How can I link Task from CRM to a Task in Zoho project using deluge
I am having a small well not small a big issue in linking the Task information with the Task in Zoho Projects using the deluge in custom function when I execute the script it creates the Task as is intended to be, but when I check the Activity module under CRM account, it is not there as it is linked with the zoho project task and I have to maunally go and create the task from zoho project. Can anyone help please to make the Link automatically?
Need Deluge code to enable merge date from a Deal and a Books Sales Order
I want to merge data from a Deal and data from a Books Sales Order (not the native CRM Sales Order) to render a contract. If you can write the code, please let me know.
Tags - Word of the day #38
Tags are unique identifiers that can be associated with your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For example, there may be few Leads in your CRM account that requires high priority. You can tag those Leads as Important, so that you can easily filter them from the other Leads in your CRM account. Tags in Zoho CRM are specific to each module. You can add unique
Insert record into related module.
I try to insert record into related module. Deals/Contact works .but the same code in Product/Accounts didn't not work. The code like below. Does anyone have idea? id = 3410123000001028334 mp = Map(); mp.put("Contact_Name",id); update = zoho.crm.updateRecord("Deals",3410123000002124026,mp); info mp; info update; id= 3410123000001028334; mp=map(); mp.put("Product_Name",id); update = zoho.crm.updateRecord("Accounts",3410123000002321116, mp); info mp; info update;
Is it possible for Deluge code to do a merge from a Sales Order?
Is it possible for Deluge code to do a merge to a Zoho Document from a Sales Order
Macro to Update Contact Address to Account Address
I would like to create a contacts macro where a contact's mailing and other addresses are updated to equal those of the account it is associated with. I understand the process and logic behind creating macros, I just need to know how to call the account addresses. I've attached a screenshot to show where I am in the process. I'd also like to know if there is a list that would show me, in general, how to call any CRM field for use in macros.
create an event automatically
Hi everybody i have an agency of guide tourist and i adapt zoho to my necessity, the lead compile a form after i call him and i convert it in a potential client i create a quotation with the products (tour proposition) and i wait for the answer when i receive the positive answer i convert it in a sales order and in this moment i need to create also an event in the calendar. How i can do this? there is the possibility to automatically create it from the data of the sales order? i need of a calendar
Blueprint Timeline from Another Field
Hello, we love the blueprints feature, however I would like to see the 'Progress Bar' (Not sure what you call it) even if we are not using the default stages field for transitions. For example, the below blueprint is built off of the default stages, and
Issue with If, And statement "Incorrect type of data argument"
Can you take a look and tell me what I am doing wrong? I'd like to add additional conditions to the simple formula, but my attempt at adding "And" is causing the error "Incorrect type of data argument" Unsure of what I did wrong.... This formula works fine: Works If(Contains(${Potentials.Work Category},'Generator Installation'),Concat('Provide and Install a ',${Potentials.Generator Brand},' ',${Potentials.Generator Size},' ',${Potentials.Generator Fuel Type},' Powered ',${Potentials.Phase},'v generator.
Sending template email through scheduled functions
Hi all, I want to write a scheduled functions, which will run at 7pm, such that it goes through all contacts, and if the contact record is updated between 3pm and 6pm, and the contact status = x, then email template A will be triggered for the contact, and if the contact status = y, then email template B will be triggered. In either case, a notification will be sent to cliq on channel "crm-updates" stating that "email <A/B> was send to <ContactName> at 7pm" I know how to iterate through the contacts
Creating an event in CRM with several guests
When I create an event in CRM (say an online meeting) I can add people one by one but once it is done it tells me how many people I invited, but not who they are. It would be useful to be able to check this before sending. Also, it wouldbe really useful to be able to create an event to a list view, so i goes to several people (just the same as sending emails)... Thank you!
Fatal error with search record by an email
Hi guys I need a function to check if the email is already added in Contacts module. It works OK if the email exists. It gives a fatal error if the email does not exists. Here is the code: public function searchRecordsByEmail() { $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Contacts"); // To get module instance $email="email@domain.com";//email id to search for $page=1;//page number $perPage=200;//records per page $response = $moduleIns->searchRecordsByEmail($email,
Opportunity Tab Showing Nothing
My opportunities show up in every location but nothing is showing up in the tab? Any ideas?
