Using the quotes module system defined ‘product details’ field to sell a product at any price and see the profit made.
Hi All, Firstly, i would like to thank anyone in advanced who attempts to help me with this question. For quite a while now, our business has been trying to find a CRM solution that can accommodate to our sales process, more specifically the part of our sale where a sales agent creates and sends a quote. I realise that the quote module accommodates for this, by allowing you to import your products into the ‘products’ module. Here, you can set a ‘unit price’ which i understand is perfect for a company
Help! Calculating a Aging by Dates if Null
I'm working in Zoho CRM desperately trying to calculate aging between to dates, but - if the completed date is not inputted (indicating it's still open), I'd like to use now. I want to return a whole number. This is what I came up with, but it will not work... Floor(Datecomp(If(${Implementations.SSL Cert Ticket Completed}==isNull(),Now(),${Implementations.SSL Cert Ticket Completed}),${Implementations.SSL Cert Ticket Date})/1440) Help - how can I calculate the aging (time in days) it took to go
Buttons for live-manipulation within edit mode
I'd like to create a button which is similar to the existing "copy address". I'd like to have a button that is pushing moving the value of field1 into field2 and put something new into field1. So far I just know the buttons at the top of the edit page, but those cause two issues: 1. It doesn't handle information that just has been entered (unstored) 2. changes through those buttons seem not to be visible until I reload the page. Is there any solution to this?
Feature Request: Flexible Best Time To Call Options
The 'Best Time To Call' option is too limited as it only allows you to set a single point in time, however, you will contact that person outside of pre-arranged calls, so the ability to add other options would be very helpful. For example one of my best contacts only works Wednesdays 10-4 and Fridays 8-5, those are the best (and only) times to contact her. Perhaps that box could be split, so the first is 'Next call' which shows the date of the next activity/call/meeting, and the second is 'Best time
New Deal made through custom button/deluge not triggering workflow rule
There is a workflow rule in our CRM that is supposed to send out an email notification to select people once a new deal is made matching a certain criteria. We have a custom button that creates a deal that has this criteria but when the deal is created using this button the workflow doesn't trigger and an email isn't sent. Does anyone know what is causing this issue/any possible fixes to it? Thanks
Can the default date format be set to dd/mmmm/yyyy?
I would like for all of the date fields in all modules to have a date format as dd/MMMM/yyyy (01/January/2020). How could this be accomplished? I don't have a function fields available to use for the module so I would like to get it done somehow with Deluge and Workflow. Any help would be appreciated. Also keep in mind that in a few months from now Zoho is planning to update the system with these features to change the date format and still I would like to get it done sooner if possible. Thank you!
How to add a Zoho Form entry as a Related List in a Zoho CRM Contact
Hello! Is there any way to add a Form entry as a related list to a contact in a custom layout? Im using Zoho Forms to create a really complex form for an application. Most of the information there, under some layers of logic, will be used only once thus most of the information on the Form will not be needed in the CRM. However, we do need to have something relating the Form submitted and the Contact that did so, for future reference or for that single use. It can be a link to the Zoho Form submission.
Is there a way to invoke a url to the new record in a function that creates that record?
Here is the code that creates the new record: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name":"Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactID, "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee_ID":contactDetails.get("Franchisee_ID"),
Autopopulate email address based on Contact Name
I am new to ZoHo CRM and am trying to further customize a custom module. The custom module called Sales Visit includes an Account Field (lookup field), a Contact at Account field (lookup field) and a Contact Email field (Email). I would like to make sure that the Contact at Account is limited to those contacts actually in that particular account and autopopulate the email field with the Contact at Account's email address. I've looked into workflow rules and it would seem that functions are needed.
Trying to get function that creates new record to be set in a custom layout
Here's the code I have right now: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name": "Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactDetails.get("Contact_Name"), "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee
Mapping multiple values in a subform - each a different row.
