Autofill a field in Contacts based on the the value of another field with a formula/fucntion.
I basically want to do a vlookup like you can in excel. We have a custom module called Sales Rep. In this module the Sales Rep is connected with Vendors. In Contacts I have a lookup for the Sale Rep. I want a field that will show Vendor Name of the
Subform in a Web Form....
Do we have the ability to add subforms we have created to a web form? Seems like a no brainer that this should be an option. If not, is there some sort of work around. For example if our webform is requesting info about a family, how are we suppose to
Is it possible on invoice creation, to automatically send the invoice as pdf from an inventory template, to the client?
In combination with Zoho Flow, I've managed to automate the creation of the invoice in CRM, but cannot seem to figure out how to send the same invoice as a pdf attachment to the client via email.
Linking a new lead to a campaign in custom function
Hi all, I have leads that automatically come into Zoho CRM from Facebook Lead Ads via Zapier. I'd like to link a new lead to a specific campaign when the lead is created in Zoho. I was thinking of doing this via a workflow. Can anyone please help out with the code for the custom function? Much appreciated. Matt
Get holiday list from Zoho CRM
Hello, following function has a <holiday_list> parameter: <variable>=<start_date>.workDaysBetween(<end_date>,<weekends_list>,<holiday_list>); I would like to pull the holiday list from zoho crm. I could not find any reference on that matter. Is it possible?
Round robin based on User's gamescope?
Hello, dear Zoho community. Are there any chance we can assign the leads via round robin using the User's gamescope as criteria? Or probably there is another better solution to assign the lead to the best User?
Conditional IF between two modules syntax
Hello, I am trying to write a conditional statement with deluge to speak to two different fields in two different modules within the CRM. Is this possible and what would be the exact syntax to use. Below is an example of what I am trying to accomplish: variable1 = zoho.crm.getRecordById("Module1, module1id); mp = Map(); if("module1_field_API" == "Yes") { mp.put("module2_field_API","Yes"); } update = zoho.crm.updateRecord("Module2, module2id, mp); info update; info mp; Is this totally wrong? Any suggestions
Auto-populate US Zip Code (custom module) based on Address, City and State
Hi there, I have found several topics on how to auto-populate address based on Zip Code but not the other way around. I need a custom function to auto-populate a Zip Code field based on Address, City and, State fields in a custom module using Google Maps API. Thanks!
Custom Function : Updating Lead Score.
Scenario: Updating Lead Score. You may want to rank the leads in your CRM account in order to determine their sales-readiness. The scoring can be based on certain predefined values. This lead scoring can be done with custom functions. You can have a custom field for the Score and use custom functions to update the Lead Score based on certain values. When you update the fields in leads, the score will be updated automatically. This custom function can also be used for other modules by making small
Checking validity of fields when converting Leads
Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business
How do I exclude the ZOHO ID column when creating reports.
How do I exclude the ZOHO ID column when creating reports. I am "auto scheduling" reports regarding "top potentials" and the first column is always that "ugly" :) ZOHO ID Acct Number. I have selected as a column the Account Name (mandatory field), but how do I not show that "ugly" ZOHO ID Account Number? It is distracting, unattractive and very space consuming?
Assign products to specific users
Hi, i can´t find a proper solution to assign products to specific users. That´s the requirement: We have a wide range of products in our system. Some of the articels should only be available in the quotes creation process for a specific user group. Other user groups should have access to totally different products. Up to now i tried to assign products to price books or price lists, but i was still able to choose products from the whole product cataloge. I also tried to set the products modul to
Function to SPAM when Phone field contains letters
Hello, I have some issues with spam in my webforms. Could you please provide a function that moves to trash the contacts automatically when the phone contains letters? Thank you
Email merge field to insert Products from a Deal
Group: I am once again knocking on your door in search of the wisdom of the Zoho community. I am putting together an email template to send to a contact that includes the details of a Deal. I'd like to include the Product that's been added to the deal, but Product doesn't seem to be an option in the list of Merge Fields. Any idea how to get a product indicated in the native Related List within the Deals module to populate in an email.? I understand that we can add a Lookup field to the Deal that
Zoho CRM: assign task to user in user field
Hi, I would like to assign a task to a user in my Deal module which is not the Deal owner, but rather a user assigned to a custom "User field". What would be the function to: 1- Fetch the user ID 2- Create task and assign to user 3- Relate task to Deal The API name of my user field is: "User1" Thank you!
