Very basic workflow keeps returning an INTERNAL SERVER ERROR
I'm trying to create a very simple workflow that creates a task to return missed calls. For some reason, the following line // callId is an input argument of type INT mp.put("What_Id",callId); causes the workflow to return the following error {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} If I comment out that line then it works, however it doesn't add the missed call in the Related To field. Zoho online support has been unhelpful as usual so I'm hoping
Zoho and Apple Mail Integration - Updated 2015
Any developments on integrating Zoho CRM with Apple mail for small multi-user businesses?
Many to many contact relationships
Hi there I am trying to create the following in Zoho CRM: - Doctors can have multiple team members - and both contact types can be invited to an event I have triedapproachesoches: 1. doctors as the default contact module, with a custom module for team members - this issue with this is that I cannot invite custom module team members to events 2. I then tried adding all the doctors and team members as default contact module entries with a new field for contact type (doctor, team lead, etc) - but I
How to have sum of amout of all order by customer
Hello here ! I search to have amount of all orders by each customer in tab customer. Is it possible and how ? Amount of each order is in tab order and in tab customer we have id order attached But how sum all amount of orders of customer selected ? Best
Pre-Populate Field based on Dropdown Selection
Hello all, I am new to Zoho, and I am currently trying to perform a simple task, but I can't figure it out how... I hope you can help me
Create a Product/Cases in a Potential
Hi, I need to know if it is possible, With some function it could be done that when a potential is generated, XX products are automatically added to it? or but instead of using products, I could use cases u other solution. I have a company where to each potential that I create, I have to add 10 items that are always the same and that have three fields: start date, end date and status (selection list -> Started and finished) Is it possible to automate this option?
Create function to delete a contact
Hello, We are receiving many spam contacts via website forms integrated with ZOHO CRM. Therefore we want to create a workflow that based in some conditions, the contact is automatically deleted. I have set up a workflow rule with some conditions, but I need the code for the function to automatically remove the contact. Thanks for your help. Best regards,
formula problems calculating days between two date fields
Hello, I am having issues calculating days between two custom date fields. SQL and MQL are date fields I created in the Account module. MQL is filled in first, and after a few weeks SQL date is filled. I'm trying to create a formula field that calculates the days in between. With these formulas, I keep running into problems. With this formula, I get a Syntax Error ((${Accounts.SQL}-${Accounts.MQL})/(1000*60*60*24)) With this formula, I don't get an error, but at the account, when I fill the dates
Nested IF functions in formula field not working
Hi. I'm trying to make a 'Most Recent Note' field based on a sequence of 'Notes' fields that we'll fill out on a Lead to keep track of activity. I thought I could accomplish this by doing some nested IF functions that checks if the last Notes field is empty, then checks the second to last, and so forth until it finds a field that isn't empty. Once it finds a field that isn't empty it will display the value of that field. Thus it will always show the most recent notes because people will fill them
Email Filter > Custom Function > Update CRM Record? Possible?
I want to update a CRM record based on a specific match of text in the content of an email. For example, a client signs an Adobe eSign contract, a few certain keyword inside the email trigger a record update. Possible? Any insight or direction I can take to make this happen?
Need to send a notification with custom functions to an assigned email.
So we have created a custom form which assigns a project to each department in the office, I have a field for "Responsible User" which allows a drop down of different employee email addresses. I am attempting to create a custom function which will send an email notification to the "Responsible User" when a task is assigned to them. What would my function look like for this?
Notes - Shared to Customer (Cases)
Hi Team Does anyone know the code or syntax to set the "Shared To Customer" on the notes record on the case entity Zoho Support has not yet responsed
Assigning a call after a task
Im trying to set up a workflow rule that automatically assigns a follow up call after a task is completed. I seem to be able to assign a call after a call or a task after a task, but I cant find a way to do task and then call as a rule. Basically, I am trying to put an automatic follow up call a week after a letter is mailed to a prospect.
Update a related list with custom function.
Hi, we are triying to update a related list inside a Lead using a custom function. When a lead is created or edited, a rule is triggered which executes the custom function. This function takes two arguments: the lead ID and the value inside a field called "titulacion". Titulacion has the same value as the product we want to relate. The code is the following: criteria = "(Product_Name:equals:"+titulacion+")"; producto = zoho.crm.searchRecords("Products", criteria); producto = producto.get(0); productoID
"Approval process" that runs with items updated with custom function triggered Question about malfunction that does not work
こんにちは。 受注書タブのカスタムボタンをクリックすると、受注書の所定項目にチェックをつけるカスタム関数を作成しています。 また、この所定項目にチェックがついたことをトリガとして承認フローが稼働するようにカスタマイズしています。 このｶｽﾀﾏｲｽﾞが、9月28日 15:03から稼働しなくなっています。 上記所定項目を手動でチェックした場合承認フローは稼働します。 原因と対策をご教示ください。
Mapping 2nd address line from account to contact
I have a 2nd address line in account and contact. When I enter in a new company and fill out the address (including the added 2nd address line), it does not map over when I create a new contact for the company. How do I map the 2nd address line to reflect the information for the contact. Thanks
Update LinkedModule records when parent field is updated
Hi all, I am trying to automate some things using functions, but am getting stuck and am somewhat unsure why. I hope you can help me out. Case: As a music publishing company, we register songs and how all royalties should divided among the writers. I have created a custom module for Song titles and placed a multi-select lookup to the Contact module containing our writers. As a result, a linked module is created in which we note down the writers share (among other things). Oftentimes this share is
Formula Field with Pick list Fields
Hi, I am trying to create a formula field for the following: I have a few Pick list fields and each of those fields will be either "Yes"or "No". So when a field is "Yes" I want to be able to add 0.5 in the formula field so if I have 5 Pick list fields marked with "Yes" it should calculate to 2.5. Thanks for your help.
how to connect crm to wordpress to Contact Form 7: Zoho Leads integration
hi to all users of zoho let me know how to connect to crm to wordress i try to research and how to connect wordpress to crm i use plugin of the Contact Form 7: Zoho Leads integration t
Is it possible to instantly see the result of the execution of a custom function in a module ?
