Open discution finding a way to Populate filable PDF with ZOHO CRM Data
Would anyone be interested of having the means to populate fillable PDF. I am looking for ideas how we could accomplish this. I don't know why The Zoho Team have not done this already since PDF'S is the most popular means of sharing and manipulating Documents. We have been doing it for years now, but the way we do it wont work anymore because Chrome as stop using the Acrobat NPAPI plugins 2 years ago and firefox as ceased the use of that plugin also. Explorer is probably just a matter of time
Ninja forms and Zoho
We have integrated Ninja forms from WP and it populates leads in Zoho. All good. However, if you use the same email a few times, you receive a confirmation but the lead does not go through. Is there a limit set somewhere?
Birthday Reminders and Auto Emails
I have read a number of frustrated posts about trying to do a simple thing like send an email out to a customer on their birthday or anniversary etc. I have spent quite some time on this and am pleased to say it works perfectly. First issue is you must use Enterprise Edition to allow the triggers to send out the email on the birthday to your contact. The approach I took was as follows: use the Date of Birth field on the contact record of CRM created a new field called "Next Birthday" as an option,
Two Stage Probability Mappings?
Is there a feature that allows for multiple stage probability mappings? The company I work for has two distinct branches both of which have separate stages they would like to use in the deals module.
I can't create attachments of type link
The zoho sign add-on for zoho crm only allows the sending to sign from the main modules of the system (Leads, Contacts, Accounts, ...) We need to send for sign from custom modules. We have managed to create documents to sign with crm data. https://www.zoho.com/deluge/help/script/sign/create-document-based-on-template.html Now we need attach (in zoho crm module) resultant pdf file or link to view document in zoho sign. Please any suggestions, code example, comment or anything that helps us.
Add Custom Button with Call activity to Leads view
Hi! We use Zoho One. I want to optimize time spend per sales rep when registring an activity on a lead. Today the process for a call (no phone system integrated with Zoho), that the sales rep opens the leads and clicks on +call. I want to make a custom button with the same action (opening the window) direct in the leads view page. How do I do this? The idea is, that the same popup comes and you fill it out directly and save one pageload to the specific lead and scroll/click to the activity section.
Can a Workflow Condition evaluate based on a blank/null/missing/empty date
Within a Workflow Rule I want to trigger and email X number of days after a start_date field, but only if the expiration_date field is blank/null/empty.
Add 2 additional contacts with their own information from a new module to deals
Every single customer we have (accounts) has their own contact just as is typical within CRM. We are a shipping freight company. We truck deliver freight. The shipments (deals) are facilitated by the brokers that the broker pays us for. So the broker is our customer. The shipper and receiver are not our customers, but they are part of the deal. But we don't want a stockpile of contact data that belongs to the broker in our contacts. So, each deal record needs to have 2 additonal contact records
Create customized Deal/Potential/Lead from Email Parser
Hi, trying to create a potential (which is a copy of the original potential with lot's of modified fields) by using the Zoho Email Parser. But the customized modul is not shown at all. Secondly I tried to use the lead module in Email parser, but the modified lead modul is not shown I can use only the values from the original one. Does anybody have an idea how to fix this? Regards Peter
Expired Date Calculation - Purchased Date + Packages
mp = Map(); mp.put("Packages",expdate); mp.put("Expiry_Date",installdate.toDate().addDay(expdate)); update = zoho.crm.updateRecord("Accounts",accid.toLong(),mp); info mp; info update;
Auto Update Potential Amount
Is it possible to auto update the Potential amount from the Grand total in the Sales order? If so, how can i do this? I was able to set this up from the Quote, but can't seem to fiugre out how to do it from the sales order.
Possible to change default potential name when converting?
Hello, I'm wondering if it's possible to change the name of the potential that is inserted when converting a lead. Right now, the potential name defaults to the name of the account. I'm wondering if I couldn't change it to something like... ${Leads.Event Date}-${Leads.City}, ${Leads.State} Not sure if there a place to change it. Thanks in advance for your help.
