Workflow rule does not trigger/run when the 'field update' field is updated by a finction.
Hi there, I have found that workflow rules do not trigger when the field that is set as "Field update" is up dated by a function. I have a DEAL workflow rule set like this, When do you want to execute this? : *On record action, *field update. I have created a schedule action. I have specified a field (on the deal), which is updated by a function. The function that updates the field is run in a blueprint in the TASK module. The workflow rule works as expected when the field is updated either manually
How to auto merge leads when new info gets ingested into the CRM
We have 2 contact forms connected to Zoho CRM. The first contact form is the initial contact form that any user on our website can fill and send. This has been setup to automatically create a new lead inside Zoho CRM. The second one is a form where users
Autopopulate the main field of any module
There are certain module such as deals where we cannot add a function in the main deal name. Is it possible that I can make a deal name as a compilation of different variables in the deal like "Customer Name-Quantity-Quality". Can you help me with the
"On User Input" trigger in CRM
Hi all, what are your thoughts on making "On User Input" an available trigger for workflow rules? Seems like it would make form input a bit smoother when calling custom functions to populate fields. This is already a feature in Creator.
Automatic Capitalization of Name Field
Hello would like to be able to build a custom function to auto-capitalize the Name field, using a custom function. We bring leads to ZohoCRM in from Unbounce. Thanks!
How to show Lead ID in a custom view?
How to show Lead ID in a custom view? It's not shown in the list of columns while creating customized views.
How to update automatically a custom field base on a date
Hi everyone, I created a custom field named "Contract Status" which has status like: Subscriber Not Subscriber Retired And also created two other fields: "Start of Contract" and "End of Contract" Behavior wanted: What I need is that if the field "End
How to auto create an estimate in Potential module with selected product
I'm a Zoho One user, How to create a button in my Potential module so that it will auto run to create an estimate (Zoho Finance) customer record, together with pre-filled product and amount. So that i no need to create an estimate and fill up the amount manually.
Function-19: Add leads to campaign records at the click of a button.
Welcome back everyone! Last week, we learnt how to update the lead records with the Notes and Activity count. This week, let's look at a custom function that adds the leads to campaign records at the click of a button. Business scenario: The Campaigns module in Zoho CRM helps you plan and run promotional campaigns effectively. The campaign record centralizes all the related leads, contacts and deals associated with the campaign. It helps you stay on top of cost, revenue, and the revenue pipeline
How to set up Validation Rules depending on multiple fields?
Hi there, Apologies if this question was asked before. Tried to search, but didn't find exactly what I'm looking for, and Deluge Code makes it even more confusion. I run a Mandarin teaching School, and we have the following issue: In Quotes, we have a
Deluge seach last deal updated
Hi , How Can I seach last deals updated by deluge code ? other question : Can I seach in date fields with deluge code ? like this : files = zoho.crm.searchRecords("Deals", "(dateCreated < Now())"); Thanks for your help
Function-32: Send mass emails to specific groups of leads or contacts
Welcome back everyone! Last week, we learnt how to get the timezone of your leads and display them in the record. This week, let's look at a function that lets you send mass emails to specific sets/groups of users from the List view page of the module. Business scenario: Although the ways in which people communicate with each other has grown to an extent where there are lots of different ways, the most simplest but effective means would be emails. Especially in the case of businesses. No matter if
Price Books - Simple, but powerful Improvements
Hi everyone, so, I guess we all agree that Price Books (PB) are a very essential element of every good CRM. Here are some of my ideas of how Price Books functionality could be immensely upgraded: Bulk Apply Price Books Probably the easiest and most straightforward of all. One button - One Price Book. No matter if it's a Quote/Sales or Purchase Order, most of the time it's one price book for the whole thing. Having to pick a PB for each single product is insane, especially when dealing with 20+ products.
Previous Lead Status
Is there a way to search based on the previous lead status and not the current lead status?
How to make field mandatory in the portal only
Hi How can we have fields that are voluntarily entered into the CRM but are mandatory in the Portal? Ive written a function which detects if the record is being updated by a non-admin (ie a portal user), and if a field contains an empty string. But I
Sales Report showing notes and activities from Leads and Contacts
I am trying to create a report that shows a break down of each salespersons activities for the week (calls and meetings) but also contain notes for each lead/ contact touched. I want it to be grouped by salesperson, then lead/ contact, and then type of
Automatically assign primary account contact to child accounts
Hi there, We'd like to assign an account's primary contact to all associated child accounts. I have created a checkbox custom field under the contact form and I have created a multi-lookup field as well to ensure the contact can be assigned to multiple
show in a module a related field of an other module
Good morning, how i can show in a module a related field of an other? For example when i create an invoice i have to select a customer, and i have to insert manually the "terms of payment". I'd like to create a custom field in customer tab where i insert
Add field in contact to display current marketing group/email list membership
Hi all, I am trying to add a field to the contact view page that shows the membership of a marketing email list from our 'Marketing' tab in Zoho CRM. I would like to also be able to add a contact to that list (or multiple lists) from the contact view
Managing Functions... Version Control ... Command Center ... Automation
I am still new to developing custom functions. I have a custom function that pushes data from Zoho CRM to Zoho Analytics. I have associated this function with a Trigger in Command Center. I know have 6 versions of this function listed on the "Functions"
How to execute a Document Merge from the CRM to see its results
Hello team! I have been exploring the Email Document Merge tool in the CRM, which sends me to the Zoho Writer to create the Document Merge. It is already connected with the Zoho CRM and I would like to explore a bit its functionality before trying to
Auto Assigning a record number
I am using CRM Deals module. I have a Quote Number field in my Deals form. I would like to assign the Quote Number to be 1 number higher than the last record added, so similar to an AutoNumber field. example I have 10 records already in my Deals with
Need help with function that carrys tags over from contacts to deals
I think I have the actual code correct but I believe that I am having trouble regarding the setup of the connection. The scopes I have for the connection are: ZohoCRM.functions.execute.CREATE, ZohoCRM.functions.execute.READ, ZohoCRM.modules.ALL The error
Data Validation for Select Field
Good morning. I would like to apply data validation for a field that is a Select Field (From a list of users). The rule that is to be applied depends on the value of another Select Field (Choose from a list of possible Deal sources). Depending on the
Bulk Write Api: Associate Contacts with Accounts when I bulk write Contacs
Hello everyone. I'm posting here after trying chat support. Maybe someone in the community knows the answer. Doesn't seem like it should be that difficult. I generate a CSV of clients and create a bulk write job. All of the clients are created, but none
Create Weekly Task to Update Customer?
