Create new potential automatically based on existing potential
Hello, I am trying to automate a workflow for creating new potential based on existing potential. Basically, I want to duplicate a potential 30 days before an existing date field is reaching it's date and setup some values on this potential duplicate. What is the easiest way to do it. Thanks in advance.
Sales End Date Automatic Event/Task
Hi I am looking to make the sales end date trigger an event or task. Let's say the sales end date in my product module is 6.15.19. Can I have it automatically create an event or task 30 days prior? Thank you.
How to capture the repsonse from POST URL and update a field in CRM module?
Hi, I have defined a custom function which gets executed for every record creation in a module. The custom function takes contact name, email id as input and creates a user in an external application. Here I would like to how to read response object returned by POST URL? At the same time the function return type is void. How can I read the response which is in json format and update a field in the module with the response key values. Please suggest. Thanks Krishna
Custom fields for campaign criteria
i have multiple different forms in contact module ( as the company i work for provides a range of different products) Currently i am trying to create a campaign list but the custom fields arent showing up. Can anyone help with this?
Automatically adding new Leads to a Campaign based on the Lead Source?
It seems like there should be an easy way to automate this - is this a function (which I've not done before, but am game to try it...). I'd like to add all incoming Leads with a particular Lead Source to a specific Campaign. Advice gratefully received.
Update 'Industry' field in Deals from 'Industry' field in Account module?
Hello experts, I'm a bit of a learner here, so thanks ahead for your patience. Unfortunately I started using Zoho CRM without an 'Industry' field setup in my Deals module. I do have that field in Leads and in Accounts. I have now finally added the 'Industry' field into my Deals module and this should now work as I wanted through future input/conversion mapping process. However, the result is that most of my existing deals now have the 'Industry' field as blank. Conversion mapping of course does not
How to add system-defined product details field on deals module
I'm trying to finish the product price calculation process in only deals module by adding this field on deals. Any chance to do it ? I found this field is only appears on accounting modules.
Creating Convert Button From Custom Module to Lead Module
Hello I am getting an error on Line 2 of my code stating: 'TEXT' can not be cast to 'Long'. Here is my code: archiveIdLong = input.archiveId.toLong(); archiveDetails = zoho.crm.getRecordById("Archive", archiveIdLong); first = ifnull(archiveDetails.get("First Name"),""); last = ifnull(archiveDetails.get("Last Name"),""); name = first + " " + last; LeadMap = map(); LeadMap.put("First Name", ifnull(archiveDetails.get("First Name"),"")); LeadMap.put("Last Name", ifnull(archiveDetails.get("Last
Is there a way to track commissions in Zoho?
We have an employee who sells items at a flat rate commission depending on the item. Some items are 10%, some are 15%. What's the best way to track this? We currently do it manually, but was hoping there was some sort of tool to help us.
Sending Automated Emails from a Secondary Email
I'd like to send automated emails from one email address (name@domain1.com) in my crm. This could be a custom field from the user account, or however Zoho needs to recognize it. The problem is, I'd like another email address to be the default address (name@domain2.com) for a given user in campaigns corresponding to the "use CRM owner address" option in Zoho Campaigns. We use Gmail as our email host and client. Is there a way to accomplish what I'm describing using a custom function, referring to
Creator Subform to own CRM Module Subform
Hey there, ...is it possible to update subform entries by Creator of a record in Zoho CRM? I tried the following script in Creator: paramsMap = Map(); paramsMap.put("Title",input.Title); // this is working PriceList = List:Map(); for each rec in input.Prices { PriceMap = Map(); PriceMap.put("Item","Test"); // Item = column/field in CRM PriceList.add(PriceMap); } paramsMap.put("Items",PriceList); // Items is the name of the subform field in CRM respy = zoho.crm.updateRecord("Test_Module",input.CRM_ID.toLong(),paramsMap);
Sendmail from Zoho CRM Custom Function
Hello, Think I found a possible bug using the sendmail function in Zoho CRM. The following works fine when testing. sendmail [ from :zoho.adminuserid to :"someemail@gmail.com" subject :"New Lead Assigned to you." message :"Dear Joe,<div><br></div><div>A New lead has been assigned to you. Please call and update as soon as you can.</div><div><br></div><div><br></div><div>Name: "+input.Bconnected_Name+"</div><div>Phone: "+input.Bconnected_Phone+"</div><div>Address: "+input.Bconnected_Address+"</div><div>City:
How to pull data from other fields from a lookup field record?
