Custom Functions that updates Field "Leadsource" based on Campagin-Membership
Hello, I need help building a function which updates the field Lead Source based on campaign Membership. Basically a functions that goes: "If a lead is in Campagin "Marketing Automation", update field leadsource to "Marketing Automation". it does not seem to be that hard, but as a non-techperson I just cant get it to work properly :/. Thanks in Advance for Help Leon
Update field in Contact based on value in Account
I am hoping to be able to automatically update a field in my contacts that have a value in Accounts. Here is the Scenerio... Parent Account is "XYZ Company", The child companies have contacts with email addresses. I want to be able to flag all of the child company contacts with "Email Opt Out". Basically, the Parent company is the only one that I want to email to. I never want to email the child companies. Any ideas?
Zoho CRM Migrating Webhooks to API v2
I run 2 separate Zoho CRM systems. They communicate with each other via webhooks. For example Zoho CRM A has a workflow rule that triggers a webhook which inserts a new Account record in Zoho CRM B. I created/configured these webhooks in the Setup > Automation > Actions > Webhooks They are based on the API V1 format. I have spent a long time reading the migration guide but cannot figure out how to re-implement these webhooks in the API V2 format. For example the authentication in V1 is just a field
Reassign a Lead to another random owner after specific time.
Hello Everyone. I setup a webform that assign the lead to a specific set of user in that area. This is a basic functionality of ZOHO CRM, in lead assignment. What i need is to setup an automation like: If the lead as not been modified in the first 24 hours (it means the current owner didn't call the lead yet) then reassign to another owner. The new owner can not be the current one. Is there any way i can implement in zoho crm? Thanks
Problem with Zoho Reporting
This CRM is pretty awesome but i'm not gonna lie, we are looking for alternatives. We spent lots of hours, Months, entire year setting this up to our standards and the Zoho CRM is missing something very important. Like our company we manage 3 sales people. We want to be able to run a report and see how many appointments each sales person ran, How many did they sell compared to other sales people, how many deals they closed or working on closing and how many deals are lost. Also would be nice to
Automatic Phases opportunities?
We want to automate one of the phases of an opportunity and we don't know how to get it. We want that when making the budget from Zoho finance of Crm, the state goes to “budgeted” and that the amount of the budget is added to the amount of the opportunity, how can we do it?
Custom Formula Field. Multiplying a field by a whole number
Hi I am looking to create a simple formula. I would like to multiply a number field by a fixed % I have tried the formula a few different ways. Abs(${Number Field} *.75) and ${Number Field} *.75 and a few others. ${Number Field} *.25 and a few others. If there is a way to take a specific field A and put multiply ( Field B (A*.75) and Field C Multiply Field A *.25) Thank you in advance for your help.
Struggling to call a custom function from with a custom function?
I have a few custom functions. Some I need to use repeatedly so separated them with a view to calling them from within other functions. However I cannot find the correct syntax to call the functions? When I try to use the script builder (using Chrome Browser) the details do not get entered at all? - just blank? so I have no guidance on the syntax. So I am trying to just add the syntax in in Free Flow Scripting> Can someone please tell me how I reference a function from within my own CRM? for example
get info from user when using Button
Hi I'm trying to male an Send SMS button that open a dialog box and sends the message the user is writing. what do i need to do? tnx
get field value from lookup module
Hi, i've created a custom filed called "percentage" on module Customers and a custom module "CustomeModule1" with a lookup field to module Customers. On this custom module there is a data entry field "value1" and another field called "value2" which should to be the percentage of field "value1" where the percentage number is coming from the lookup field on customers module. Where and how do i make the calculation, on the UI or during record submit ? Can you provide an example ? Thank you
Add reminder when creating a Task with aa custom function.