Any redirect function to Convert Contact
Hi, Following my question in the CRM part : https://help.zoho.com/portal/community/topic/checking-valuidity-of-fields-when-converting-leads I'm looking at how I could redirect an action to display the "convert Lead to Contact" page. I didn't find such a redirection yet in the documentation (may be I didn't looked carefuly enough). Is there a function I can use ? Regards
Auto fill field from Function field to Currency field
Hello, I am trying to create a rule that when ever the "Total for Tours" field is changed it should the field "Total Tour cost Before VATסהכ כולל מעמ" with the information from the "Total for Tours" field automatically. Can you help me with this? I am attaching screen shots of the field in the leads module and also from the field editing page. Please let me know if this is possible and what it would take to complete. I do not want to have a button to do it I would like the update to happen every
Custom Function Deluge Issue - Code Failing When In Approval Process
Hi, I'm wondering if anyone can possibly help me with a problem we're having with Deluge. My developers have coded a custom function which updates the line items in the Sales Order when it is saved, automatically changing prices and adding in required products depending on the Price Book chosen. The issue we're encountering is we are unable to pull Sales Order details using the "getRecordById" function, for Sales Orders which have been rejected during the approval process. Any Sales Orders which
Data Collection form with docusign
Hi I need to introduce a contract that needs a digital signature - I see this is possible with the docusign integration. However I have an additional requirement, I need to collect some data within this contract... so basically I need a webform that the customer completes and then digitally signs. Finally I need to be able to access that data easily in the zoho application - ideally i'd be able to extract as CSV or excel. Thanks for your help and guidance. Pascal
Auto Fill a field for a module from another module field
I have two modules. Sales Order Job Order Both have a description. Both modules are linked. So the description of the Job Order should mimic that of its assigned Sales Order. When I create a Job Order, I want the description field to not be null but get and display the description of its assigned Sales Order I was tweaking some code of other forums but can't get the right match. I have the list of API's that i need. I just need to be pointed in the right direction of how exactly to configure
get("id").toLong()
Trying to write a function that searches for a record in a custom module. When it finds that record, I need the record ID, so that I can update it. appid is passed in as an argument. ref = zoho.crm.searchRecords("Referrals", "(Application:equals:"+appid+")"); refid = ref.get("id").toLong(); It is finding the record, but won't extract the id. I get the following error: Failed to execute function 'TEXT' can not be cast to '[BIGINT]' for the function 'get' Line Number:4 I understand that it is because
How to set Multi-Select Field in Deals CRM Module
When a deal is created, I have it going to Zoho Flow. What I want to do is take a string/list that is not properly formatted and insert/default it into a multi-select field. I am having issues with this and would appreciate some help. My incoming string: "item1, item2, item3" The field I want to update/set is Optional_Coverage I tried using a custom function in Zoho Flow thinking I can manipulate the ", " to a ";" and update the deal, but it's not working for me. Can you please help me with a custom
versions of Asterisk
which versions of Asterisk, in addition to 1.4 support crm ? Asterisk supports a version 6.12?
Field updated by Custom Function not triggering workflow
Hi Team - I have a field that is updated by a custom function. I have a workflow rule that runs a custom function whenever that field is updated. Unfortunately, that workflow rule is not triggering. I even changed the workflow to Edit and run this rule whenever the record is edited but it is not triggering. It is not in the timeline. The scenario is: when Deals stage is Invoiced in our blueprint, a custom function will fire off and update Last Order Date in Accounts. We need the Accounts record updated
Help with Custom Function. Trying to find average amount of last 10 won deals
Hello Team - I have a custom function that should calculate the average amount of the last 10 won deals. The custom function is working but it is giving the wrong amount. Can somebody shed light on what I am missing? The average amount should be around 19k but the custom function is calculating 11k Below is the code and attached is the Deals related list under Accounts. resp = zoho.crm.getRelatedRecords("Deals","Accounts",accountid); iteration = 0; total = 0.0; count = 0; average = 0.0; for each
Rename a Record in Custom Module.
Hi all, I have created a customer model called Property which has all the address fields inside it. (street, Suburb, post code, state, country). When we create a new record it ask to name the new record. I wanted to use a custom function inside a workflow that all new record do the following customer function: Rename record name to street, suburb, post code, state, country Example First New record Name of property = 1 Street = 36 Paris street Suburb = Sydney Post Code = 4556 State = NSW Country
How do I know the API version of the CRM tasks I use in functions?
I have a working function with the following code: leadinfo = {"Last_Name":ln,"Company":cp,"Email":em,"Phone":ph,"City":ci,"Country":cy,"Qty":qty,"Products2":pt,"Ownership":lo,"Lead_Source":ls,"cProduct":cpt,"IP":ip,"Form_URL":fu,"State":st,"First_Name":fn,"Account_Type":at,"Industries":in,"Implementation_Period":imp,"How_many_Customers":hc}; resp = zoho.crm.createRecord("Leads",leadinfo,{"trigger":{"workflow"}}); I would like to know if this is version 2.0 or 1.0.
How to add auto incremental id for Deals
Hi everyone, I've been trying to implement a way to identificate every Deals created within my enterprise with a similar and easy readable pattern. Something like : YEAR.MONTH.xx Where the first Deal of the month would be 2019.10.01, the second would be 2019.10.02 etc And when starting a new month, it would be 2019.11.01 (starting at 01 again) Is there some way to achieve that ? I've been trying to use the autonumber field and some formulas without success.. Thanks a lot.