Trouble Uploading a File Using InvokeUrl through Box API
I am having trouble formatting the parameters to upload a file through the Box Api using InvokeUrl. I have included a sample Box API request for reference. I'm not sure how to handle the "file" in the request. I have tried many variations without success. I have pasted the code I am using without addressing the "file" in the request. Any help would me much appreciated. I am getting a 400 error code from Box. /*BOX API UPLOAD FILE REFERENCE curl -i -X POST "https://upload.box.com/api/2.0/files/content"
OR option for "required" fields in layouts
I'm not sure if what I want to do is currently possible. My use case is this. I make a deal and I want to make the lookup fields required to match the deal to a lead, contact, or account. But I don't need, or want, to make all these fields required at all times. I need *AT LEAST ONE field required for the deal to validate. I've tried setting this up in blueprint, but that works off condition->trigger system which does not let me use the lookups as primary field for conditions. If I'm doing something
Zoho CRM - Copy mailing address between Contact and Account
I need to print an address for a mailing. The issue is the address is under the account, and the name under the contact. Is there a way to do this? I was thinking maybe there is a way to copy the address to the contact, and then just print from there. (I did ask this question a few days ago, and incorectly said the address was under lead.) Thanks
Transferring Data Upon Record Creation
Hello, We have a sales process that follows a record-keeping path from module to module. It looks like this: Potential Sales Order Custom Module Invoice At each step from module to module, we create a new record from within an existing record. I.e. we create a sales order from within the "Potential" record when the time is right. What we're looking to do is have some of the data from the current record populate into the new record when you're creating it. Our users report a great amount of frustration
Automatically copy Contact Address to Lead Address for printing?
I need to print an address for a mailing. The issue is the address is under the contact, and the name under the lead. Is there a way to do this? I was thinking maybe there is a way to copy the address to the lead, and then just print from there.
Potential vs. Quote
Hi, We've been using the basic functions of Zoho CRM for about a year. We are about to invest in improving our workflow and configuration of this system, along with connectivity to our Inventory System. One question I wanted to understand is - both from a technical and practical perspective - what is the difference between a quote and potential? As far as I've been able to determine, once a potential only reaches an outcomes - e.g. closed won, closed lost and never converts to a sales order and
Text Based Formual field
Hello! I am trying to create a formula field for the following scenario There is picklist type field name Anrede with values "Herr" and "Frau". This field is used for German Salutation. There is another picklist type field named Formal/Informal which has values like "Sie" and "du" Now I want to create a new formula based field where If the Anrede field has value "Herr" and the Formal/Informal field has value "Sie" than the new field should show "Sehr geehrter Herr". Similarly If the Anrede field
Products in CRM
We have probably about 40 services and products for our consulting and software company. Our clients work with us on a yearly basis, renewing licensing with us. They also sometimes purchase additional services from us. We are currently using Deals to track sales through the pipeline. And I wanted to use PRODUCTS to track licensing with us. But it does not look like Products is how you do this. How do we track what products our current clients are subscribed to? What is the best module to do this?
Calculating Age from Date of Birth
Hi, I was wondering if it was possible to make an "Age" field on the contact that would automatically calculate the contact's age based on their Date of Birth. Is this possible through a formula field? If so, could someone please advise on how to set up? Thanks!
CRM Contacts Birthdays
How can I create a view that shows me the contacts that have their birthday on the current week so we can be aware of it. Thank you
Update record custom module script
Hi I have been trying for hours to work out what i am doing wrong Custom Module called "Service Request" I want to update the "Email" the the email address of the clients VoidUpdateSR(Int id,String email) //setup map mp=map(); mp.put("Email",input.email); update = zoho.crm.updateRecord("Service Requests",id.toLong(), mp); info mp; info update; Get this error after putting in the ID and Email Address _____________________________ Info {"Email":"blackedout@gmail.com"} {"status":"failure"} Function
Automating upload of an Account Image
Is it possible to upload an image to the Account_Image field in CRM? I tried this to copy an existing image to another record to another but it did not work... response = zoho.crm.getRecordById("Accounts", 000000000000000000); imageFile = response.get("Record_Image"); update = {"Record_Image": imageFile}; response = zoho.crm.updateRecord("Accounts", 1111111111111111, update); This did not work either (although admittedly the documentation for the .getFileContent() did say it returns junk from image
Custom function: Form subform entries to related list records
Hello, I'm looking to code a function for the following scenario: We send our client a Zoho Forms. In the Forms, theres is a subforms asking for that clients' partners (Name, email, phone, role, screenshot). This subform is linked to a subform in zoho crm's Deals module. We want a function to create a contact for each of the subform entries and link all of them with the Deals record through the "Contact Roles" related list. How would we do this? The API names are: Module: "Deals" Subform: "Partner"
Lead to custom module
Hi, hope you guyes are fine and doing great. i was searching out to the solution of how can i transfer lead to custom module. what i am doing right now. i created a copy of lead manually and name it Do Not DIsturb, and in the workflow rules created a rule on lead module and its that when a Lead Status is DND/Do Not Disturb then custom function trigger. Through that custom module i need to connect my custom module, can any body help me??
