code not work to create a task. It doesn't fail over the task just isn't created. All it does is update the "Lead Status" leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong()); //info leadDetails; Taskmap = Map(); Taskmap.put("Subject",ifnull(leadDetails.get("
How to turn on "do not allow duplicates" but do allow integration updates
In our line of work folks usually start our sales process by filling out a short interest form. When they are ready to enroll they follow up our interest form with a much more thorough application. I'm curious if there is a way to use zoho forms to fill
Getting ID of a field in a Record for Populating in a lookup field
Hi, I have a module 'A' which have a lookup field 'b'. I want to populate lookup field 'b' using field 'c' in Module 'D'. How can I get ID of field 'c' from module D as i have to use ID to populate Lookup field 'b'.
Custom button
Hi. Our business process requires to make appointments that are always the same. Is there a way to click a button and have the fields from the lead pre merged into the meeting? for example the address Appointment date and time Host
Creating Custom Button to Create a Note on Lead
I am using a Custom Button to create a note on a lead. I want the user who clicks the button to be the "Created By" on the Note. This is not working. No matter who clicks the button, It shows my ID and name. Here is the original code: desc = "Outreach
Why had a topic I was previously following now disappeared?
https://help.zoho.com/portal/en/community/topic/custom-function-12-add-pre-defined-notes-to-records-in-a-click This was there just two days ago and now it seems to be gone. Ishwarya SG was kind enough to help me with some code and now I can't get back
Pushing CRM products to Books as items via script - how to link the two?
I am aware of the integrations available between Zoho CRM and Zoho Books, and our company is leveraging them. However, syncing needs to happen on-demand for one of our workflows, which requires producing entries for custom product in CRM and syncing them
Adding a field to a related list
I would like to create a custom related list between vendors (or a custom module) and deals that has additional field specific to the union. For instance, Contact Roles and deals have a field that only pertains to contacts in the deal. That field is
Function's Name column is too narrow
Hi, A Few months ago, you have made some great changes to the functions management. In the proccess, looks like you have narrowed the column width of the "Function Name" and it is very annoying... Can you please switch it back to how it was before?
Trigger one specific workflow when using "{"trigger":{"workflow"}}"
When using "{"trigger":{"workflow"}}" it triggers all workflows on the specified module, but ¿Can it trigger one specific workflow, or workflows? If this works would be really helpfull since I need to trigger only one workflow from another module, without
Auto-create Event with Call Information after Logging Call
Hey all! I am new to the forum and am on a learning curve with these Functions. I could definitely use some help! Goal: I'm trying to create a function (and workflow) that will create an Event on my calendar upon completing a call or logging a call with
Populate a contact lookup field based on selection of a PickList
Hello, I know that i can setup a field dependency to auto select items from one picklist to another, but what we would like to be able to do is to select a District picklist field that contains a listing of cities and then populate a contact lookup field withing the lead with the correct person. is this doable? and if it takes coding help would be appreciated! Thanks, Rob
Contacts Module Button not converting to custom module
I'm trying to create a function that sends a contact from the Contact Module to a custom module FormerMembers (API name). I've commented out the delete line of code until I can get this operational. I get the success message, but nothing seems to be created.
Function day of the week? Help.
Hi, I am trying to write a function that when I create a new Lead get a date information from one field and place it in another field with different format: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. Zoho CRM: Program Leads: Modul
How to find crm field name (not field label)
Zoho Cares is no help - they demand a screenshot - a screenshot makes no sense, completely non-applicable. Clearly someone is telling reps "always get a screenshot" arggg. Now it's the weekend and this is a critical issue for us. Here's an explanation
Attach file uploaded Zoho CRM
Hi. I'm trying attach file in email trough Deluge function, but i can't access to file, only to the url. the call to zoho.crm.getRecordById("Attachments", 150xxxxxxxxxxxxxx) return failure (150xxxxxxxxxxxxxx is attachment_Id) Can you help me?
