Retrieve CRM Invoice Subject Field in custom function
For some reason the invoice "subject" field is not returned with the zoho.crm.getRecordById method. Essentially all other values except the field that is required to create is not returned. Very odd. But I need a means to retrieve this value in a crm custom function.
Filter is not working properly.
Hello everyone, Filter feature in Zoho helps me a lot in the mass update and other quick views of activities. But the sometime filter is not working properly. Kindly find the below pictures for references. As you can see in the above picture, I just copy the deal name and paste in the activity filter but it shows nothing. Kindly help. Thanks, Shubham Agnihotri
Problem in Creating Report.
Hi everyone, I'm trying to create some reports but reports are not accurate. I tried to create a task-related report in 2 different formats. 1- how many Task done in the current month for deals with some custom fields of task. 2- Same reports with account wise. But both reports are showing a different number of records. And also showing some records that are not available in the system. Kindly help me. Thanks & Regards Shubham Agnihotri
Create a function to clone deals after it is closed
I want to create an automated workflow to clone an existing deal after it is closed. The new deal is for our sales team to follow up with our customers about their maintenance renewal. Existing process After our sales team close a deal, they have to manually clone that deal and do the following 5 things for the maintenance renewal. Can you help me automate this process? Looking forward to your reply.
How do you get the CRM Account from a Project record
Through the GUI web interface its possible to see that Projects are linked to the customer Account in CRM that the project is for, however I can't see that link / account ID in the data returned from the API (eg from GET /portal/[PORTALID]/projects/[PROJECTID]/). Is this done through Entity Properties? In which case what should the entity_id parameter be set to? Thanks Simon
Function to bulk delete records in ZohoCRM
I have a couple of custom Modules and I'm currently bulk deleting related records like this: CalendarEvents = zoho.crm.searchRecords("Calendar_Events","(Resource:equals:" + resourceCalendarId.toLong() + ")"); for each CalendarEvent in CalendarEvents { deleteRecordMap = Map(); deleteRecordMap.put("module","Calendar_Events"); deleteRecordMap.put("id",CalendarEvent.get("id")); deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap); } It works but seems awfully inefficient as soon as it's
Conditional Lookup between Product and Deal modules
Hi! First time posting about Deluge formula creation. I am hoping someone can help me create a solution for the following problem so I can better learn the Deluge syntax (it's throwing me for a loop right now!). Requirement: Update 'Referral Fee' in Deals module IF 'Referred By' field is populated (ONLY). Idea: I want to create an IF statement that determines if the 'Referred By' field is NOT blank. If True, then lookup the Referral Fee in the Products module and update the field ('Referral Fee')
Cannot send email to a contact
I am getting a message "You cannot send mail as both the primary and secondary email addresses are invalid" when trying to initiate an email to a specific contact. I can send to other contacts, or from accounts, but a specific contact. why would this happen? And how do I fix it?
Executing a task completion based on email sent
We use email templates to send emails to prospects. We forgot to mark a completed task "email sent" for those contacts we sent the email to, is there an efficient way we can lookup these contacts and do a mass "completed task" so there is a record in activities? We can run a report for the the contacts that received the email but we are lost as to how to mark a completed task for those contacts.
Is it possible to match the people that liked our page with contacts in the CRM?
Hello! I would like to connect our contacts in the CRM with their profiles in Facebook. How can we achieve this? Is there a way to do it through the likes in our Facebook page? So far, I have been only able to match with contacts or leads that sent us a direct message via facebook. Most of our contacts do not contact us that way but then they go and like our page. Is there a way I can do this? I would like to have their social media profile picture in the CRM contacts picture. Best regards,
Auto Charging Clients Card
Is there any way to charge Clients card in zoho books when there is a change of stage in Deals module?
Approval - Delete Contact on Rejection
Guys, I've working with the integration of CRM and Desk. In my workflow, the ideal situation would be that I can enable CRM-Desk sync but that I manually approve or release contacts from Desk to CRM. The reason is, as reported by others, otherwise you might be creating a lot of contacts that hit our mailbox but that I do not want as validated contacts in CRM. So - I have created a workaround with the approval processes in CRM. - Any new contact in CRM with lead source = ZohoDesk automatically triggers
Setting defaults for "Find and Merge Duplicate for..."
To remove some of the extreme tedium from Zoho's poorly implemented merge function, I would like to set defaults. Currently I am defaulted to match "ANY" when I would never do that, so I always have to click "ALL". Then it makes me click on several totally irrelevant drop boxes to turn off phone, mobile and other useless match criteria. Is there a way I can set: Match to default as "ALL" Firstname to default to "IS" Lastname to default to "IS" every other match field default to "-NONE-" This will
Quotes Module - Product Details
We have a simple request to add a commission calculation per line item in the quotes and sales orders module. We have the fields required already added to the respective modules, but now we need to just calculate the actual commission in the line item! Our commission is calculated as: Unit Price x Commission Percentage x Quantity. Any idea of how to accomplish this per line item?