Company name missing from Activity list
How can one add the Company name to the Activity view The Company field is not even listed in the edit view option. This is such a basic requirement. Any help gratefully received. Charles Smith
Automated Email Reminders on Unpaid Invoices
Hello, I need to setup a schedule for automated emails to all billing contacts on unpaid Invoices. I believe this requires a schedule to be setup based upon a function, and I'm looking for help setting up this function. There are two parts I need help with in the Deluge editor: Sending email To the email of all contacts who are attached to Invoices with a status of either "Unpaid" or "Paid in Part" and a "Due Date" after the current date. Screenshot of how these contacts are attached to Invoices
Get Lead ID from associated Calls Record (Activity)
We have a webhook that will send the Call record on certain condition to Zoho Flow. The issue is that even though the call is associated with the lead, I can't find a way to extract the Lead ID. When the call is associated to a lead, how can I get the Lead ID from Call record? Please let me know if there is a custom function I can create to accomplish this.
CRM Function Help
Hello, please help if this is possible. I am trying to write a function that, when a lead comes in, gets the lead Company name, searches our Accounts Module for an account with that company name, retrieves the account owner for that company account, and automatically assigns the lead to the account owner. In the leads module, Company is a single-line field and Owner is a look up field In the accounts module, Account_Name is a single-line field and Owner is a look up field as well. This is what I
PDF Export Button
Hi Zoho CRM Community! I am working on the final stages of deploying our quoting module and have hit a few snags. First, our team will be using a different template for each sales channel (Domestic Direct, Domestic Distributor. and international) because the system does not allow any dynamic content generation. We have different fields and models we display to each customer group for various reasons. Reviewing the community board I see a work-around utilized within Zoho Creator, but the work-around
Facebook Lead Gan
Hi Zoho Social team, I have a problem with Facebook lead gen. 1. In lead forms I have a Fields Mapped to a field that is a Unique field in the CRM and I think this is way I get an error "failed to sync" from Lead Forms, and I don't get the second request from the lead to get back to him. I need to get a notification if a lead leaves a new form to get back to him, I can lose clients because of this. 2. I am not seeing all the Ads, My marketing manager has uploaded a campaign from the Facebook ad manager
Sending with a Deals custom field filter
I use Contacts and Deals. I want to send an email to all contacts where a Deals custom field called "destination" is = to Paris. How can I do that? From Contacts, you cannot see any Deals fields and from Deals you cannot see Contacts fields?
Customer function - How to get current user id?
Hello, I wish to create a new record in a customer module and set the owner to be the user performing the action. zoho.loginuser, zoho.loginuserid appear to give a string and email address respectively, and not the long int required by SMOWNERID. Any ideas please? Simon
Lead Page doesn't refresh
Currently my work flow is as follows. open lead tab. Click call button within the lead view. Complete call using phonebridge (Ringcentral) by clicking done Workflow triggers and updates lead record. One the lead tab the records don't refresh unless I press F5. Is there a workaround? I know if I update the lead using a custom button it works, but I need it to work from phonebridge. Thanks, Mike
Round Robin Distribution once there's a Field Update
Hi Is there a function that can do a Round Robin Distribution once the user have updated a field. I Created a group = Chinese speakers, English Speakers. Then I also created a dropdown field that says "Chinese Speaker,English Speaker" once they update the field to Chinese Speaker the lead owner would change to a chinese speaker but I want it to be a round robin distribution to Chinese Speakers Group everytime i update each and every leads record.
Download attachment (to variable)
I'm writing a deluge script to download an attachment from one vendor and attach it to another. Zoho told me to use invoke url with a connector, but I'm not sure how to esatblish a connector between zoho crm and zoho crm. Any thoughts on how to do this?
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