I have a custom module called Room as well as another custom module called Rehab Costs. I have a lookup field called Paint Costs in the Room module pointing to the Rehab Costs custom module. Next to that lookup field, I have a currency field called Painting Costs. I am trying to write a custom function to pull the Cost field value of the record of the Lookup field and populate the Painting Costs Currency field with that value. I have been searching and search and not able to find anything to
Updating value from one custom module to another
Hi, I have 2 modules : Offre GC (tab) called Custommodule1 (name) and API : Name Offer Société (tab) called Accounts (name) and API : Name Accounts I have a field called "Gardiennage" (and many others, but we will start with one and I will duplicate ;-)), and I would like to update this field on my "Sociétés" module when field is updated on "Offre GC". I've tried to use and adapt this code but it isn't working : ARGUMENT CustommoduleId = ID Offre GC CODE CustommoduleDetails = zoho.crm.getRecordById("Offer",CustommoduleId.toLong());
Updating value from one custom module to another
Hi, I have 2 modules : Offre GC (tab) called Custommodule1 (name) and API : Name Offer Société (tab) called Accounts (name) and API : Name Accounts I have a field called "Gardiennage" (and many others, but we will start with one and I will duplicate ;-)), and I would like to update this field on my "Sociétés" module when field is updated on "Offre GC". I've tried to use and adapt this code but it isn't working : ARGUMENT CustommoduleId = ID Offre GC CODE CustommoduleDetails = zoho.crm.getRecordById("Offer",CustommoduleId.toLong());
Custom Button - Update Quote as "fermé" (Closed)
Greetings, I try to create a Custom Button to update the field "Statut du Devis" (status of the quote) mp = Map(); mp.put("Statut du Devis","Perdus fermés"); update = zoho.crm.updateRecord("Quotes",quoteID.toLong(),mp); info mp; info update; return "Success" + quoteID.toLong(); The function pass but nothing happen. "Statut du Devis" remain the same. What should I do ? Thanks.
Is there a way to auto-populate a field based on the first word in another field?
I am trying to figure out if there is a way to do a massive auto-populate of a field titled "GUARDIAN ONE FIRST NAME" based on the first word in the field, "GUARDIAN ONE NAME". Is there a way to do this?
Module to Module Function
Hello, I'm trying to create a function for when a custom module record is created (CustomModule 12 or Time Card). When we create the custom module I'd like a Single Line field to update with the content of a field from another custom module (CustomModule1 or Project). Is this possible? Here's what I have so far: TimeCardsinfo = zoho.crm.v1.getRecordById("CustomModule12",TimeCardsID.toLong()); mp = Map(); mp.put("Project Stage",projectinfo.get("Project Stage")); update = zoho.crm.v1.updateRecord("Timecards",
How to searchRecords using ID-based criteria
It seems that the zoho.crm.searchRecords method does not support filtering records by ID-based columns. It works fine on text columns. I created a simple module that has a Lookup field connecting it to an Account. I also created a text field that copies the Account name into the custom module in a workflow (for testing purposes). This works using the text field: devices = zoho.crm.searchRecords("CustomModule2", "(Account|=|Fake Account Name)"); This does not work: devices = zoho.crm.searchRecords("CustomModule2",
Auto Updating Quote Price in Potential from Grand Total in Quote
I have tried a few times to create a custom field in the Potentials object that reads the Grand Total from a Quote or Sales Order. Unfortunately, I have not been able to get this to work
Merge Fields into Zoho sheets template?