Hi there, Along with zoho community forums help, I have created a workflow with a function that maps desired fields from my ‘Property enquiries’ module to my ‘Leads (buy / rent layout)’ module. The code is as follows: //Code starts propenrec = zoho.crm.getRecordById("Property_Enquiries",id); emailrec1 = propenrec.get("Email"); propid = propenrec.get("PropID"); searchleadsrec = zoho.crm.searchRecords("Leads","(Email:equals:" + emailrec1 + ") and (Layout.id:equals:xxxxxxxxxxxxx)"); info searchleadsrec.size();
Disable Calendar notification
Can you please give us the option to DISABLE calendar notifications for events from Google Calendar? Every event I create in my synced Google calendar is popping up as a notification :(
Assign people to an Account based on the territory and how to get peoples email from a lookup vallue
So I need to assign an inside sales owner to an account based on the territory so this is what I have: account = zoho.crm.getRecordById("Accounts",account_ID); accountTerritory = ifnull(account.get("territory"),""); if(accountTerritory != "") { if(accountTerritory == "Benelux") { info zoho.crm.updateRecord("Accounts",account_ID,{"Inside_Sales_Owner":"USERINFORMATION"}); } else if(accountTerritory == "Europe") { info zoho.crm.updateRecord("Accounts",account_ID,{"Inside_Sales_Owner":"USERINFORMATION"});
Show contact ID while editing contact form
How can I display the contact ID when editing the contact info form? THe only way I currentlyl know is the export the data to Excel. I would like to use the ContactID while editing in Zoho
Copying a Single Line field into a Look up field
Hi I am trying to copy a single line field into a Look Up filed in the following context Module I'm adding the function to is Api Name is Attendance_Module Single Line Field Api = Name Look up Field Api = Student_Name I currently have and it is coming up with : Failed to save the function Variable 'Name' is not defined Line Number: 1 searchrecords = zoho.crm.searchRecords("Attendance_Module","(Name:equals:"+ Name +")"); if(searchrecords.size() > 0) { Attendance_Module = searchrecords.get(0).get("Name");
How Accessing Books Items from Deals Module
Hello, In Books, we have set all our products and grouped them too. We have basically 2 set of products. It works fine. However our sales agents are using the CRM to create Deals. We have currently 2 layouts, one for each kind of product we sell. For each layout, a product field is set as multi select field, containing only the product for that layout. As such, when a new product is available, I manually add a new entry in one of the 2 fields. How could I automate this? Books is the main product
Last order placed
Hello again, I tried to do this based on provided code below, but didn't get what I wanted. Basically failed miserably https://www.zoho.com/developer/help/scripting/update-records.html I tried to build a code to get date of a field called Paid Deal from Deals, and put it into a field called Last Order Placed in Accounts. Both fields are date fields, so that should work right? I guess there is a function to get and put records, but I just failed at building it. I wanted to add a workflow to it and
Buttons
Hello! I would like to add a button that would appear when creating a new account and redirect to creating a new account with specific layout and autofill couple of informations. Example below. An example: > I have a company X and I create an account for them. > Company X has multiple shops in different locations. > I click a button that says "Add locations" > It redirects me to creating a new account from different layout (simpler) > It has only few fields to fill in - Company Name, Parent Company(custom
Searching for a value entry in one of my Lead layouts
Hi there, Below i have attached some small screenshots of a code i created where I initiate a search of a record by ID in my "Property_Enquiries" module and also in my "Leads" module. In both of these records I search for a particular field - which is the email field. I verified that these two email entries match by executing a simple conditional function. However, I would like to take this to the next stage and I would really appreciate some assistance as i am a quite a beginner in deluge. What
Purchase Orders Shipped in Multiple Shipments
Has anyone found a clean way to send shipment notifications to customers when an order is shipped in multiple orders?
Custom Function To Create Task
Hi Zoho Community, Below is the Deluge custom function I use to create a new task . Problem is ; I can't set the correct task owner, it keeps defaulting to the admin user name. I need the task to be correctly assign to the Quote_Owner variable.... help. string Untitled_Function12 (string Quote_ID, string Project, string Quote_Owner ) completeDate=zoho.currentdate.addDay(3); mp=map(); mp.put("Task Owner",input.Quote_Owner); mp.put("Created By",zoho.loginuserid); mp.put("Modified By",zoho.loginuserid);
Can I select this record on using updateRecoed function while creating new record?
