I want to Clear rows in Subform
I want to Clear rows in Subform https://www.zoho.com/deluge/help/miscellaneous/clear-subform-rows.html What's wrong with this code? The console message is "Failed to save the function Error occurred while performing this action." response = zoho.crm.getRecordById("Deals", "1697425000011719081"); Event_Components.clear(); return(response);
Where are the field names for functions in CRM?
I'm admittedly a rookie at functions, but I am trying to confirm/modify field details in an existing function that's not working properly. I know there is a place in CRM where I can find the list of the system names of my fields. I thought it was under Modules>Fields adjacent to the related field labels, but I'm not seeing the list there anymore. Can anyone help? Thanks!
Delink a Child Record from a Parent
Products can be linked to Deals by the user. Products can also be linked to Deals via Deluge, using the Result= zoho.crm.updateRelatedRecord("Products",Prod_ID, "Deals",Deal_ID,map_variable); and I have this working. But I can't find any native deluge function that can delink a Product from a Deal. I found this page: https://www.zoho.com/crm/developer/docs/api/delink-v1.html - a deLink method. And this page: https://www.zoho.com/crm/developer/docs/api/delink.html - a Delete method that deletes the
ZoHo CRM Quotes not populating taxes from ZoHo Books
Hello everyone, We have set Zoho CRM to "connect" to Zoho Books so for example, if we add a contact in Books, that contact will also appear in CRM. Being in the United States, we are able to get the tax rate for each state and then manually add that to Zoho Books so we can associate a given tax rate with a customer when it comes time to invoice them... So far, no problem. Unless we have our sales team create a quote in CRM...The taxes we have entered in Zoho Books are nowhere to be seen/found and
UPDATE TAXES AUTOMATICALLY
Hello, In sales orders I have a list field with: EXENTO 10% 21% I need to update the taxes in the product automatically. This will be execute via workflow rule when edit proforma. Thank you
"Please try again after sometime"
Hi! I'm trying to edit a custom function in CRM, but when I click on the link, it says, "You cannot access this URL now because you have already accessed it more than the number of times allowed within a given span of time. Please try again after sometime". There's a screenshot attached to this post. How long is "sometime"? How many times per minute/hour/day am I allowed to edit a custom function? How soon can I edit this custom function, as my boss is expecting me to? Thanks!
How to Use a Function to Assign a Tag to Contacts in CRM
Within the CRM, I have multiple contacts that will be associated with a Deal (we call them Opportunities). Contacts may be added even after the Deal is closed. For email campaigns and reporting, it would be helpful to be able to tag contacts as they are added to deals (we only have a few different types of deals). Using a workflow that triggers whenever a deal is created/edited. I think a function is the trick. The function should work something like this: Function looks at the Deal Type (this is
Buttons - Change Field, and start wizard
Hi all, I am trying to make a few buttons as follows: One button on the deals page that sets a value of a field on that same deal. Eg : status=working Another button on the deal list page, that acts as a "new deal" button, that starts a deal creation wizard I have created. I have searched the forums etc but haven't been able to find a solution, I'm sure its very easy for someone who knows deluge. Thank you in advance! Harry
Add City to Company
Guys, We sell to food manufacturing plants across the country. Often, one manufacturing company has multiple locations. To sure it's easy to recognize the specific factory location by name, we add the city. For instance - Del Monte Foods - Plover, or Del Monte Foods - Rochelle. What would be the best way to automatically append the city to the account name when saving or editing a record? Is there a workflow automation that would make this simple? Or is scripting the best option? Thanks JV
Custom Function to pull info from Deal to Contacts
Hello, I'm trying to build a function in Zoho CRM to copy information from our Deal (called Opportunity in our production environment) over to the contact. Each deal relates to a single retail chain (walmart, target, etc). A contact may have multiple deals associated with them. So I have created a field on our deal called Chain where the sales team puts in the chain associated with that deal. On the contact is a multi-value field called Chain. My code is such: relatedcontacts = zoho.crm.getRelatedRecords("Contacts","Deals",dealsId.toLong(),1);
Displaying a Industry and Size field from Companies module in the Contacts module
So the Contact module currently has a lookup value field that displays the Company Name in which that contact is associated. In the Companies module there is a field called Industry and a field called Size. How would I be able to get it so that when viewing a contact it also displays the Industry and Size field that comes along with the associated Company Name?
Update order sale amount with the amount of the Deal
Hello, I would like that when I create a sales order, the amount would be automatically updated with the amount of the Deal. in order to do so, I would like to have a workflow rule in the sales order module: when sales order is created; when amount is empty or 0; then update the amount of the sales order with the amount of its linked Deal. Thank you
DKIM settings error with 123-Reg
Hi I am not quite sure what I am doing wrong. In CRM Plus Email Channel I have setup IMAP email (domain in 123-reg, email in Microsoft Office 365). But the Credentials have failed. I believe it's because I need to verify the email DNS settings. In Email Deliverability it ask that I need to Validate records. I have copied the SPF details into 123-reg DNS settings and this has been verified successfully. However, when I copy in the DKIM (as a TXT/SPF type), Zoho states DKIM record missing. Please
How to auto populate the record into Zoho CRM from the Widget button
Initially, I added some custom fields in the deals module in Zoho CRM and then I created a widget as a "button" in the deals of the Zoho CRM. I tried to auto populate the record into Zoho CRM from the Widget button. But, I don't know how to do write a script for this. Can anyone help me to give a suggestion for this?