What's the best way to create a weekly Task that reminds you to follow-up with a contact within Deals Module? The catch is we just want one task created each week, as long as the deal is not in a "Closed" Stage, and do not want 100 tasks created all at
Calculating and updating a field within Products module
Hi, I'm trying to update the Unit Price field with a calculation based on my custom fields Purchase Price and Markup, using the Unit Price as the product sale price. It seems like I have the calculation since when I save and execute it displays correctly based on the float values but I can't figure out how to post the calculation to the Unit Price field. Here is what I have so far: saleprice = purchaseprice * (markup + 100) / 100; map = Map(); map.put("Unit_Price",saleprice); info map; I've also
Set a field in Invoicing
Using Zoho CRM, I almost have all of the fields that I need for customer invoices. However, we assign and internal number to all of our orders. We have a custom fields module called "Purchase Orders" and I need to be able to take a field from that module
Batch Applying Price Books !!
Hi, so, I have been studying Deluge now for a while and made it quite far. I and many others in this Forum share some common requests which a far overdue, like 7+ years old! And most of them are already possible with custom buttons and deluge but should be already integrated, like combining Sales Order together into Purchase Orders or Invoices. While I have succeeded in that, I have been trying to find a way to BATCH apply a price book to a Sales Order/Invoice/Purchase Order on button click. And
If and min
Hello, I despair... I would like to create a formula field that does the following: Numberfield1 = 120 € Numberfield2 = 12 months date = 01.02.2021 now the formula field should calculate the following: If date is in future, then formula field=120€ If
Approval Process - Reminders
I have a single level approval process that is kicked off on create within a custom module. There are multiple approvers, any of whom can approve it. The issue is that when the process was initially put in place, the approvers all leapt on the notification
Custom button message response - how to have carriage return - new line.
Simple question...I have a Custom button I have added to a module. I am returning a message via the return statement. What do I add to the return string to break it up into multiple lines. EG: sResult = "Line1" + "Line2" + "Line3"; return sResult; How do I change the first statement so that the message reads... Line1 Line2 Line3 instead of Line1Line2Line3
Getting error in this line
mp.put("Lead",allleadtime.get(0).get("id")); when I add above code, it gives error like this- Argument type mismatch - Found 'DATE-TIME' but Expected '[KEY-VALUE, TEXT, LIST]' for the function 'get' Line Number:32
Custom button function: send record Notes in an email
Hi, I'd like a function that fetches all notes related to a Deal, then sends the Notes list in an email notification to the related Contact. The email would look like this: " Hello, Here is a summary of this deal: {Deals.name} {Deals.Stage} {List of notes} " Thank you for your help.
How to map fields when creating a record from a related list?
Hello! When I create a "Deal" from a "Contact" (Going to the Deal related list and clicking in "+ New Deal") I would like that some common fields would be mapped (like when converting a lead into a contact). Is this possible? If not, would you suggest me a workaround? Some information that was captured on a "Contact" record needs to be taken into the new Deal record created related to that contact. Thank you! Juan
Auto assign lead based on time based criteria
One of my client who is using Zoho CRM standard edition has a custom requirement with auto lead assignment: 1. Lead automatically assigned to first available user 2. In case of no action by first user in 12 hours, same lead automatically assign to the
Marketing contacts vs stored contacts
A major rival CRM has added a new feature. You can store as many contact records as you like and mark which ones are 'marketing contacts'. You only pay license for marketing contacts. The rest you store for free. I have clients that would be very keen
Configuration - Zoho CRM / Xero Accounts link
Hi All, Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications. We'd be looking for it to serve the functions of
Counting the Open Deals / Opportunities Attached to your Accounts
The follow code will help you Count the Open Opportunities connected to your Accounts. You need to use Custom Function under setting then follow the steps below: Create a new field in the Accounts Module such a Open Deals. Use Number type. Check the API Name given by Zoho CRM for that field. This is under Settings, API, then switch to API Names and locate the module then field name. The API names will be displayed. Open Deals will properly be called Open_Deals but you need to always check. Create
Workflow & function to update secondary email field based on a contact lookup in a custom module
Hi everyone, I'm new to writing functions so I need some help. I have created a custom module with the display name of "License manager" Module Name "CustomModule1" I have a contact lookup field in this module and I would like to create a function that
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