I would like to use updateRecord function for insert unique value made in custom function on my self into the field created while creating a new record. However if I used updateRecord function, it's gonna be needed to specify record id but in the time I don't save yet so latest record id won't be generated untill hitting save button. How should I do in this situation?
Automatic Duplicate Lead Authorization
Hi, I Love zCRM Web Forms Very Much! One problem that is ruining everything for me is the lack of Upsert Capabilities. But, I'm not lazy and i am able to do the upsert proccess using custom function: A. Search If A Contact with the same Mobile - The Unique Field - Exists A.a. If So, Insert The data from the webform to a note or a task A.b. If not, Proceed to B B. Search If A Lead with the same Mobile - The Unique Field - Exists B.a. If So, Insert The data from the webform to a note
Assigning Contact tags not being recognised in Campaigns
In CRM, I have set up workflow rules based on a field being updated and then an instant action of a TAG is applied. In workflow automations in Campaigns, under Contacts, the TAGs listed I clicked on and it states there are no Contacts with these TAGs but there are!! Totally confused with TAGs and why they don't communicate between modules! Can anyone help please?
Bug with "Calls" Related List ?
Hello, I can fetch records from "Calls" Related List using : RelatedCalls = zoho.crm.getRelatedRecords("Calls","Deals",dealId.toLong()); I can delete a specific related record by using : deleteRecordMap = {"module":"Calls","id":rappelId}; deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap); But it's no possible to update a related record in "Calls" Module using : response = zoho.crm.updateRelatedRecord("Calls",callId,"Deals",dealId,call); the error is : {"code":"INVALID_DATA","details":{},"message":"the
Pinning menu items to the top level menu bar in zoho CRM
Currently the menu items e.g. Invoices, Quotes, Contacts etc are partly fixed (Home, Pulse...) but additional buttons rotate. This is v unpractical, would be much better to allow the user to customise this menu bar by pinning those items they use the most in the order that suits them. Thanks
Rollup the Potential Amount to Accounts function doesnt work
Hey, I added two arguments, AccountID from Accounts and Amount from Deals. I filled in the code and attached workflow to it, but as a result it gives me a zero amount. Here's my code: resp = zoho.crm.getRelatedRecords("Deals","Accounts",AccountId.toString()); //info resp; total = 0.0; for each rec in resp { stage = rec.get("Stage").toLowerCase(); if(stage.contains("Wysłane")) { total = total + ifnull(rec.get("Amount"),"0.0").toDecimal(); } } info total; updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Ca_kowita_sprzeda1":total});
Expected Revenue %
I am trying to get another field like the Expected Revenue field which is Amount X Probability. I have made another $Amount field and a Percentage field and then made another Expected field which I just said to multiply Amount X Probability field but it is not making the probability field a %. So if I say amount is $100 X probability of 20 it's returning an answer of $2,000 instead of $20. How do I make it see the probability field as an actual %. Thought it would do that automatically since
Blueprint API v2
When trying to access the Blueprint API v2, how do you pass the authentication token when trying a getUrl/PostUrl? For example: blueprint_response = getUrl("https://www.zohoapis.com/crm/v2/Deals/" + opportunity_id.toLong() + "/actions/blueprint/"); I need to access and change the Stage value in Opportunities, but I can't because it is not available to do so in Deluge. So I have to do it via the API, but I'm not sure of the proper syntax to access the Blueprint.
