How to pre-fill Deal Name on deal generation (edit form)
Hello Team, I would like to pre-fill a system field (Deal Name) under the Deals module. Since this is a required field I would like to save some time by having this field pre-filled with the Contact Name + Account Name. This should be done when a user is trying to create a new Lead. Can you please suggest a solution? Best, George Theodorou
find script to duplicate devis
hello everyone ! I work in a company that sells subscriptions and I need to project monthly turnover. To do this I had the idea to create quotes "package" to renew every quarter. I added an optin in the quote template. Now I have to create a function to duplicate this quote every quarter automatically. does anyone already have a script? thank you very much
How to refer to a filed in an open form
I am using Zoho CRM. I am new to deluge. I want to update a field in the open module form. Please advise, in deluge, how can I refer to a field in an open module form. Thanks.
Lead Source Field - Add to list on the fly
It would sure be nice to add a new item to the Lead Source field on the fly rather than having to go into the setup and customization area every time.
Custom Button on view list
Greeting, I added a button on a view list. My goal is to select multiple lines to update the information of each row. My function below works well if I select only 1 row, but do not work anymore if I select multiple row. What should I change to be able to select multiple row ? Thanks. IdsList = POID.toList("|||"); info IdsList; for each IdStr in IdsList { response = zoho.crm.searchRecords("PO_x_veh","(PO_installateur:equals:" + IdStr + ")"); number = 0; planifie = 0; date_depasse = 0; verification
Import, Lookup, & Score
I need to import building permits into CRM in a custom module "Raw Permits", which I have created. There are hundreds of these per week, but only 30 or so are relevant. I am attempting to create a scoring method that creates a 5 star rating system so the ideal permits get a 5 and can easily be filtered. Modules I have created: Raw Permits - all the raw data. Permit Types - a list of all the permit types and a ranking from 0 - 5 Zip Codes - a list of all the zip codes in the relevant area with a
Use CRM Variable in webhook URLtoNotify
I have a CRM variable that I use to set the environment specific portion of the URL. This works great in custom functions, but is there a way to use it in a webhook URL to Notify config? I was hoping for something like using values in an email template, ${General.Orchestrate Environment}. Is my only other option to always use a function instead of a webhook? Thanks
Ability to add contact CRM notes from within Desk
It's nice that from within Zoho Desk we can see CRM information by clicking on the CRM icon. We use the Contact Notes field to provide some basic information about the customer. It would be nice if agents from within Desk could add/edit the customer notes without having to leave the ticket and open the CRM. Is there any way to do this? Here's a screenshot showing the contact note displaying within Zoho Desk, but there is not a way to add a new note or edit the existing note:
Updating a Task w/Workflow Rules trigger via a Custom Function
I have a function that is trigger by a workflow rule responding to an create/edit of an event. If the event meet the specified criteria, a specific task belonging to the same contact needs to be updated as being completed. When the task is completed manually, a workflow rule is triggered that performs additional actions. I understand that in Zoho CRM, an update to an entity from a workflow rule action does not trigger the workflow rule on the entity that was updated. I've read here in the community
How to avoid duplicate entry in contacts?
I am a newbie and I have a question about duplicates. Is it possible to set up a warning message when you create a duplicate contact, so that it checks Second name and Data of Birth (Customer field) for duplication at the same time?
Best way to work with search fields
Hello, Im creating a new simple function that creates a new record on a module. This module as 3 search fiels (one that searches the contacts, other accounts and for last opportunities), so basicly this record its associated with one account, one opportunity and multiple contacts. My question is, whats the best way to insert the ID to connect. My currrent code: cMap = Map(); cMap.put("Name",nome_da_oportunidade); cMap.put("associated account",id_conta); cMap.put("associated contact",id_contacto);
Send mail to assigned user email linked to user name.
I'm trying to set email notifications when forms are updated, specifically sending emails to users assigned to issues in a Kanban. Each user has an associated email, but i need the form to display the user name instead of the email. Any tips on how to do that?
