How would I create a function to edit all deals in my CRM?
I'm looking to iterate through all of my deals and change a field in each given deal. 1. How do I "get" every single deal in my CRM? 2. How do I "get" each deal's ID so I can reference that deal's ID in pulling the related notes and changing the related fields with each deal? In my code below, I'm trying to record the last note's content and time in custom fields in CRM. my code is: for each deal in all_deals { ID = deal.get("id"); info ID; RelatedNotes = zoho.crm.getRelatedRecords("Notes", "Deals",ID);
How to close alls associated quotes and tasks, when a Opportunity is lost?
We designed the CRM to have the Potentials als Opportunities. Now, when we loose a opportunity, we would like to either make an automated workflow, that when an opportunity is set to lost, to close all quotes and tasks, or make i via Blueprint and a "one-button" solution. Here is my current script for the quotes (it is my first own script, so it might be very bad :D) potIdStr = potId.toString(); relatedQuote = zoho.crm.getRelatedRecords("Quotes","Potentials",potIdStr,1,200); mapVariable = Map();
How Can I use COQL via deluge?
Could anyone give me a sample code about COQL via deluge? I try the following code. But it is not work. param = Map(); SQL_string="SELECT First_Name, Last_Name, Full_Name FROM Contacts"; param.put("select_query",SQL_string); response = invokeUrl [ url : "https://www.zohoapis.com/crm/v2/coql" type : POST parameters : param. connection : crm_all ]; info response;
Importing Notes - owner not updating
I am importing Notes from our internal database as a Csv File via the account + notes button. The note is imported ok against the correct account with a title but i have also matched owner against the email address of the staff member who created the note but all the notes imported are showing against myself rather than the owner. Any ideas why this is? ( I actually wanted to import them via the migration tool or API however I have learned the CRM does not allow me to edit dates or owners via
Zoho CRM: Automate using Custom Functions - An Introduction
Hi folks! With every growing business, the next step is what matters. Zoho CRM manages your business; makes it easy. But say you want a little more ease in CRM, you want a tad more flexibility in a framework. For example, Let' s assume that a user needs to create invoice copies of purchase orders to make accounting easier. However, this option is normally unavailable in your CRM account. So how do you do it? Your solution: Custom Functions! What are Custom Functions? Custom functions in Zoho
Converting Leads that exist as Contacts
Hello, 1.) In Zoho CRM when I convert a Lead to a Contact, if the same email address exists in Contacts it doesn't seem to update a Multi Pick List field or any other info (eg. Surname), it just leaves the original Contact as it was. Is there a way to update the info, and in the case of Multi-pick list to add to it, so if they enquire twice about something different it would add both option to the List? 2.) In Zoho CRM when I Mass convert some Leads, it doesn't give me any notification at all if
Workflow is passing wrong id
I have a workflow that is triggered when a new object is created in a custom module. That workflow fires of a custom function where I'm passing what is supposed to be the id of that object. Instead I'm getting the object of the module itself. 2020-02-19T23:14:35.760893+00:00 app[web.1]: {"Id":4276335000001560000}]} Is what my api is getting for every single object I create. But for example the instance id of the object is: 4276335000001283009
Update Event Start and End when custom date field updated
I've added a custom function that creates an Event when a date is entered. I need to create another function that updates said Event when the date is changed. Can someone please help me with a function to change the already Created Event and have it update the Start_Date and End_Date? The code I use to create the event is below. If you are using code: 1. change <Walk_through_Date_Time> with your own date field. 2. Select Edit Arguments and do - dealId = Deals Id or Potentials Id DealDetails
What's the best way to create a custom module that can be linked to a parent module?
Hi, I'm a writer and have developed a set of templates for common messages I sent to my clients, which I have Things like: Thank you for the brief / confirming receipt Status updates Here's the due date for your article Here's the finished article with a download link I created a custom module called 'article' to reflect this workflow — even if some of the projects I'm working on are technically better described with alternative terms. However, I couldn't figure out a way to relate this module to
Deluge function : try to find the minimum value in a field from all the sub module
Hi all, I have a CRM Entreprise edition. MY "Accounts" module has a submodule "Print". For each account, several prints of course. In the module "print", I have a date type field which is "FDC". In a workflow, when adding or modifying a "print" record, I would like to fetch all the "print" records of the linked "Account" and fin the minimum FDC value of all these "print". Then put this FDC value in a fied in the Account "Date_FDC_MFP". I am tryiing to do this with a function a the arguments ID Print
Custom Function. Accounts Address to Invoices
Anyone else who can help me on how to auto fill when I choose the account name in invoices and it auto fill to the address.
Automate Invoice Creation
Does anyone have code to automate invoice or estimate creation in CRM?