Function in Button
Fiz uma função para aplicar em um botão que fará os contatos não elegíveis serem clonados (copiados) novamente para o contato potencial (Lead's), pois usávamos de aneira não profissional o CRM, porém nos teste a função funciona normalmente, porém ao inserir no botão apresenta o seguinte erro: Falha ao salvar a função Missing return statement: Provide STRING expression to return Line Number: 1 Segue a função: StringContactsToLead(String IdContato) contatoId = IdContato.toLong(); cotinfo = zoho.crm.getRecordById("Contacts",contatoId);
Issue updating multi-select look up field in Zoho CRM
Hello I've tried Zoho support but they have told me that this isn't possible, but there are some clever people on here, so I though I'd give this a try. Recently Zoho added the 'multi-select' look up field - I simply want to move the data from two single lookup fields and transpose it into the multi-select look up field. So it would look like this... Contact Mr J Bloggs Lookup Field 1: Grapes Lookup Field 2: Apples Multi-Select Lookup Field: Grapes; Apples Does anyone have a solution?
Function-8: Assign leads based on users' shift timing.
Welcome back everyone! Last week, we learnt how to add country codes to phone numbers. This week, let's look at a custom function that allows you to assign leads by matching the lead acquisition time and your sales reps' shift timing. Did you know? Research shows that Vendors who respond first to a prospect win 35-50% of the deals. The chances of converting is 9x more if you reach a prospect within the first 5 minutes. Business scenario: The stats above prove an important point - the quicker your
Contact submitting a webform
HI, If a contact, which is already in the Zoho CRM submit a web form or a contact mention etc in social media, and lead generation is automated, what happens in CRM? Will the contact be added (which will become duplicate) or what entry is made automatically in the CRM? Where such interactions appear?
Custom Function - Magic Button
Hi, I would like to create a button that will trigger 3 actions: 1. Change the status of the lead 2. Update one field 3. Send an email template Any ideas on how I can make this happen? I believe I need to create a custom function, but I am not very good with doing that :(
CRM Customer Function Not Working
Hi Guys, I am struggling with the below if statement which I though it would be easy. For some reason when I test the if statement it keep giving the the same result 1. If Prop1 = 1 Then It would be looking into the else if statement And if Prop2 = 2 Then if should do the else statement are return a 5 Assuming the get related records returns nothing. What I am missing? Prop1 = ifnull(zoho.crm.getRelatedRecords("Property_Owner_11", "Contacts", ContID),"1"); Prop2 = ifnull(zoho.crm.getRelatedRecords("Property_Owner_21",
Update a field in Deals module, when updating a field in Custom module
Hello, i have a custome module called "Descuentos y Plazos Esp" I have a field in this custom module called "Plazo Concedido en días". i need to update automatically a field in Deals module, with the same value. This field name is "PLAZO CONTRATO" Example: When "Plazo Concedido en días" is not empty, then update the field "PLAZO CONTRATO" with the same value. Note: PLAZO CONTRATO field is in Deals module. Thank you
Picklist history in functions
Is it possible to access picklist history records from functions? I have a Blueprint based on the stages of a deal and I'd like to write some code that accesses the history of the stages. Thanks
Fill in new lookup field automatically
Hello, I have built a workflow which should create a new lead entry for certain lead criteria. This works so far. But now I want to have a look-up field in the new entry automatically filled out by which lead this entry was created or recommended. What does the function have to look like? Thanks a lot. Sascha
Problem for trigger event when I change
Hello ! I've learned somethings about functions, on the link CubeYogi ( nice Website for sure ) But, when I try to do same things I've learned on CubeYogi in my ZohoCRM, blblblblblb.... Don't work. Can someone help me ? I explain : I want to do this thing : When I enter a date or I change the date on " Date prévisionnelle de dessin " it create an event on the date I've choose. I've "created" a function based on this link ( I've just changed first lines... ) I understand that the code linked below
Custom Function to Clone/Associate Contact Roles
Hi, I've created a custom function which creates a new Potential from a Potential which is expiring. I need the function to also duplicate the Contact Roles (those contacts). Contact Roles seems odd - like it is a separate module from the Potential, but getRelatedRecords does not list that as a supported module. How can I associate the contacts in the Contact Roles portion of the cloned opportunity? I'm afraid if I create a new contact record I will be simply duplicating contacts in the system,
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