How do I sync Zoho One CRM Vender records to my android phone contact list?
I am trying to get vender records to show up in my android galaxy caller id and call history. Zoho Help directed me to do the following: In Zoho CRM market place, I have set up a sync between CRM contacts and Google contacts. On my Samsung galaxy phone I have set up a sync between Google contacts and the native Samsung contact app. Both syncs work Now my phone caller id shows the contact info for incoming and outgoing calls. The issue is this: I can't find a way to sync the Zoho CRM Vender list to
Custom Function Question - Create record, record name
I'm trying to create a custom function that creates a new deal from a custom module record. Only thing i don't know how to do is, program the function to get the deal name how we want it. We are an insurance broker and we use a custom module to manage the life cycle of a policy. When a policy is getting close to expiring we want a new deal created with info from the custom module captured in the deal. I've been able to get this working how I want it using zoho.crm.createRecord function and mapping
Update a Task in the CRM
Hello, I'm trying to create and update Tasks, and I'm running into a problem. i have simplified my code down to the following (i.e. getting and updating a task having made no changes to it), which throws an exception: ZCRMModule tasks = ZCRMModule.GetInstance("Tasks"); ZCRMRecord task = (ZCRMRecord)tasks.GetRecord(206228000003200163).Data; APIResponse aPIResponse = task.Update(); Any help or guidance on this would be greatly appreciated. Thank you Phil
Custom button on list view
I want to add a custom button on a list view that runs a custom function. In the custom function I'm mapping the ID as the argument. I assume all the ids of the selected records get passed as some sort of array? How do I iterate the array to perform the function on each selected record? My function/button currently works if I select just one record but not if I select multiple records. (How can I easily see exactly what gets passed to the function?) I found this forum question which suggests id of
How can I link a contact with a product?
Hi there, When creating a contact, how can I assign it a product that I already have created? For example, my company sells snow trips, so I create the product "Snow Break" with its price and the quantity of spots I have. When we start to receive bookings, how can I create a contact and add to this specific product in order to know how much are going each week? Is it possible? Thank you in advance.
Cannot seem to get feeds to work properly
We created auto-follow rules to notify several users when changes were made to a subset of Leads. This does not seem to be working. Specifically, we have an auto-follow rule to look at all leads from a specific source and followed by a specific Role. The users in that role are not seeing the changes in their feed. What are we doing wrong.
Send Multiple Quotes in one E-Mail without exporting PDF
Hey, as we do offer several packages, we normally have 2-5 Quotes per Deal. Currently we export all but one via PDF and attach them manually to the generated E-Mail. Is it possible to send all quotes from one deal automated in one E-Mail?
Create an event automatically based on a custom field date
Hello, I need to add events to my calendar automatically based on a custom field in my potentials which is a date. In our potentials there is a field for the "delivery date" and we need to automatically add this date to our calendar in google, so I guess the best way to do so is to create a workflow rule that triggers an event when the "delivery date" is not empty or modified. Thanks for your help.
Transitions in Pipeline Not Working
Have been having issues with transitions in CRM. When I click to transition a deal to another stage, the system won't update the stage to reflect the transition. I'm thinking this may be linked to the pipeline not being linked? Any feedback would be helpful to look into. Thanks!
Scheduling Selective Mass SMSes, and triggering workflows based on SMSes sent!
Right now my org uses SMS Magic, and we've used it to schedule mass SMS blasts manually. What I'm trying to accomplish instead though is this. I have a module called "Clients", and in the module I've added a field calld "SMS Type". This "SMS Type" field controls the content of the SMS they receive. 1) I want all clients who have the value "SMS Type 1" in the "SMS Type" field to receive a certain SMS on the 25th of every month! So essentially I want to schedule a mass SMS blast using SMS Magic,
How to Run an Action Between Two Modules?
Could someone help me with running this task between two modules, please? A contact has 3 custom fields (check boxes A, B, C) that are manually filled. A job is created for that contact. This job has another custom checkbox X. It needs to be automatically checked if either of those A, B, C boxes are checked. Multiple jobs can be subsequently associated with a contact. Everytime an action needs to be done to see if checkbox X needs to be checked or not based on the same criteria. Thank yuo!
Add Prompt to Confirm Upon Button Click
I have a button that executes a custom function (sends an email). Currently, when the button is clicked it's difficult to know if the button was really clicked. There is no validation or confirmation. Is there any way to make a pop-up confirmation window appear where the user can click "Confirm" or "Yes" to know for sure that they clicked the button successfully?