Zoho CRM and Zoho bug tracker
Question does anyone know if the two products can be linked. Basically I would like when certain cases get created it to automatically create a issue in bug tracker for our developers ? Thanks in advance,
Integration between Zoho Bug Tracker and Zoho CRM
When I am in a Zoho CRM contact record, I would like to be able to see a list of all Zoho Bug Tracker issues related to my active Zoho CRM contact record. That is, I'm looking at customer John Smith in Zoho CRM. Does he have any Bug Tracker issues? If yes: What are the names of them? What are the statuses of them (open, closed, etc.)? Can I click on any of them and open them in Zoho Bug Tracker?
Merging Fields
I am trying to merge different fields into one field in my CRM app Currently I am only able to have my address fields merge to display '123 Main St' 'New York' 'NY' '11111' But I would like to not have the ' between each field The formula I used was '${Leads.Street} ${Leads.City} ${Leads.State} ${Leads.Zip Code}' I have also tried ${Leads.Street} ${Leads.City} ${Leads.State} ${Leads.Zip Code} '${Leads.Street}+${Leads.City}+${Leads.State}+${Leads.Zip Code}' ${Leads.Street}+${Leads.City}+${Leads.State}+${Leads.Zip
Remove Tags via Custom Function
Hey Guys, How do I remove tags via custom function? I can't find the API name for Tags in the Deals module. I know there is a workflow to remove tags but it forces me to choose the tags that needs to be removed. If my agent creates a new tag, it won't be included in the workflow. I think the better way is to write a custom function to remove tags once a Deal reaches a particular stage. Any custom function to do this? Thanks in advance!
Round Up Custom Function similar to Excel RoundUp Function
Hi Team, I might be missing this but I cannot roundup in a custom function. Basically, what we need is to round up digits to the nearest whole number similar to Excel's roundup function, roundup(number,numdigits). For example, 1.4 should be rounded up to 2. I tried round(0) in custom function and it infos 1 instead of 2. In Excel, 1.4 rounds up to 2 using roundup. Any way to accomplish this in custom functions?
Mass Update Records using Schedule and Iteration
Hi Team, I have a scheduled custom function that gets records from a custom view. I have an iteration that loops every 200 records. However, that iteration doesn't seem to work. When the schedule runs, it only updates 200 records. Does iteration/loop works for custom views? Here is my code: iter = {0,1,2,3,4}; for each iteration in iter { fromindex = iteration * 200 + 1; toindex = iteration * 200 + 200; resp = zoho.crm.getRecords("Transactions",fromindex,toindex,{"cvid":3983363000033221676}); for
Internal error to update the stage
Good morning, I am trying to build a function to update stage of a Quote, and independent of what I use as “Deal_name” I receive this message: {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} The code that I am using: quote = Map(); deal = Map(); idQuote = "4214616000003852002"; quote = zoho.crm.getRecordById("Quotes", idProposta); deal = zoho.crm.getRecordById("Deals", 4214616000003842061); quote.put("Quote_Stage", "Aguardando Assinatura"); response = zoho.crm.updateRecord("Quotes",
Contacts and Campaigns
I have been sending out Campaigns for two years. I would like run a search to see which of my contacts have never opened up a campaign. Does anyone know how to do this?
Export Prospect and/or Contact data for remote usage
We have a vendor that is offering to include us in their national campaign. However we are limited to 1000 records. I would like to create a filter in both contacts and prospects and export only those records in the filter. We have this occur quite often and would like a simple easy solution rather than to use a full backup each time. If I can't combine both contacts and prospects and would like to at least do one for each module.
Generate new Opportunity/Deal from old one, but bring over all Contact Roles
We have annually recurring Opportunities. Is there a trick to duplicate closed Opportunities bringing in all the existing Contact Roles? We have hundreds of Opportunities to bring over - right now simplest is to export to CSV, adjust and reimport as new Opps, but this won't bring in the Contact Roles (i.e., because of many-one schema).
Autopopulate Bank and IBAN fields in a subform
In the deals module I've created a subform for us to recap all how the payments will be executed. These will appear as a table like that: Percentage Phase Mode Bank IBAN 30 at order Bank transfer BANK1 IT20X23849327452348765 70 at test SEPA Direct Debt BANK2 IT20X23849327452348765 We'd like to have the BANK1, BANK2, IBAN1 and IBAN2 automatically populated as follows: BANK1 and IBAN1 should correspond
How to put attachments with CASES
Dear Team, In automated response in CASES, we need that with - We should be able to attach documents with CASES. To get the ATTACHMENT uploaded in the Template so that , when the automated response is emailed , the email contains the respective attachment (of that relevant case only). Kindly assist asap.
Automatically number a deal with any given title
I'd like to write a simple function to automatically add the following string: [D#] before any title given to a Deal. I.E.: Giving to a Deal the title: Test Will result in the following title: [D1] Test Where D1 is the letter and number given automatically by the Autonumbering field. Also, is it possible to hide the autonumbering field? Please let me know, Kindly regards Marco Carolli
Sens SMS From Zoho CRM
I have searched through topics, but I cannot find the answer. I do not have a SMS option on my dashboard inn Zoho Crm, neither for bulk sms nor for one by one sms. We are connected via MessageBird. Please suggest if this is possible via this gateway and I am not seeing SMS button, thanks
Creating record in module based on field entries in another module - Multiselect lists and date fields not being copied over when left blank!