I have function which creates task in Zoho Crm, I want to fill the reminder field but I'm just not able to do it, here's the code: UpdateActivity = Map(); Contact = SMSHist.get("smsmagic4__Contact"); UpdateActivity.put("Description","NEW SMS FROM " + Contact.get("name") + ":" + SMSHist.get("smsmagic4__Text")); UpdateActivity.put("Send_Notification_Email",true); UpdateActivity.put("$state","save"); UpdateActivity.put("$process_flow",true); UpdateActivity.put("$approved",true); UpdateActivity.put("Remind_At",{"ALARM":"FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:"
How Can I Update Task Reminder Date in Custom Function
Hello everyone, I wrote a function for to update task reminder date but I got issue. How should I fix. Should I add which parameters? Do you have any idea? updateRemind_At = zoho.crm.updateRecord("Tasks",taskid,{"Remind_At":now.toString("yyyy-MM-dd","Turkey")}); This code is working successfully. updateDueDate = zoho.crm.updateRecord("Tasks",taskid,{"Due_Date":now.toString("yyyy-MM-dd","Turkey")});
Dynamically populate AMOUNT with sum of Products
Hello, How can I make the AMOUNT field automatically show the sum of the Products? If a given Potential has 3 products at $100 each, I would like the AMOUNT to be $300 without having to type it manually. Regards
Add Products in Vendors Related List via Custom Function
Hi Team - I have this custom function that pulls information from our Bills custom module. rec_bill = zoho.crm.getRecordById("Bills",billid); bill_prod = rec_bill.get("Product_Name"); bill_prod_id = bill_prod.get("id"); bill_vendor = rec_bill.get("Vendor_Name"); bill_vendor_id = bill_vendor.get("id"); mp = Map(); mp.put("Products",bill_prod_id); update = zoho.crm.updateRelatedRecord("Products",bill_prod_id,"Vendors",bill_vendor_id,mp); info billid; info update; What I need to accomplish is to put
How to hide a lookup field, but show the related list in a record
Hi, I'm trying to hide a field but at the same time show the related list of a record. Say I have a record 'Accounts' with a multi lookup field 'Opportunities', it will display both a field with all opportunities and a related list with all opportunities. I want to hide the field, but not the related list. Is this possbile and if so - how? I want to hide this: And only show this: Thanks! Erik
What does Zoho CRM respond to zoho.crm.getRelatedRecords if files are not attached?
I can get attachments info by respond = zoho.crm.getRelatedRecords("Attachments","Invoices",ivId); I just want to know if record is not attached any file, what does this function respond? I try to check this with 'return respond', but nothing displayed. Thanks in advance, Kunio
Count days client is customer
Hello, I have a business in which it's very important to calculate how many days a customer is client with us. I created a custom field in Clients with "Start datum" in which the starting date is collected. How can I create a field in Clients which displays how many days this client is a client of us. And obviously, when "End date" contains information it should count only until that date. I have very limited coding knowledge! :) Thank you for your time.
Creating new custom module record based on deal stage
I've created a customer module named 'Bookings' I would like a 'Booking' to be automatically created once a Deal stage is marked as Closed-won, with some of the fields from the deal mapped across to the booking. Please can somebody provide me with steps of how to do this? I know I need a custom workflow I just don't know how to write it. Thanks in advance!
New Potential form filled in from existing Account.
I have been trying to create a function linked to a Workflow, that will when a Potential is created from the Account module the function will auto fill in the form. I have looked on the forum and found some code but I am unable to get it working. In the editor it executes OK and the ouput in the function editor contains no erorrs. Any advice would be appricated. My code is a follows accountID = accId.toLong(); accDetail = zoho.crm.getRecordById("Accounts",accountID); mp = Map(); mp.put("Deal_Name",accDetail.get("Account_Name"));
Zoho Docs & WorkDrive
Hi, I've just been having a look at Zoho WorkDrive and it looks very nice but have a few Docs related questions. Is WorkDrive replacing Docs? Is the really nice WorkDrive interface coming to Docs? Is there a way to transfer all my Docs files (inc writer/show/sheets files) & folder structure over to WorkDrive? I have 40GB+ and don't want to download and upload ;) Really love the thumbnail view on WorkDrive... I can see the images without previewing :) Rgds Jon
Update 'Paid' field in CRM from Books
Hi, I have a custom checkbox in sales order of the CRM labeled 'paid', how can this be automatically updated when a payment is received via the automated feed in Books?
Date field based on 2 other fields
I have two fields: Travel Date (date field) Number of Nights (number field) I want to create a third field that auto-calculates another date, 'Travel Date' + 'Number of Nights' = 'New Date' Please can somebody tell me how to do this?
New UI for CRM
Most of the other applications offered by Zoho have a toolbar on the left-hand side, the CRM seems to be the only one without it. Any plans on refreshing the CRM UI, it has been the same for 7 years and desperately needs a refresh?
"ACCOUNTID" variable on Deals module in v2 API
I have a function associated with the Tasks module, written in the v1 API. In my particular case, when a Task is related to a Deal, (rather than directly related to an Account) I need to be able to draw information from the account related to the Deal. I was previously able to accomplish this with the following code - the Account ID is stored in the "ACCOUNTID" field: dealDetails = zoho.crm.v1.getRecordById("Potentials",input_dealID); accountID = dealDetails.get("ACCOUNTID"); This approach
Workflow rules using different modules
Hi I need to be able to create a workflow rule which will use date from different Modules. Basically, if the data of the field "CPV User " from my Leads and Contact modules match with the field "CPV Tender" (which is a field from my "Tender" module, then I would like automatically generate a report; This report will show all "CPV tender" of the "Tender module". Basically what I would like to achieve is: 1.If Field "CPV tender" from the module tender = "CPV" User field from the Module Contact This
Mapping custom fields from the Deal module to the contact module
Hi, As the question suggests, could you please provide me with a custom function to map custom fields from a deal to the contact fields the deal is attached to. Each custom field exists both in the deal module and the contact module. Thanks
Custom Action on Webforms
Hi, I'm planning to customize the behavior of webforms when submitting. I want to run a script to post to a URL to initiate a process in another app. How do I do this?