Convert a custom module to a lead
So I created a custom module called Network - for networking contacts as opposed to leads - however, sometimes these 'networkers' become Leads and eventually contacts. Is it possible to convert a record under this custom module to a Lead?
How can I send subscriber score to CRM
How can I send subscriber score to CRM?
Combining two accounts
I have two companies and am shutting one down due to current environment. I need to merge the two accounts and only use one I am using two differnet email addresses one acount is CRM only and the other I am using CRM and Mail how do I do that?
how can i sum all list item
How can I get the sum off all item in a list?
Button to Convert all info from contacts to deals (including attachments)
I am trying to create a button in contacts to convert everything to deals. This way everything can be converted back and forth as needed. The function is below but it seems to not quite work: continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),"")); mp.put("Email",ifnull(continfo.get("Email"),""));
Website Webform Issue
Hello, I am offering subscribers to my website to download one of four different free pdf tutorials when they signup to our companies mailing list. To accomplish this I recently set up several(4) Zoho CRM Webforms each with a corresponding webform. The auto-responder rules specify which of 4 emails should be sent (each containing a link to download a different pdf tile) based on the lead source. I also added a different source option for each type in the lead source dropdown. Everything seems
Pre-filling a field in a Zoho CRM entry form, based on the value of a field in a related module?
So some very quick context: 1) We have a module called 'Clients', with info on each registered client. 2) We have a 2nd module called 'Client Meetings', which holds info on meetings each sales rep has with a Client. First module has a 1-to-Many relationship with the second module (one client can have many meetings). Whenever a Sales Rep has a Client Meeting, they enter the "objective" of that meeting in the 'Client Meeting' module, and a workflow pulls in the most recent "objective" entered into
how to increase email limit per day?
how to increase email limit per day? Or how to send directly through zoho campaigns?? I need send emails with filters by accounts, events, custom module, tags, custom fields but sync CRM with Campaings not give me this
Custom function to update identical multi-select fields across related modules
I'm trying to write a custom function utilizing the guides within Zoho Help, but I'm not having much luck. I want to write a function to include in a workflow that effectively takes the values in a multi-select field from the Accounts module and updates an identical field in all child Contacts for that Account. Both the Accounts Module and the Contacts Module contain a multi-select list field called "Account Products" with options like "Medical", "Dental", "Vision", "Payroll", "Timekeeping", etc.
Button with function to update a field
I need a custom function that will be invoked by a button on my deals page. I know how to create the button and set it up to invoke a custom function. I just can't write that function. The function just needs to update a pick list called "Do Not Edit This" from the default -none- to the first selection in the pick list, which is 1. Can someone help me with that? Thanks very much!
Automatic Capitalization of Name Field
Hello we have leads come in from Unbounce to Zoho Many people forget to capitalize their name. When we prepare to send an e-mail template to them, we have to manually edit their name to make it capital (so it does not go out in our e-mail as lower case) Is there a way to automate making the name field capital when every lead is created with a custom function?
Quick Create from related list
Problem - We run a finance brokerage with need to store customers address history for up to 5 years which and mean multiple address records and the same for employments. Currently I have solved this 2 ways, 1. to add more address fields within the contacts record (makes the contacts record quite large for customers with alot of history), 2. Use custom modules to store previous address & employment history. The second way seems to be a clean approach, I then came across "quick create" however we
Subform
How can i fetch data from a subform, and map it. i tried multple ways from what i could find in the community but cant seem to make it work for subforms My Module name is "CustomModule1" My subform name is "Pièce détaille"
Automating the update of a formula field involving the use of "Datecomp" and "Now()" functions.
So some background: We have a module where we store info on loans borrowed. This module has a field called "Days until debt is due", and this field works by calculating the difference between the current day (indicated by the "Now()" method), and the date the debt is due. However, I realized that for records in the CRM, any field involving the use of "Now()" is not dynamically updated so it reflects the current day. "Now()" only updates when the module is updated. After some googling, I got around
Record Owner Id from zoho.loginuserid
Hey, I'm trying to set the owner of a new record as the current logged in user, using this: data.put("Owner",{"id":zoho.loginuserid}); I'm getting an error that the id must be long (type), but there doesn't seem to be a proper way to convert it (from string). I'd appreciate any help on this matter. M.
Moving Address Values from "Other" to Empty "Mailing"
I synchronize my contacts from Gmail. Some contacts' addresses went fine into "Mailing" part but some - to "Other", leaving the former empty: I assume there could be a custom function to move all corresponding "Other" fields to "Mailing" if "Mailing" fields are empty. It would need to run on all contacts. I tried figuring it out in the automation but failed. Could someone help out, please?