Coping Data from One Field to another in same module
I had setup a created a custom function like below but it doesn't work, can you please help void GrnNoUpdate (int PoID, string GRNNo ) Edit Arguments PoIDStr = input.PoID.toString() ; mp = map() ; mp.put("GRN No.",input.GRNNo); updateResp = zoho.crm.updateRecord("PurchaseOrders" ,PoIDStr ,mp ) ; I have a PO number filed which in some cases I need this to be exactly as "GRN No.", but this function won't work, i copied this with another function which is working fine from one module coping to another
Why would this custom button not execute properly?
Hello Friends! I am racking my brains trying to figure out why my custom button is not pushing data from the "Leads" module to the "Appts" module. I have 'id' defined as Leads Id. I have another custom button in the leads that works perfectly fine. I have pasted my script below, maybe someone can help show me where I went wrong. Also, would Layouts effect a button at all? Thank you! apptset = zoho.crm.getRecordById("Leads",id.toLong()); info apptset; mp = Map(); mp.put("Lead_Plan_Sponsors",apptset.get("id"));
Zoho Campaign App vs Zoho CRM Campaigns Module.
It always seems that there are more than one way to use ZOHO and the answer always seems to be "It depends". I guess that's the trade off between flexibility and structure. It would be great if ZOHO produced a series of "here is your alternative option" but as each App has it's own "Team" I'm guessing they will have a biased solution. So here is my question or at least my understanding of the approach. I have a form on my Web Site that I use to collect subscriptions to my Blog and Newsletter. i have
Failing Function
I have a custom function that was working just fine until this week. The workflow is set to create a task for a user whenever they receive an email from a contact: Workflow Runs a Function: user = zoho.crm.searchRecords("Contacts",emailAdd); taskInfo = Map(); taskInfo.put("Subject","Email Received From " + contactName); taskInfo.put("Owner",ownerID); taskInfo.put("$se_module","Accounts"); taskInfo.put("Due_Date",zoho.currentdate); taskInfo.put("Status","Not Started"); taskInfo.put("Send_Notification_Email",false);
CRM Convert a Unix Timestamp to DateTime
Hello, I am new to deluge and I am looking for some help please! I have API integration in place from my website, one of the fields I have is a unix timestamp - which I can pass as a string, but in order to make it readable and of use I need to convert it to DateTime. It looks like i'll need a script to achieve this, but I have no idea where to start. I assume I need to fetch the value from the field that has the Unix Timestamp, convert then write back to another DateTime field? Any help starting
Zoho CRM - Stage History Detail View
Hi, I've created a custom deal layout, and my amount field is a calculated field so I don't want to use the built in "amount" field. My question is, how can I customise the below to pull information from my custom field? I've clicked on customise, but none of my custom fields are there
How to Automatically Put Related Fields into a Layout
Trying out Zoho CRM and have created a custom module to capture a specific type of customer interaction. Want to relate that module to both a contact and account. Added a contact lookup on the layout. Once a contact is selected would like to automatically add the related account for that contact to the custom module. Is there an easy way to do that?
open task in Asana for review processes
Hi, When we create a record in Zoho CRM, it enters a review process. I want to open a task in Asana when this review is started. I wrote a function that opens the task in Asana and I created a workflow rule for triggering this function. But this workflow rule works for created records, and the record is not being created after the review. So the task is only opened after the review process which is too late. Is there a way for me to trigger the function that opens the Asana task when the record is
How to create 2 Contacts, an Account and a custom module (wedding), then link them, once a Lead hits a stage?
Hello, I would like to create 2 Contacts, an Account and a Wedding once a Lead hits a certain stage and link them together using a function e.g. the 2 Contacts are linked using a partner field plus linked to the Account, also the Contacts and Account are linked to the Wedding module. I can create records using a function but I don't know how to create multiple in one function and do the linking, help please!
I cannot get my function to work to update all contacts inside an account when the account record is updated
I need to be able to update a field on the account record and all contacts related to that account be populated with that update. Sometimes it will be adding new data to the field, other times it will be overwriting existing data. Example: If I change Account Status to Former Customer in the Accounts Module, I need it to update Account Status in the Contacts Module for the contacts associated with that Account. Same thing for other fields, such as Account Type. I configured a function related to
Custom function to look up related records
Hi there. We are trying to implement an approval process for Deals that requires (at the appropriate deal stage) approval of any deal that is to be performed for a "new" Account - that is, an account for which we have no previous deals that reached "Closed Won" stage. I think this requires setting up a function in the Deals module which looks up the related Account, and returns a True/False value depending on whether that account has any other deals that have reached Closed Won stage. But I am
Very Simple Custom Function
Hi, I have a custom module with a subform and would like to create a field to reference data inside the subform. For example, I want a field to show the total profit of a sales order. In the subform, The module is called Custom_Quote and the subform is called "Product Details". I have a fields Cost_Per_Unit, Price_Per_Unit and Quantity. In the module, I want a formula to calculate Price_Per_Unit - Cost_Per_Unit * Quantity, for all line items in the subform. It's my understanding, that the only
ZOHO CRM Field Validation Issue
HI, We've very basic requirements like 1) Once stage reached to Closed Won or Loss, which is logically and end of opportunity life cycle, Salesman should not be able to edit. 2) Forecast category should be linked to stage. User should not allow to select Forecast category seperately 3) Closed Date validation, its should be either current date or future date, when user is Close opportunity. Just that, we are new to Zoho and migrating from Salesforce. Just these basic valediction are not working.