The workflow rule that triggers the function that copies the fields from the previous module into the newly created of the new module sometimes does not trigger. This is bizarre because when I check the audit log, I see that the workflow rule was called, but the new record was not made nonetheless. This is frustrating because we are not seeing what exactly the error was. So far I've narrowed down the issue to being these components of the dictionary that's passed into the zoho.crm.createRecord function:
Product from Deal to Account
I've searched for an answer to this, but only found an old post from 6 years ago that said it was not possible. We have an API writing to Deals anytime our internal order entry tool closes a deal. It writes to the CRM with the products that were purchased by our customer. What I am trying to accomplish is also having those products tied to the account. I know we can probably do this using the API, but was wondering if there is a way to accomplish this otherwise. Basically, if a deal closes with
Lack of REAL Round Robin Assignment
It is absolutely despicable that Zoho One with an Enterprise plan does not have an integral way to ROUND ROBIN distribute prospects/leads/anything. Why on earth is there an option in Workflow Rules to Convert a Lead if it isn't even cohesive with ASSIGNMENT RULES? Assignment rules should not ONLY work for Zoho Web Forms. Seems like a VERY simple requirement for a CRM. With over 80 users, in different markets nationally, this automation is CRUCIAL.
Associate products to Account - Custom function
Hi Team, I need to add products to Account. I would like to automate this task, please provide the custom function which would map the product to the account.
Map Account Field to Potential
Hi, I have a custom field on the account module called "Contracted Rate" and I have created another custom field on the Potentials module called "Contracted Rate". I would like the "Contracted Rate" value from the Account module (taken from the account located in the "Account Name" field on the corresponding Potential) to be mapped to the "Contracted Rate" field on the Potential field. Please can someone post a script on how to achieve this as my Deluge skills are poor to say the least. Please do
null.toString() --> "null"
Hello, we have a function that copies product description field from one entity to another. When that description (field) is empty/null, the value that is being copied is (the string) "null" instead of an empty/null value. Is there a way to prevent that? M.
Migrating From Version 1 API to Version 2 "Facing Issues"
I have created Zoho API which was using Version 1 one now i need to migrate into Zoho API Version 2 but i am facing issues running the below code: <?php $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/"; $fields = json_encode(array("data" => array(["City" => "Egham"]))); $headers = array( 'Content-Type: application/json', 'Content-Length: ' . strlen($fields), 'Authorization: Zoho-oauthtoken 4869c41171910edf553c07461c59a059', ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $apiUrl); curl_setopt($ch,
Automatically assign leads with campaigns
Greetings, is it possible to automatically assign new leads with a specific parameter (e.g. lead source) with an existing campaign? Didn't find any results in the workflow option. Thanks for your help! Kind regards, Tobias
Unable to Import Shipping Fields in Feeds
Currently creating a series of Zoho Feeds for my company to pull information from a WooCommerce form. Seems that no matter what I do it is not importing the information from the WooCommerce form into any of my Zoho CRM objects. Please let me know what I am doing wrong.
Add Product to Account and Contact on lead converstion
Hi, Currently, when I add a product using the related list to a lead and I then convert the lead, the product only maps/carries over to the deal, is there a way where it can also copy over to the account and maybe even the contact.
Sum individual discounts from line items to the quote level
Hello! I created a new field (of type Currency) in Quote - called "SumDiscount". I'm trying to sum up all the discount from all the line items into that field. Every time the discount value is modified on one of the existing line items or if a new line item is added that has discount on it - the value of SumDiscount should change. I tried multiple ways to get that to work but it is not working. Can someone help me figure out what code should I put in to get this to work? (Btw, I changed the Quote
Distinguish between Leads comming from twi different webinars using Workflow Rules
Hello there, My issue is a bit tricky and i will give it my best to explain it properly. So basically I am using the Zoho Meetings integration to automatically create webinar registrants as Leads in the CRM. I have two different Webinars, for which i created two different "zoho webinar" Campaigns in the CRM to manage, schedule and launch my webinars. Now what i want to achieve is that, regarding for which Webinar my Lead registered him/herself, either Webinar A or Webinar B, that the field "Lead
Problem to update record via function in Workflow
Dear All, I'm trying to update a date via function executed by workflow. The function you can see below. Cashflow_Datum = Verkaufdatum.addWeek(6); response = zoho.crm.updateRecord('Deals',ID,Cashflow_Datum); Always when I execute I'm getting following error: Funktion konnte nicht gespeichert werden Argument type mismatches for the function zoho.crm.updaterecord at index 3 Line Number: 2 I have set following arguments.
Geotag & GPS
My users need to take a picture with their mobile device.... is there a way to capture the geotag of the image or get their exact lat/long of where they are standing?
Next Page