Custom Function: Refresh Page
Hello I am calling a custom function from a Contact Form Button to update the current contact (and other company contacts) The following works nicely...but I need to reload the current page to show the updated data on the contact page... accountId=input.companyid.toString(); iaccountId=input.companyid.toLong(); rec = zoho.crm.getRecordById(("Accounts"),iaccountId); resp = zoho.crm.getRelatedRecords("Contacts",("Accounts"),accountId); for each ele in resp { mp=map(); mp.put("Mailing Street",rec.get("Shipping
Linking Modules
Hello, Is it possible to create a workflow that triggers field updates in a linking module? For example if the field 'Appointment Status' is edited in the Appt Module, I want it to auto update in the linking module 'ApptLink'. I have a Grab button but I need this to happen automatically when a field is changed. The code I wrote is throwing back error. Any help would be fantastic! Thank you. Failed to execute function · Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function
Updating contact when deal is won
Hi We're trialing Zoho CRM for a B2C subscription-based business with a few different products. So no accounts, just contacts who are either customers and potential customers. We need to be able to very clearly distinguish between the two – contacts who have an active subscription and those who do not. How can we make sure this happens? Right now, the way I see it, after a deal is won with an associated product, this information does not update the associated contact. So the contact does not become
Getting leadId in custom function on button click
Hi All, I have created a custom button on lead and attached custom function to it. I added a string as an argument to that function. Now I want whenever someone click on button from view page of lead, it should send the leadId to that function. Or is there any way I can get current lead on my function. Thanks
Custom Function create record not triggering workflow rules
Hi, I have the following custom function code which is working as required: response = zoho.crm.getRecordById("Potentials",input.potential_id.toLong()); schedule=map(); schedule.put("SMOWNERID",response.get("SMOWNERID")); schedule.put("Revenue Potential_ID",response.get("POTENTIALID")); schedule.put("CustomModule1 Name",response.get("Potential Name")); schedule.put("Contact_ID",response.get("CONTACTID")); schedule.put("Total Amount",response.get("Amount")); schedule.put("Date of Payment 1",response.get("Date
Can not send out mass email from accounts module
I am trying to send out mass emails to some of my accounts. I try to follow the online tutorial. I go into accounts, I select the records I want to email by checking off the box. Where is the mass email popup the tutorial talks about? or am I doing the wrong thing? Any help would be great! Thanks!
Function to assign a Potential to a Contact automatically
Hello. I have some forms integrated with CRM, so every submitted form creates a new potential. In the potential, I have "Main Contact" field, so I need a Function to assign the potential to the "main contact" automatically. So, imagine that I have an account name "ONE". This company submitted a form, that creates a new potential in my CRM. This potential, is directly created under this account "ONE", but I need to assign the main contact of this account to this potential. Could someone develop
Best way to create custom fields that can be used across multiple modules
Video outlining problem: https://www.loom.com/share/0ac2f009f5b5426a9521fa3e439adfd7 I need to store multiple custom fields including currency fields, percentage fields and text fields related to an Account record. Field examples below: Deposit USD (currency field) Baseline GP GBP (currency field) Baseline GP % (percentage field) Target Revenue (pick list field) Referred by (single line text field) I want to be able to display this information across other modules: Contacts Module I want to be able
Create New Event Based on Field Update
Hi All, I have been racking my brain on trying to do this and I can't get a hold of ZOHO crm support for help. Can someone please help me with this function coding? I would like to have a new Event Created in the Deals (we call it Opportunities) module when a date/time field is updated. The field name is "Measure Call Date". I know I can create a workflow but i'm struggling to create the function correctly. When a date/time is entered in this field, I would like the event to be created and added
How to populate a field value to another field before new value
Hello, On the Leads Module, is it possible to capture the value of a field before it is changed and store the previous value in the same module before it is saved? For example. Agent = "Joe" Previous Agent = "Frank" The record is then updated and the Agent name changed to "Bob", so we would like to store Agent to Previous Agent before overwriting with "Bob" After Update: Agent = "Bob" Previous Agent = "Joe" I have started creating a function but I am unable to get this value before update. Any help
Phone fields
Hey Everyone, I was wondering if it is possible and if it makes sense to create a subform for contacts which consists of labels and phone fields. The reason is, we have ofter customers with a big variety of phone numbers and I dont want to create 10 more "other phone" fields, especially as we would need individual labels. Question now: are there any downsides of working with a subform? if i integrate later on with my phone system /PBX, which fields are used to lookup for contact information? Does
Tasks: Possible to move the reminder onto first screen? Set default time on reminder?
Hello. This is a two-part question regarding TASKS. PART ONE Is it possible to minimize the number of clicks it takes to create a task and a task reminder? Currently, when you click on "Add a new task," you fill in the Subject and Due Date on the first screen, but are required to click on REMINDER to set up a reminder on a second screen. After setting up the reminder, you must click DONE to return to the first screen where you must click on SAVE to complete the function. How can we customize this
Converting an account to a new pipeline
We would like to create a button in the Accounts module that takes certain fields the in Activity module which are then added to our Pipeline (Deals) - so as an example once the meeting notes are filled in following a visit/call these notes form the basis of a new pipeline opportunity. The Fields would include product name, amount, first meeting date. I have just started familiarising myself with writing custom functions but if you provide some guidance on how best this can be done that would be
Link To Account In Email Template
Hello All, I was wondering if there was a way in which we can add a generated link into our email templates? Example: ${Accounts.Account Name} Cancelled Subscription The account would have the cancelled account name BUT with a clickable link that'll take you to the account page. Any way to do this? Thanks!