Owner update
I want to update my sales owner I have one lookup field in Sales module.İt name is Sales specialist.I want the sales owner to be a sales specialist every time I create a sale. How can I do with function
Email Sync in Vendor Module
In the Potentials Module there is an email sync. Is there a similar email sync that can be made available in the Vendor Module to capture all vendor related communications which are not linked to a potential?
How do you search a Linking Module?
I have a custom module (CustomModule6) that has a multi-select field related to Vendors. There is a linking module (LinkingModule2). For a particular record in the custom module, how to I get the IDs for the selected Vendors? (using a custom function where the input is CustomModule6 ID) I've spent a few hours at this already trying all sorts of things without success, so a nudge in the right direction would be appreciated.
POPULATE SINGLE LINE FIELD FROM LOOKUP FIELD
Dear, how are you? I'm trying to auto populate SINGLE LINE FIELD in customModule1 with the data from LOOKUP FIELD in customModule2. Is that possible? PVU
Building Function for automatic data in field
Hi!! I`m trying to build a function to automatically bring the value of a package when it is selected in the deal module I really don`t know where to star. thanks
Automatically schedule call when an email from Deals module is opened
Hey Team, I might have missed this but is there a way to automatically schedule a call when an email from the Deals module is opened. I know we can schedule calls on mass mails. On the email workflow, there is no Deals module, only Leads and Contacts and you can only create a task not schedule a call. Do I need to write a custom function for this? If I choose Contact in the Email workflow, will the call be associated with the Deal or just the Contact? Or should I also put the deal name in the custom
Zoho Finance and CRM integration question
I would like to know if it's possible to set up this integration: When a Zoho Finance Invoice status is updated to "Paid" the Stage field on the Zoho CRM Deals module is updated. It would be great to have this kind of integration. Any idea on how to set this up?
Sort contacts by Account type?
Hello, does anybody know, how do I sort my Contacts by Account types in CRM? I do not see that field in custom views for contacts. Thanks for your help in advance.
Function-16: Send automatic updates on deal progression by stage to all the Contact Roles
Welcome back everyone! Last week, we learnt how to notify task owners when the ownership is changed. This week, let's look at a custom function lets you send automatic updates on deal progression by stage to all the Contact Roles Business scenario: The Deals module in Zoho CRM is designed to associate only one Contact per deal. Very often, B2B sales require touching upon multiple stakeholders, and the person you engage with need not be the decision maker. It is essential to keep track of all the
Deluge function Time calculation and map with a field
Hi eveyrbody, I wloud like some date fields in my module "PRODUITS_en_parc" to be automatically calculated from other fields in the same module and depending on NOW (or TODAY) I can't do itt via formula and I read that moreover formula would not be automatically updated with Now() function (!!) So for deluge code I tried this but It does not work. Can someone help me? Should be something like this ?? Which arguments have to be mapped? I put Fields name in BOLD. mp = Map(); if(Date_Resil > Today)
Time between Changes of Field
Hi, So we have a CRM field that tracks the current activity owner, in the form of a drop down list. I have been asked if I can create a report that shows the time between the changes of the values in this list so we can see how much Dwell time there is with each owner. I see that the timeline keeps track of these changes, with date, time, etc, (See below), but how can I access these to make a report that shows the dwell time with these owner?
Menu Connections missing and calls to other Zoho Services via custom functions fail with code 14
Greetings, since three days our custom invoice creation functions fail when trying to execute REST calls to Zoho Books. The error message is as follows: {"code":14,"message":"Invalid value passed for authtoken."} I wanted to refresh or redo the integration to Zoho Books but noticed the "Connections" menu missing entirely from Developer Space. I am a bit lost on what to do...
Custom Function to link separate module fields based on lookups
Hi all, I've got two custom modules that both contain lookups: 1) "Customers" module, with a lookup field 'Unit' referencing "Units" Module 2) "Units" module, with a lookup field 'Current Occupant' that would change automatically based on the function. What i'm trying to accomplish is that whenever a 'Unit' is referenced in the lookup field in the "Customers" module, I want the relevant 'Unit' to then reference that "Customer" in the 'Current Occupant' lookup field. Does anyone have any advice
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