Set Product to "Inactive" after adding it to a SO
Hello! Hope someone can help me out with this. Maybe it would be a simple thing but, I'm a newbie with the platform. I change the label of the SO to "Separaciones" and Products as "Listado de Lotes". What I'm trying to do is a Workflow that updates the
Getting records from a subform
Hello, i'm trying to fetch some data from a subform that holds information of asset lendings, the subform is located inside every lending register, and this registers are part of a custom module. The problem is getting the data from all registers from
Totally New to Functions
Hello Community. I am entirly new to CRM deluge functions. Trying to learn, but also have my feet to the fire on a deadline. I need some help writing a custom function to update a "Account Country" field in the Cases Module based on the "Shipping Country"
Adding the user Manager and His manager to the Deal Function
Hello Zoho Team & Community: I need to write a function that brings the current user the deal owner "reporting line" i.e his manager and his manager manager and insert it into the Deal. I am assuming i would use the Get Users API or the Role API? Would
Syntax to POST a MEDIA from Zoho CRM to Wordpress Media Libray (Zoho Deluge)
Hi, I try to post a picture from a product from Zoho CRM to Worpdress Media Library. This is what i'm doing but i have an error : Execution exception : 'Error due to - 'Internal Exception'' picture= ifnull(prodDetails.get("picture"),""); map = Map();
Updating a field with two fields in same modules(Lead)
Hi there, I'm trying to create a function which updates a module with two fields combined in Lead. I have a [Company] field which I use as household name in lead. What I want to achieve here is to put Lead's Name[Last_Name&First_name] into [Company].
Menu "Connections" is missing and calls in custom functions to other Zoho services fail with code 14
Greetings, since three days the REST calls to Zoho Books via custom functions fail with the following error message: {"code":14,"message":"Invalid value passed for authtoken."} I wanted to refresh or renew the integration with Zoho Books but noticed
Create a task on a account via function
I'm trying to create a function for accounts that creates a task based on certain conditions and processes (that's why it's not possible to just use a workflow). Everything seems to be working fine, with the exception of the task creation. Does anyone
From email address in sendmail - Custom Function - Zoho CRM
Hi, Using SendMail in a custom function in Zoho CRM, we want to configure the From attribute to a specific user instead of zoho.adminuserid or zoho.loginuserid. Additionally, when someone receives an email sent with From attribute set as zoho.adminuserid
Modify Field permission on Deals depending on stage
Hi is there a way to modify a field Permission depending on a Deal Stage? or is there a way to modify field permission from a function? i want a certain field to be read only from certain stages onwards.
Passing CRM Values to a Custom Function as Parameters
Hello, Could someone help with this little custom function, please? It sends a text message as part of a workflow to a lead's mobile number, addressing the lead by name. How do I pass those two values from the Lead module? I see how to edit the arguments
lead count update automation
I want that if a lead lands on my zoho crm leads module, if lead meats some specific criteria like ( leads ) campaign is equal to ( ABC ) & there is also a campaign name called ( ABC ) then update the lead count in the campaign automatically. i use the bellow function but it is not working campId = "3078208000001883001"; mp = Map(); mp.put("CAMPAIGNID",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; i have also edited the arguments
Skipping import of new leads doesn't check contacts module
I tried to see if others have this issue, but have not seen any posts. When leads are created, whether by list import or automatically from a website contact form, it seems Zoho will skip based on email only if that email is in a Lead record, but does
Zoho CRM and Books --- sales orders into invoices
Hi, Zoho CRM and Books ---> sales orders into invoices We are looking at moving over from Quickbooks/ Salesforce into Zoho CRM and Zoho Books. A key thing is sales orders. We get bulk sales orders & then issue invoices when items are ready for shipment, sending off invoices for parts of the order. From what I can tell, we can raise a sales order in zoho crm, but can we issue invoices from that sales order in zoho books? Your assistance very much appreciated! Kind regards,
Automatically Update New Opportunity Owner to Match Account Owner
I am in need of a custom function to accomplish the following scenario: Our software runs on an annual subscription model. When customers are approaching 30 days of their subscription renewal, an opportunity is automatically created for the renewal. This
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