Fetch fields info from Accounts to other module
Hi, I need to fetch field information from Accounts to Cobranzas modules but I dont know how, this is the API names in respective modules, thanks !!! Accounts Cobranzas Sucursal Sucursal Actually Sucursal is Pick list field in both modules but in target module (Cobranzas) I can change if neccesary because only need show the data stored in the related record in Accounts. I will be very grateful if someone help me. Paul
Phone Number Formatting
I have just learned that in order for a iPhone to show caller ID based on contacts in Zoho the phone number must be formatted +1 (###) ###-####. Is there any way to automate this process by converting just the 10 numbers to the needed format for using the iPhone caller ID feature? Or what are you doing to get around this?
Copying from one Field to another
In "Deals" I have it set up for 2 customers (We are a Mortgage brokers). Sometimes we have people who live at the same address. Is there a way where if I put the address down for applicant 1, I can copy that over by ticking a box or something similar?
Update Email field in Deal from contact details
Hi All, Im starting using functions in zoho, i'm trying to fetch email address from contacts and set into a custom field ("Email") in Deals. By now I barely have this code, but is not working: mp = zoho.crm.getRecordById("Deals",dealId); mp=map(); mp.put("Email",Email); updateRecord = zoho.crm.updateRecord("Deals",dealId, mp); info mp; info updateRecord; The arguments DealId is pointed to the Deal ID and the Email is pointing to Contact email. Hope you can help me with this
Add Note to related list record.
Hello, i wanted to ask if it is possible to add a individual note for each row in a related list? For example, I have a list of products i showed to a specific contact. When i select the product in the related list on the contact side, can i add a note for e.g. how my contact liked it? I added a picture below. Thanks and regards, Andreas
Multi-Select Field Rule/Validation
Hi. I'm new to Zoho but learning things quickly. I'm having trouble a multi-select field. I use the multi-select to allow my users to select what magazines a contact should receive. If the multi-select field has a value in it, I need to make sure that
A Few CRM Questions
Is there any way to adjust the currency format in mail merge Zoho Sign documents? Right now it's "$ 1.00" instead of "$1.00" which sometimes causes the $ sign to get left on the previous line. What's the proper format to check if a field is null in a calculate field? (Basically I'm taking a Date Time field and making it a String with just the Date part for a mail merge, and I want that calculated field to be blank if the Data Time is blank) I can't quite figure out the If syntax for it as the documentation
Send Email Button - Customization?
Hello, I am wondering if there is anyway to automatically add a second and third email to the CC line when you click the 'Send Email' button on the contacts page. We have multiple email templates designed to send to clients who work with partners and assistants that need to be CC'ed on all correspondence. It is very time consuming to copy and paste each email into the CC line. Is this something that we would have to create a whole new button to execute? Or is there another way to ensure secondary
How do I set up auto-copy of a string from a quote to a subsequent invoice
Hi all. My company uses a custom quote numbering scheme in the form <CompanyInitials><QuoteCreationDate><CustomerInitials><auto-incrementing number> I need to find a way to have that transfer over to the invoice when we close the sale. I can't create a new field in the invoice that recreates the formula that created the quote number, as the date portion would change, and I couldn't cross reference the invioce to the quote. Obviously, there is a way to do this, as Zoho will do that automatically with
Generating a report for each activity with a payment plan.
Our company would like to track each user's activities and have a report generated calculating the total amount owed for each task to the user. Meaning, we want to setup a bonus system that is calculated on each task the user has completed. For example, they called a lead, converted a lead to contacts, completed a stage in the deals, etc. All of these activities will have a certain payment plan, and should be presented in the end report. Is there a way to get this done in CRM Zoho? Thank you
Calendar Export
Hi, Is it possible to transfer won deals into a calendar of some description with 'date in' and 'date out' fields marking the position on the calendar? I would like a visual representation of when my closed won deals are booked in for.
Assign tasks to user selected in a custom field
I would like to assign a task to a user selected in a custom field, when the deal stage changes. I think I could do it with a custom function (I don't have experience with custom functions). Is this possible? To be clear, there are two users related to each deal, record owner and Sales Support. I know how to assign a task to the record owner, but I would like to assign a task to the Sales Support user. Sales Support user is different for each deal, depending on other factors.
Link in email to change or update client info
Is there any way to add a link in mass emails that when clicked would change the recipients preference on something. For example, "Click here if you have a distribution warehouse" then it will change a picklist value to No or Yes in the contacts page in the CRM? Can this be done with creator or api's?
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