Failed to execute function
In a function, i want to see a custom field : "Repres" of my users I see the field but the function has a problem next the info. args = Map(); args.put("action","quotationHeader"); code_rep = ""; repres = zoho.crm.getRecords("users"); //info repres; for each rep in repres { for each r in rep { if(r.containsKey("email")) { if(r.getJSON("email").equals(zoho.loginuserid)) { code_rep = r.getJSON("Repres"); info code_rep; } } } } return ""; I see : Info AMA Failed to execute function Function specified
How search records by ID if in form "field":{"name":"Deal_name","ID":"4081445000000241221"},
Hello! I need to transfer all amount to deal and calculate sum. invoice = zoho.crm.getRecordById("Invoices",InvoiceID); //info invoice; takeID = invoice.get("field"); // {"name":"Sell Television","id":"4081445000000241221"} allinvoice = zoho.crm.v1.searchRecordsByPDC("Invoices", "(field:{id})", takeID.toString()); - How write this part true? info allinvoice; info invoice: and i have text, where search position: "field":{"name":"Sell Television","id":"4081445000000241221"}, {"Owner": {"name":"Anton
Changing color in a Custom Button
Hi, i have a problem I create a button for view in Canvas and i want to change the color, the default is green and i want to see red. What is the command in deluge for change the color? I cant fin them
DASHBOARD THAT RATES THE TOP 5 SALES TEAM INSTEAND OF ONLY 5
i WOULD BE GREAT IF THIS DASBOARD BELOW COULD CHOOSE AUTOMATICLY THE TOP 5 SALES INSTEAD OF ALOWING US TO CHOOSE ONLY 5 PERSONS IN A TEAM THAT IS BIGGER THAN THAT..
Help with a custom function in Zoho CRM for Customer Names in Proper Case
Could you help me with a custom function in Zoho CRM for two fields we have in a custom module. Field 1 - First & Middle Name Field 2 - Last Name I would like for Field 1 and Field 2 to be in Proper Case - however, there is often a space in the field and following a space the next word should also be in Proper Case. Example - how it should be formatted Field 1 - "John James" Field 2 - "Smith" Quite often the data would look like this... Field 1 - "JOHN JAMES" Field 2 - "SMITH" or like this Field
Proration Formula using eomonth
I'm trying to auto calculate a first month Prorated Discount. I have an install date field (not dateTime). A currency field for the subscription price. The hangup I'm having is I cannot simply get the last day of the month in a variable to use in a formula. I'm aiming for this: (SubCost/DaysInMonth)*(DaysInMonth - InstallDate) DealRec = zoho.crm.getRecordById("Deals",DealID); InstallDate = eomonth(DealRec.get("Install_Date"),0); update = zoho.crm.updateRecord("Deals",DealRec.get("Deal_Name").get("id").toLong(),{"Days_In_Month":InstallDate});
Adding products to the crm from a "won" quote or sales order
We find it useful to know all of the products our customers have bought on the "account" record page. Other than adding "products" individually, is there a way to automatically add a product to the account from the won quote or sale ?
Updating fields with data from related module field - custom function
Hi, In my Deals module, I have the section "Buyer info". The buyer is not the client, but rather an outside investor which is going to buy a house for the client, and then rent it to him. So, "Buyer info" is used in mail merge to populate promise to purchase documents and other legal documents. I would like to automatically update these fields with data from fields in the custom module "Investor". The "Investor module" is linked to the Deals module by a lookup field "Investor" located in the Deals
Best Practice for Tracking Brochures Sent to Contacts in Zoho CRM
Hello We have three brochure types that we mail out to customers at their request (we also send them out in bulk direct mail campaigns). A contact might be sent 1, 2 or all 3 brochure types (depending on their requirements) and I want to keep track of which brochures have been sent and on what date. I have found an old post (linked below), however, having followed the instructions I've found it doesn't provide a suitable solution for my requirements as a pick list only selects one type and doesn't
Function-27: Create Activities for records based on specific criteria.