Hello, I'm currently assessing Zoho CRM for my company as we're thinking of switching CRM systems. One thing that's a potential road-block is the quoting functionality, which doesn't quite give the functions that we would require (we regularly need to break quotes down into phases with different headers which I'm unable to do with Zoho's auto templates) We currently use a merge into excel templates for our quotes and I'm trying to figure out if I can replicate this using Zoho sheets and custom functions
Function example based upon API2.0
When a script was made by making reference to the custom function example indicated on a manual, an error message of the effect which isn't based upon API2.0 was indicated. Please tell me function example based upon API2.0. <<Uniform Resource Locator and the item of the man page to which I referred>> https://www.zoho.com/crm/help/automation/custom-function-examples.html Calculation of Taxes in Product Line items. Thank you.
Quote model : Update description with modification into product.quote
Greetings. I've created a model for quote. This model currently read Product.Description. When a saler create a new quote, he select different products. He may change the description of the product, within the quote, in order to match customer need. When i Print the quote, my model show the initial description which was on the product, instead of the new description of the product, modified by the saler. What can I do, for the PDF to be updated ? Thanks, Claire
Custom Button to convert module A information to module b fields
Hello, We have renamed our "contacts" and "accounts" modules. For the ease of explanation, let's say contacts is now "moduleA" and accounts is "moduleB". I want to map certain fields (First Name, Last Name, Lead Status, Contact Number, etc) from moduleA to moduleB using a custom "convert" button that applies a "custom funciton". NOTE: moduleAId is a parameter of the function chosen from the list as: moduleA id I have the following code: moduleAIdLong = moduleAId.toLong(); rec = zoho.crm.getRecordById("moduleA",contactedIdLong);
Script to populate lookup field to custom module record back the lead it was based off
Hello, I have the below code which currently creates a new record in a custom module when a new lead is created. This works great, however I cannot get the record to link back to the lead. void Create_building_from_name(String Address1,Int inhabitant_id,String lead_name,String Address2,String Address3,String Postcode,String City) // Inhabitant_ID is the lead ID and and lead_name is Last Name inhabitant_record = zoho.crm.getRecordById("Leads",inhabitant_id); info inhabitant_record; inhabitantFirstName
Diference between two dates depending on which one is bigger
Hello, I'm Trying to create a formula field that calculates the diference in days between 2 dates, i have the closing date, the created time and the now() i want to do now()-created time if the now< closing date and closing date-created time other wise so far i have this formula If( Datecomp(${Opportunities.Closing Date},Now())>0, Datecomp(now(),${Opportunities.Created Time})/1440, Datecomp(${Opportunities.Closing Date},${Opportunities.Created Time})/1440 ) but it says "You used the wrong type of
Exp function for formula fields
I'm running into a bit of a limitation with Zoho formula field functionality. I need to use the exp() function to calculate the value of one of the custom formula fields, but even though the zoho creator documentation lists it as an allowed function, it's nowhere to be found in the default numeric functions accessible for formula fields (see here: https://www.zoho.com/crm/help/customization/create-formula-fields.html#Create_Numeric_Formula_Field ) and the system gives me an error when i try to
How to get Account Owner from Accounts Module
Hi, In Contacts Module i added a custom field "AccOwner", I need a function to fill the field automatically when the "Account Name" is filled or changed. The following code cannot get the value of "Account Owner", criteria = "(Account Name:equals:" + acctName + ")"; account = zoho.crm.searchRecords("Accounts",criteria); owner = account.get("Account Owner"); mp = Map(); mp.put("AccOwner",owner); update = zoho.crm.update("Contacts",contId,mp); info mp; info update;
Day of Week formula not working
So I want to set up an e-mail template in which I invite someone to a call 2 days from now. So, let's say it's Monday today, I want to make the e-mail say 'Let's have a call on Wednesday'. To do this I've created a formula that has no syntax errors, called 'Day of Meeting', with formula return type set as string. However, it leaves a blank space in my emails. The formula: If(Weekday(Adddate(Now(),2,'DAY'))==1,'Monday',(If(Weekday(Adddate(Now(),2,'DAY'))==2,'Monday',(If(Weekday(Adddate(Now(),2,'DAY'))==3,'Tuesday',(If(Weekday(Adddate(Now(),2,'DAY'))==4,'Wednesday',(If(Weekday(Adddate(Now(),2,'DAY'))==5,'Thursday',(If(Weekday(Adddate(Now(),2,'DAY'))==6,'Friday',(If(Weekday(Adddate(Now(),2,'DAY'))==7,'Monday','No
Cross-Module Integration and Pre-Population
Hi, I'm hoping someone can help me solve a problem I am struggling with. We have three different modules that all link together in our CRM. They are as follows: Products - where we store details of all the different products we provide Accounts - where we store details relating to our customers/accounts Agreements (custom module) - where we store information relating to our customer agreements and renewals The accounts module is our main, central node, that connects with the modules listed above
Deluge Count Total Records
Hi All, Just wanted to share some code I created this morning that counts the total # of records in any module using Zoho Connections and API V2. All you have to do is create a connection to your CRM by clicking on the settings tab then click on "Connections" under Developer Space. Create your Zoho OAuth connection and copy your InvokeUrl code. Hopefully Zoho can implement something better but for now this works for me and you can expand on it. max = collection("1","2","3","4","5","6"); page = 0;
How do I link fields from different sections?