Assigning a name to Deal Name from a drop down list in Deals Module
I simply want to auto assign a value to deal name from a drop down list box field which is selected from within the deals module. This value will be text which contains both letters and numbers. Instead of typing a deal name, I'd like to select it from a drop down list which is a separate field I have created within the deals Module. When a deal is saved, I'd like this deal name to be updated from this field drop down list? Any solutions......... thanks
Zoho CRM connection setup
I try to connect another Zoho CRM. and I have another Zoho CRM Client ID & secret. That following is what I fill in connect custom service. But System return "ERROR_invalid_redirect_uri" How Can I fill in those infomation ?
'TEXT' can not be cast to '[BIGINT]' for the function 'get' issue
I am having trouble with a new function that I wrote recently. However, I am using the exact same lines to pull the exact same values in a different function I wrote last week. The one from last week works fine, but the one from this week does not. Again, same code and is pulling the same information. Not sure what I'm doing wrong here. This is the code that it is not liking: 2 CampResp = zoho.crm.searchRecords("CustomModule3","(CustomModule3 Name|==|" + camp + ")"); 3 for each ele in
How to link client order between Zoho CRM and Zoho Inventory
Greetings, I am using Zoho CRM and Zoho inventory. I am using the automatic relationship to link companies, contacts and items. Now, i would like to link customer orders : Once a customer order is validated into Zoho CRM, i would like it to be automatically created into Zoho Inventory. Is there a way to do so, without using API call ? Thanks, Claire
Getting Lead ID after submitting the Zoho CRM Webforms
Is there a way to get the newly created LEAD ID after submitting the Zoho CRM Webforms? Currently the response is only this: <html><head><meta http-equiv="Content-Type" content="text/html; charset=UTF-8"><title>Zoho CRM - Webforms</title></head><body><script>window.location.assign("https\x3A\x2F\x2Fwww.mydomain.com\x2Fcrm_landing");</script></body></html> Thanks!
Super Admin As Modifier
Does anyone have any suggestions or recommendations on how to not display the Super Admin's name as the modifier when functions / workflows are triggered? I understand that it is not possible in the system, but I am curious how you all set it up to accomplish said requirement. Did you create another account and name it System Admin and assign the Super Admin to that? I am looking for any other suggestions. Thanks!
I'd like to log call summaries as notes in my accounts
I'm using RingCentral integration with ZOHO CRM. The calls are logged as activities and I would like to set up some automation to make the call summary a note on my accounts. I am not looking to do this for leads or contacts, I want the note on the account profile specifically in the note section. Any advice would be appreciated.
I want check if Deals exist in another CRM ORG or not?
I want check if Deals exist in another CRM ORG or not when I input a deal. I know I can setup Custom Service connection in CRM. and write a fuction to search record. Dose there have more easy way to do that?
Find nearby leads
Hi, is there a function or addon available that allows the user in Zoho to simply click on a button and it shows on a map automatically the next nearby leads and their status. What do a want to achieve with this function: - Sales Rep closes a deal or sets up a meeting with a company - then has the ability to click in Zoho and it automatically shows other potential leads near the original. If possible it should allow to set the distance, i.e. 30 km - Therefore has directly the next possible leads
Linking two fields in the same module
Hello, here is my objective. I want to track customer accounts that go inactive i.e. haven't purchased in over a year. I already have a field that tracks the last sale date (called "Last Sales Date"). I then created another drop down field (called "Account Status") that allows you to choose "Active" or "Inactive". What I am hoping to do is have the drop down field automatically update based on sales date. For example, if an account has not purchased in over a year, the "Account Status" would automatically
Send Email button for Sales Order
Hi, is it possible to add a button to the sales order view page that sends the order as an email automatically to the contact, with the PDF template attached and the email template pre loaded? saving the need to seleck the templates manually? Thanks Harry
Automatically attach last upload to workflow mail
Greetings, is it possible to automatically attach the latest upload on a record (e.g. a pdf-attachment at contact record) to a mail notification generated by a workflow rule? Thanks for your help! Kind regards, Tobias
How to create function to push data from one Custom Module to Deal?
Hi all, I'm trying to shorten the sales process at this moment, I've created a Quotation Number module that generates running quotation number. What I would like to do is to create an automation/function that pushes the data entered from Quotation Number module to the Deal module (where we keep track of all the existing sales prospect). Anyone can assist a bit on how to do i start the function coding?
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