Looking For Two Different Pipelines
We've already customized the stages of our Deals to reflect the process that our leads go through from start to closing. However, we have two types of leads that have very different timelines. Type B has at least five different stages that Type A doesn't go through, but we still need to keep track of them, and Zoho doesn't allow you to create multiple pipelines. I was wondering if anyone has ever had a similar issue, and how they resolved it?
Using current timestamp in a function
I have a function that changes layout based on certain values, which works fine with a schedule. I added another field to be updated with a timestamp. Function is saved successfully but it's not working, but it also doesn't return any errors: This is the line I changed: {"Layout":"3253392000000154479","Automation_ran_at":zoho.currenttime}); zoho.currenttime seems not to work, I also tried using now(), or just now but no luck either
Update field name with same value as auto-number field
Hello, Thanks in advanced for your help. In DEALS module, I have two fields. Nº Oportunidad (autonumber field) --> generates a number when deal is created Nombre de Oportunidad (single line mandatory field) --> is actually the name of the deal. I need a function that updates automatically "Nombre de Oportunidad" with the same autonumber Nº Oportunidad once is created. Thank you
Mapping fields from Accounts to Contacts
Hey, I have the same fields - company name in accounts and contacts. So whenever I create a new account I can also quickly create a new contact to this specific account. Unfortunately, company name doesn't travel to my account. Is there any possibility to quickly map them so whenever I create a new account and add a contact, company name is associated to this one contact and appear in this contact. It seems to be an easy thing but I can't find any option to link them together. Any help would be much
Help with function
Hello, In my module Deals, i have three fields: F. Solicitada L/P (date field) PLAZO CONTRATO (number field) L/P F. limite produccion (date field) I need a function, that update L/P F. limite produccion by calculating: F. Solicitada L/P - PLAZO CONTRATO Example: F. Solicitada L/P is December 31st PLAZO CONTRATO 30 days L/P F. limite produccion = December 31st - 30 days = December 1st Thank you
CRM Function to Find Territory Manager
I'm trying to write a function that identifies the territory manager and then updates the account record owner to that person. This will make for much easier automation on our end. We have some very complex assignment rules and this would solve a lot of our issues. I currently have 8 workflows with 10 conditions each that handles our new account assignment. If there were a way to just assign the record to the territory manager, I wouldn't need to maintain all of that. Any thoughts here? We're able
Workflow based on SalesSignals
Would be great to be able to create automated workflows based on SalesSignals. Any word on if this will be available in CRM any time soon?
Why is my workflow/function only running when I create a new Potentials record through the module and not when I create a new Potential through a Contact?
So I have a script and workflow written that will grab two field's info from the Contact module and put it into the two new field's in the Potentials module whenever a new Potential is created/edited. When I create a Potential on the module itself the workflow works. However, if I were to go to a contact record, scroll down to a Potentials related list to create the Potential, it won't run the workflow/script. Is there a way to get it to do this?
Help with function to update with same value
Hello, I need help with this function. in deals module, I have tree fields: - "Respuesta Cliente" (List) - "Plazo entrega CPQ dias" (Decimal) - "PLAZO CONTRATO" (Number) I have to create a workflow rule, that when "Respuesta Cliente" containts "Agree" or "Long-Term", then a function is activated to update "PLAZO CONTRATO" with same value as "Plazo entrega CPQ dias". Thank you
Can I update multiple fields and calculate those fields based on fields in the parent module and child module?
Hi, I have parent accounts in the Accounts module that have attendance percentages in % Filed A, % Field B, % Field C totaling 100. The children of each parent account are reservations that live in Custom Module and have a Total Attendance field and Attendance Field A, Attendance Field B, Attendance Field C as a number. Attendance Field A,B,C in each child account should be calculated based on the percentages of the parent account multiplied by the Total Attendance field in child account. The Attendance
Auto populate a field in the event based on values from another field
The scenario with me today is that I have a table which looks like this Field A Field B Field C a1 b1 c1 a2 b2 c2 In the event section, I would like to just fill in Field A .. Field B and Field C should get populated based on mapping of Field A Example I fill in a1 and for Field B and C they should get auto populated as b1 and c1 respectively. How do I do it ?
Update Date Field
Hello, I have two fields: - Plazo entrega CPQ dias - Estimated Shipping Date I need that "Estimated Shipping Date" is automatically updated: current date + Plazo entrega CPQ dias Thank you
Help on transfer data and update data between two modules.
Hi, How can we copy some fields value from a custom module to "Deal" module whenever a new record is created in the custom module? In addition, based on the above two linked records, when the field value is changed either in the Custom module or "Deal" module, the corresponding field in both modules are updated accordingly. Most likely it can be done by custom function. Is there a sample can be reference? Thanks, Br, Andy
Automatically transfer from one module to another based on date/time field.