I understand that some sections are related to each other and you can link between fields without any problems. However, some sections are not related. For instance, if I have a company address field in the customers section, I can't transfer this field to invoices section since an invoice has already contain a different field for that. You can't map those two whatsoever. I am sure there is a solution for this but I can't seem to find it. So can someone please assist me ?
Custom function in button in Custom Module
So I wanted to create a button in my Custom Module that created a new Potential and then updated a field in the corresponding Account. This is my code: String Untitled_Function8(string customId,string email,string conta_associada,string contacto_associado,string nome_saa,string accountid) cMap = Map(); cMap.put("Contact Name",contacto_associado); cMap.put("Account Name",conta_associada); cMap.put("Email",email); cMap.put("Stage","Advise"); cMap.put("Potential Name",nome_saa); create = zoho.crm.v1.create("Potentials",cMap);
Auto-Create Deal based on Lookup Value
Is there a custom function that I can create that auto-generates a Potential Record (with specific Layout) based on a lookup field of an existing Potential Record?
Dynamically show fields
Hello! I am using ZOHO CRM. I wonder if there is any possibility to conditionally show\hide fields based on previously selected option from lookup. Structure: every Product has a brand, and every Brand has a Line. I need to dynamically change a Line lookup into the Product, based on previously selected Brand. I've tried to create a layout rule, but it doesn't fit my needs, because it is based only on a pick list, which doesn't allow to include additional information like country or discount Products
Workflow Schedule Workarounds for Zoho Professional Edition
I am trying to figure out if anyone has found a good workaround for trying to schedule workflows in Zoho Professional Edition. I want to create a workflow that updates a CRM field based on some simple criteria for any lead that that has been created in the past couple of hours. A standard workflow cannot be used in this situation because the field that the CRM is updating references a data set that is not immediately updated once the lead is edited or created. We need to create a time lag in between
Lead Stolen
Is there anyway to notify the lead owner when a lead is changed/stolen? I have it set so the Lead creator is notified but that is causing some issues as most of the time it is just admin. I want the lead owner to know when someone goes in that lead's profile and change the owner to themselves. Example: Lead Owner: A B changes lead owner to B from A A is sent an email saying 'your lead has been stolen by B' B is sent an email saying 'you are now the owner of...'
SendMail Signatures
Is there anyway to easily attach zoho.loginuser's signature to a SendMail function? On a similar topic, is there any way to get the Current User's actual name (not zoho.loginuser) into some sort of plain text? Right now I am using a slew of IF statements to assign real names based on zoho ID's.
Continuously Updating Export?
Is there a way to export my data such that the export will continue to update when ever a new form response is added? On Google forms, whenever someone fills out my form, it automatically exports that new data onto my related google sheet so that it is continuously updating. Is anything like that possible with Zoho?? Zoho is great for collecting data, but I would like to be able to manipulate the data in spreadsheet form as it comes in. TIA!
Zoho CRM automatic SMS
Hello, How to send automatic SMS message to the newly added "client" ? I'm using Zoho CRM "standard user" with Twillio extension and I need to automatically notify my customer that his record has added to our system without manually clicking "send bulkSMS". please help.
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