Loop Problem
how to do iteration only using start date and then store the dates in a list?
Deluge Script Editor does not work for related lists custom functions
Hi, I'm currently trying to write a custom function for a related list. Unfortunately the deluge script editor doesn't seem to work properly for me. It won't let me save the script. In builder mode, it doesn't even show the buttons for saving / executing. In free script mode, it displays buttons but once I click "save", it will display "Saving..." and won't proceed. Steps to reproduce: 1. Add related list 2. Select "custom function" 3. Provide name, description, argument (any values will result in
Attention to People using Custom Functions!!
Hello and good day to you folks!! We are excited to introduce our new Version 2.0 APIs, which are also supported in custom functions. As a result of the update to Zoho CRM Version 2.0 APIs, the CRM’s Custom Function Integration task, which allows you to perform automated tasks in CRM, has undergone some modifications. The zoho.crm.create() integration task will be renamed to zoho.crm._create() progressively. This change is being made by us, to differentiate version 1.0 from version 2.0 APIs. The
Migrating to the API V2
Hi there, I have a creator app that has ceased working since the API V1 has been turned off and I cannot for the life of me get it to work with the V2 API. The problem basically is I am using a deluge script to do a "zoho.crm.getRecordByID" call and since the V1 has gone away it just returns nothing. I have tried creating a connection in the CRM to creator and in creator to the CRM and still nothing. I suspect the answer is that I am missing joining the two apps together somehow but I cannot find
SOLVED - Export to PDF is breaking embeded URL in saved document.
Hello, Issue: Exporting to PDF (sales order for example) is breaking a URL contained within the CRM document. Reproducible in various PDF readers. Observation: Consecutive strings of letters "ti" seem to be replaced with invalid characters. Is anyone else aware of this bug & possibly know of a fix? Thanks in advance. Br, Mark.
custom button for updating filed in quotes module
Hello, I'm trying to create a custom button to update the field name "Status" value in the Quotes module. I want to update the value of "status" to "won". This will be used by our sales team as they do not have permissions to edit or convert quotes.
Button no longer Triggering Workflow
I have a button I created to check a box. The button function is simple: zoho.crm.updateRecord("Deals",id.toLong(),{"Send_Email_IA":true},{"trigger":"workflow"}); zoho.crm.updateRecord("Deals",id.toLong(),{"Send_Email_IA":false},{"trigger":"workflow"}); updateRec = zoho.crm.updateRecord("Deals",id.toLong(),{"trigger":{"workflow"}}); return "Sent"; I then have a workflow shown below: This "used" to send an email when the button was pressed. However, the button is no longer triggering the workflow.
Chat
I could not see any contact when try to start chat
Add a date field using a different year
Hello, This probably seems obvious, but I'm trying to add a date using a year from a different date. I was trying to use newdate, but I don't think I have the syntax right for deluge. Sorry very newbie here. I imagine I have to use todate, but could anyone help with the syntax? invoice_record = zoho.crm.getRecordById("Invoices", invoice_id); start_date = invoice_record.get("Service Start Date"); end_date = invoice_record.get("Service End Date"); invoice_date = invoice_record.get("Invoice Date");
Zoho CRM and OneNote integration
Hello, I'm trying to integrate CRM with OneNote but I ran in to some issue. The extension has been installed and I tried to sign up with the Zoho Plug-in. All it does is to let me sign in with OneNote and nothing else. I also clicked on 'Authorize' but Microsoft says that 'User does not exist'. I have no issues logging in with OneNote at all using the same log in credentials. I'm uncertain if the issue here is with Zoho or Microsoft. Can anyone please check and advise? Thank you.
Set Automated event
This code doesn't seem to be working to get an automatic event created once Preferred_Visit_Date is entered, it doesn't seem to be working, can someone please help me out with this. DealDetails = zoho.crm.getRecordById("Leads",lead_id); //info DealDetails; startdate = ifnull(DealDetails.get("Preferred_Visit_Date"),"").toString("yyyy-MM-dd"); enddate = ifnull(DealDetails.get("Preferred_Visit_Date"),"").toString("yyyy-MM-dd"); eventmap = Map(); eventmap.put("Event_Title","Visit Scheduled"); eventmap.put("$se_module","Leads");
Kanban view settings
Hello, We currently have two accounts in Zoho. I'm trying to set up the Kanban view setting on the second account and would need it to have the same format with the first account. I copied all settings but it doesn't seem to have the same layout as the first account. I tried to keep the 'Aggregated By' field empty but it's not letting me: 1st account: 2nd account: Thank you. Regards, Joymie
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