Welcome back everyone! Last week, we learnt how to update information between two modules via lookup fields. This week, let's look at a custom function that creates activities automatically based on specific criteria. Business scenario: The Workflow Rules feature takes care of most of the automation requirements in Zoho CRM. Some of you might be wondering why is there a need to rely on custom functions, when workflows, blueprints or schedules helps meet most of your requirements. While this is largely
Customer group structures
How do I record group structures of my customers which may have a number of offices and buyers? I don't really want duplicates.
Trying to use an IF statement to add months to a DATE in a formula field
Hi All, Hoping you can help, I am using a formula to return a date field, but I want it to be conditional. Keep in mind that the Orders.Day Supply field is a dropdown. I've tried it this way: if(${Orders.Day Supply}=30) { Adddate(${Orders.Subscription Start Date},1,'MONTH') } else if (${Orders.Day Supply}=60) { Adddate(${Orders.Subscription Start Date},2,'MONTH') } else if (${Orders.Day Supply}=90) { Adddate(${Orders.Subscription Start Date},3,'MONTH') } else if (${Orders.Day Supply}=120) { Adddate(${Orders.Subscription
CRM re-build.
Good morning guys, I hope you're going very good. We are a company that have been used ZOHO CRM for 3 years now. It was not built properly, all the employees had access to everything. As an example, a product's name is "Billoboards_masterhead", and all the commercial agents use it, but if there's a new recruit, the new commercial agents creates a new product "billboards" and so on. So we have been stuck with so many names of the same products, so many names of the same company etc etc. this is
Not able to set arguments for new function
Hi, I'm defining my first function, but contrary to various tutorials I've taken a look at, I am not able to edit the arguments of my new function. Clicking the 'Edit arguments' link does not bring up the pop-up window to define the arguments. Anyone has any suggestion what might cause this? Could it be that I need an additional permission to do this (I am not logged in as the super admin)?
Late on Payment / Credit limit hit Warning From books
When trying to create a deal or other things to a customer account in CRM id like to see a option to show the over credit limit to the user. This is important for the sales person to know if they are hitting credit limit they need to ask questions. Like do we need a credit increase or are they not paying bills. So if 2 different warnings one for over due and one for at credit limit. Thouse are 2 different issues that need to be dealt with. If they are overdue the sales person need s to know dont
Automatically Create a Deal from another deal
Hi there, Some of my deals are retainers and they need to be repeated every month to reflect on the sales report. How can automatically create a deal if they are a retainer? I have added retainer yes or no - as part of the deal setup
Update DueDate in Sales order based on Date in custom field
in need help on creating a custom function code to update Due Date and make it equal to another date field
Assignment Custom Function / Workflow
Hello all, I'm in dire need of a solution. I have desperately tried to get this to work but to no avail. I need a solution for lead assignment that will work for NON Zoho Webforms (Google ClickID and Generic), and ALL leads that enter the CRM. I need lead assignment based on different times. Example below Leads - Weekday 9AM-5PM go to 2 users Leads - Weekday 5PM - 9PM go to 1 user Leads - Weekends 7am - 9PM go to 1 user 4 Users total with different Shift Times Assignment rules will not work because
Zoho CRM - custom module - display values from lookup record
Hi Guys, I'm looking for a quick tip what is the right and easiest way to solve my problem. Let me explain: 1. I have created a custom module "ABC" in Zoho CRM 2. Module "ABC" has a look-up field where I select the related record (Contact) 3. The contact record obviously contains many data fields. some of which I want to be displayed in the custom module "ABC" when I make the selection in the look-up field. What would be the easiest solution? Looking forward to any tips. Thanks.