I have two modules 1. Module Alpha 2. Module Beta. In Module Alpha each lead has a field with a time date value e.g. 23/6/2020 15:40. Is it possible to set up (automatically) when the time date passes in Module Alpha (23/6/2020 15:40), that lead automatically transfers to Module Beta?
function - display company name based on selected contact
Hi, The quotes module which is part of the crm has some tabs which I cannot remove so I've decided to create my own module similar to the quotes. I have created and added all the necesary fields. Now my issues is when I select the contact person it doesn't automatically lookup for the company to which the account belongs. I have been looking all over trying to understand how to do the same function to pickup the company in lookup field when a contact is selected, and I have no been able to understand
Help with IF Function
Hello, I have different fields: - CPQ TIME - Reply (list field with 3 possible replies) - OK - SOON - LATE - DATE ASKED - DELIVERY TIME - SIGNATURE DATE - FINAL DATE I need a function for final date. This field must be calculated based on the other fields. If REPLY = OK, then final date is signature date + CPQ TIME If REPLY = SOON, then final date must be SIGNATURE DATE + DELIVERY TIME if REPLY = LATE, then final date must be DATE ASKED I have tried to create the function for this
Function to Select City by Zip Code
I am trying to figure out if there is a way to select the applicable city, if multiple exist, when entering an address. Currently I have a function that utilizes Google Maps Geocode API to search by zip code returns the city, state, and county but the problem at hand is sometimes some zip codes apply to multiple Cities. For Instance: { "results" : [
{
"address_components" : [
{
"long_name" : "33707",
"short_name" : "33707",
Associate Price Books and Accounts for Quote Generation
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price Book
How to share leads between two users - lead generation and lead closing team?
Hello, We currently have two different kind of users :- 1) lead Generator 2) Lead closer Leads module access is with 1) and Leads module and Deals access is with 2) In the Leads form, we have added a custom field called "lead closer" which is a user pickup list. Same field has also been added in Deals form. Now when we assign a lead closer using custom field and then hit convert lead > deals - we are loosing value stored in the custom field as it becomes blank. Also as a result the lead closer can
Zoho Flow: CRM to Sign - Ownership of Sent Document
As the Zoho Sign integration with CRM doesn't work on custom modules, I have had to do it via Zoho Flow. The issue I'm having is that the sent document's owner is always set as me (as I created the template/flow, presumably) rather than the person that pressed the button within CRM. As a result, the user is unable to check on progress without having admin rights. I can't seem to find a way to set ownership from either a function or from Flow. Has anyone got any ideas how I can do this?
Help to Copy Value from PandaDoc Related List to a Custom Field in CRM
Hello, I am trying to copy the Status value from the PandaDoc Related List to a custom field in my CRM Contact's module. The PandaDoc Related List API name = "PandaDoc_Documents": The custom field's API Name = "PandaDoc_Status": If I can run a workflow to update the current "PandaDoc_Documents" status value to the custom field "PandaDoc_Status" then I can complete my goal. Any advice on how to create a custom function for a simple copy? Thank you very much for any help.
Mail Merge Template Search has been disabled
We have over 200 Mail Merge templates. Up until May 30, 2020 we could search for a template, then do a Mail Merge. The search function has been disabled. Mail Merge template search still works when in the template creation workflow, but not when trying to merge a finished template. ZOHO CRM - Setup>>Templates>>Mail Merge>>Search (upper right corner of screen) still works ZOHO CRM - Deals>>Select Deal>>Mail Merge>>Template drop down list appears - but the only way to select a Mail Merge
insertCSV - Blank Fields
I am writing a bunch of CRM fields in to a CSV using the insertCSV function. My issue is if the field is blank. Instead of inserting nothing, it inserts the word "null". I've tried using zoho.sheet.replace(sheetid,"worksheet","null","") but this gives me an error - it doesn't like replacing with "". Is there a way to insert nothing if the field is blank? Any thoughts?
Best solution for inputting a dictionary/map object as a CRM variable.
What I have in mind is to create a dictionary/map object that assigns a 15 digit code to all numbers from 1-1000. Essentially, I'm going to use the "number" of a record to assign it one of these 15 digit codes. I.e. let's say my dictionary looks like so: barcodes_map = { 1: "XXXXXXXX", 2: "XXXXXXXY", 3: "XXXXXXYZ", etc } You get the point. I'm just mapping all integers from 1-1000 to a code. The purpose of this is that when a record is created, I should be able to invoke a workflow that takes
Workflow rule not being triggered
I have a custom function for my Quote module that creates a discount total from individual line items discount values and puts it back into a field in the record - and is then printed out on the quote. If I run it manually from the function editor - copying and pasting the Quote ID when prompted, the function executes just fine. So I created a workflow which calls the function whenever any quote is created or edited. The function gets called (I checked on the quote's timeline), but the field is
Updation of Address field in CRM Lead Module
Hi Team, I like to use function for already created data for leads where wants to update address into upper case. For new records, custom function able to make it. However unable to do it for old records. Function should automatically sync with server and update it Users will not update each record manually as data quantam is high. Please suggest for the same.
Next Page