Create automated event after sales order status is changed to "in progress"?
Hello there, i trying to figure this out. When a sales order ist created with status "in progress" ist should automatically create an event into the calender the sales order has tow date fields "start" and "end". Also the name of the event should be the customer name with a präfix. The event details should contain phonenumber of customer and productdetails. Is this possible with custom functions?
Use a Custom Function to populate a new potential form
Hello, Can someone help me to achieve this example? I have a Accounts with Customer Name, Address and Phone. From the Account view I want to add na Custom Button to create a new Potential, but I don´t want to directly create a new Potential with PotentialCreate = zoho.crm.create("Potentials", PotentialMap); Instead, I want the user to be directed to the New Potential screen with Customer Name, Adress and Phone pre-populated in the form. User would them complete the remaining required fields and save
Adding CC in automatic replies email
Hello, We have workflow rules that send emails to the leads but we need to cc other email addresses in that same email. We could add more addresses but not as cc. We would like to do it that way. is possible? Thank you!
Sending SubForm Values In An Email
Hello, I have a Subform that we fill out for every lead that we do. How do I go about sending the SubForm data in an automated email once it reaches Status = "Declined"? Thank you.
Formula not working
Can anyone tell me why this does not work Datecomp(Now(),${Airports.Contract End Date}) The Syntax is correct, however it just does nothing, it should show how many days are left from today until the contract ends. Cheers
Updating fields across modules
If I create a sub field under the LOST Stage that gives reasons for loss and one of them is DO NOT CONTACT is it possible to creat a layout rule that will also change the CONTACTS module status to "Do Not Contact"?
Calculate Average Days Between Won Deals
Hi Team - how do we calculate the average days between won deals? Can it be done using a formula field or with a custom function? We will use this to create a workflow for reorders or follow up subsequent orders? Thanks in advance
How to add records in Zoho CRM to related list with custom function
Hello. I am currently using Zoho CRM Enterprise. After creating about 3 custom tabs (custom modules), I want to list them in the related list of custom tabs, but I don't know how to write custom functions. Thing you want to do A → B (Lookup) A → C (Lookup) B → C (← I want to display the related list here) Please tell me the specific Deluge Script. Thank you.
Add Participants to Event using functions
Please, I want add participants to an event using functions. ¿How? Thank you.
How to create a custom report triggered by a button when viewing a contact
I would like to create a button on the contacts page that triggers a custom report that is based on the current contact being viewed. When looking at the reports, the advanced filter allows the option for the contact name to be used, however I am unsure how to set it up so the "contact name" field gets updated to whatever contact is being viewed, and report to be generated with the click of a button from the contacts page.
Automated Lead Distribution
I am try to set up automated lead distribution such that when a new lead come in from Web to Lead form it is automatically assigned to the next Sales agent in a distribution list. However I also need a modifier/rule that states "if the next sales agent is not assigned to the territory (by state) then it is then assigned to the next available sales agent, and so on... Thanks
Making Sections visible/invisible dynamically
Dear all, your assistance is very appreciated. We have 3 sections in a module "Potentials": Section1 Section2 Section3 There is a picklist in Section1: Option1 Option2 Option3 We require the following behavior of Zoho CRM: if Option1 is selected, then Section2 is visible, Section3 is invisible if Option2 is selected, then Section2 is invisible, Section3 is visible if Option3 is selected, then both Section2 and Section3 are visible Do you have any ideas how to resolve this?
Unmapping 'Company' field to Account Name
I am a B2C business, and I want to use the accounts module for individual clients. The 'company' field in the leads module maps to the account name in the accounts module, and this 'company' identifier is immutable. I don't have a problem with how it maps, as I want the account name to be the client name. However, I would like to change the 'company' identifier to 'client name' in order to avoid confusion for data entry. Is there any way to change this? Either by mapping a different lead field to
How to link contact records and create a history of interactions
Hi we are very new to zoho crm and are trying to set it up to fit our business better. This would be for a spa type of service where customers come and get treatments or spa services. We are not sure if it is best to use events or tasks or deals to create this, but this is what we are trying to do: #1 Create contacts that can be filtered by a custom field (For example: clients, therapists, organizations etc) (This has been done already) #2 Log each customer as a contact, and each time that contact
Button Convert Custom Module
Please could someone help me with this error is this function. I have a custom module of autonomous leads, I created a button that converts this autonomous lead to potential lead, but it is giving this error, how can I adjust this function or the error.
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