Create Button - Deluge Script Problem
Process I'm trying to create: - A lead is already created - Salesperson has to submit lead for approval using a button - This will go to me So I've created the button and want it to send an email for me to approve. But I'm getting lots of error messages as I'm not a coder. Help please? sendmail [ From : zoho.loginuserid To : "me@xxxxxxxxx.com" Subject : "Convert Lead" Message : "Test" return "Sent for Approval"; ] Console error message: Failed to save the function Improper Statement Error might be
How do i add related list?
I'm trying to develop an application using "zohocrm/php-sdk": "^2.0", I received data from the event and contact modules. $eventRecordFor = ZCRMRecord::getInstance("Etkinlikler", $eventRecord->getEntityId()); $contactRecordFor = ZCRMRecord::getInstance("Contact", $contactRecord->getEntityId()); How to add contact to event for related list?
Identify an existing Account and convert lead to contact with a Custom Function
Hello everyone. I'm trying to write a custom function in Zoho for the following scenario. Any users or prospects that contact us are first created as a lead in Zoho CRM. When a lead is created, their company might already exist in the Accounts module. I need to search by lead's company name in the Accounts module, and if it already exists, convert the lead to a contact and associate them with that existing Account. Is that possible? I'd greatly appreciate some help as I couldn't find any relevant
Functions - Migration from v1 to v2
Hello everyone! As you already know, the v1 APIs will reach their end-of-life (EOL) on December 31, 2019, and so will the v1 Integration tasks in functions. For the customers to migrate their functions to v2 easily, we have Copied all functions (associated, standalone, and non-associated) to the sandbox environment. Marked the functions (under Setup > Developer Space > Functions) that use v1 integration tasks as "Deprecated". What should you do? In your sandbox, Locate your deprecated functions
Attaching a document to an opportunity from Outlook 365
It would be nice to be able to associate a document as an attachment from Outlook 365 without saving it somewhere then attaching it, many emails related to one opportunity can create difficulty locating the one attachment you like. For example we send a document to a customer they sign and return by email, if we could then drag that email into the attachments element of Zoho CRM instead of downloading then attaching it would speed up the process and prevent us from filtering through many many email
How can I duplicate the Leads Module?
1. How can I duplicate the leads module, creating another link on the top menu bar? - We have different type of leads that need to be separated into different modules. Both types can be converted to accounts, but each type needs it's own fields. In other words, we need a all the features that are present in the Leads module (email tempting, option to convert, option to create custom view, etc), but under a second tab. 2. How can we move records from Accounts that were closed into another segment
Can I prohibit "Update" and "Delete" for a certain record depending on a status field?
I have a request from a German customer regarding GOBD compliancy regarding invoices in Zoho CRM. He wants me to secure, that an invoice cannot be updated or deleted, as soon as the invoice has a certain status e.g. "Approved" or "Final". This is a requirement for invoice documents to make sure, that a invoice, which is once delivered to customer cannot be changed later on. The only way would be to create a storno - Credit Note - for the old invoice and the create a new invoice.
Help with a custom function for a UK postcode
Can anyone help with amending the below code so that it returns the value in UPPER case? Thank you! postcodenum = postcode.getAlphaNumeric().removeAllAlpha(); getlastnum = postcodenum.subText(postcodenum.length() - 1,postcodenum.length()); newvalue = " " + getlastnum; lastindex = postcode.lastIndexOf(getlastnum); newstr = postcode.subText(0,lastindex) + " " + postcode.subText(lastindex,postcode.length()); mp = Map(); mp.put("Post_Code",newstr); update = zoho.crm.updateRecord("Affordability",leadid.toLong(),mp);
Field names in a custom module accessed from deluge script
Hi, I have created a custom module called 'TestPartner' in our CRM. Its built-in name is 'CustomModule1'. By default Zoho has created a field in that module, called 'TestPartner Name'. I'd like to manipulate the fields with a deluge script, but first of all I need to access them by the name, like this: ... test_partners = zoho.crm.getRecords("CustomModule1", start_index, end_index); for each partner in test_partners { info partner.get("TestPartner Name") + " - " + partner.get("Country")
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