Hello, If I have a custom function that is executed when a module field is changed/modified, is it possible to instantly see the result of the action of the function onto the fields and not after reloading the module page? Thanks for your help! Best
deluge method "zoho.crm.updateRecord()" not found
so, i've been following the deluge dev docs pretty closely for my own sake while writing custom functions in zoho crm. however, i've come across a conflicting dev doc that has be stumped. the dev docs (web page) clearly calls out the new v2 of "update record" method as zoho.crm.updateRecord() but when i implement that in my custom functions, i continually get an error from deluge saying that updateRecord() is not a valid method. what's going on here? are the dev docs out of date or is my instance
Need help creating an Event in future from Deal Date Field
Hello All, I need to create an event from a date field in a deal. Example: Deal Field: Oct 25, 2018 Event to start: 2 days Event to end: 2 days + 2 hours Any help is appreciated.
Whats the difference between subText and mid?
subText and mid seem to do the same thing. Can anyone explain the difference between these two, please?
Deluge function statement limit (nested functions)
Hi, I need to write a deluge custom function that takes the records from one module (around 10,000), process them one by one and then insert them in another module (api v2). If I'd do it in one function it looks like I'd immediately hit the 5,000 statements limit but what will happen if I: - start a loop in the main function - get the records 100 per time (the maximum is 200 but the insert has a limit of 100 so using the same size is simpler); I will fetch only the relevant fields from a view - send
Zoho will not allow me to choose the "Decimal" Return Field Type in my formula.
Here's the formula I'm trying to build. Abs((${Clients/Owners.Initial Job Size}+${Clients/Owners.Upsell}+${Clients/Owners.Upsell 2})-(${Clients/Owners.Sales/Consulting Pay}+${Clients/Owners.Original Crew Pay}+${Clients/Owners.Crew Pay Increase 1}+${Clients/Owners.Crew Pay Increase 2}+${Clients/Owners.Materials Purchase 1}+${Clients/Owners.Materials Purchase 2}+${Clients/Owners.Materials Purchase 3}+${Clients/Owners.Materials Purchase 4})) I can't save the darn thing because it keeps telling me to
Calling a custom function by another function
Hi, is it possible to call a function by another function? For example i have two created customs functions: void function1(ID) { info iD; } void function2 { iD = 1; funtion2(ID); } Currently i have got a error message that there is no funtion 1.
Custom Function to Create a Contact
I'm trying to set up a button to create a new contact from a custom module. I found this code on a Zoho help page (https://www.zoho.com/crm/help/automation/custom-function-examples.html). I made a few modifications to it based on our fields. CustomModuleDetails = zoho.crm.getRecordById("CustomModule15", input.customId.tolong()); ContactMap = map(); ContactMap.put("Last Name", ifnull(CustomModuleDetails.get("Contact Name"),"")); ContactMap.put("Email", ifnull(CustomModuleDetails.get("Email"),""));
How to extract data from another custom module to include them automatically in the Accounts module
Hi, We are an IT services company that sells software licenses of various brands. We have within the Opportunities Module, personalized fields that are loaded in each Opportunity the number of software licenses that our clients renew or buy. We need to know how to visulize the number of licenses per brand that a customer has accessing the Accounts Module. From what I have seen it is necessary to create personified functions. How is it possible to do this?
Problem with create function
Writing a custom function and I'm trying to create a record in a custom module. Here is relevant code snippet: objectfields = Map(); objectfields.put("Agent",agentID); objectfields.put("Client",clientID); resp = zoho.crm.create("CustomModule1",objectfields); info resp; It's returning: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} But, obviously the module name isn't invalid. So what is the problem??
Message on new page after openurl?
I am using openurl to open a new record that the function creates. I have the function set to return a message at the end, but it's quickly displaying the message on the first page then it opens the new url. Is there a way to have a message on the new page from the openurl?
How to invoke a custom function inside a custom function?
Hello! Could you pls tell me, how can I create a functional style of the application inside the business? I do not want to repeat the same code every time. I want to create my own function and use it in my other functions. How can I call it? zoho.crm.myfunction - don't working ( Mb I can use creator for this?
Not able to find 'getPrefix' function
Hi, I'm just trying to get a first name from a full name in CRM, but when I save the function, there's an error. My function is: full = input.fullname; full.getPrefix(" "); input.firstname = full; I'm on API V1, do I need V2? Can I achieve this any other way? (the format is (firstname + " " + lastname) and the length of the string varies) Thanks in advance.
Automatically resend email if not answered
Hi Is there a way in zoho to resend email to contacts that do not complete an action in the email. I am sending out email to contact with link for them to fill out a webform, many contact either forget to complete the form and never get around to doing it. I need the ability to create workflow or rule that would automatically resend them the email if they do not take take in the form. Is there a function whithin zoho for this? Thanks
searchRecordsByPDC sort order
Hello, Is it possible to specify a sort order for _searchRecordsByPDC? I'm using the following: related_quotes = zoho.crm._searchRecordsByPDC("CustomModule1","Potential Name_ID",potential_id_str,1,200); Alternatively, is it possible to sort "related_quotes" based on a specific column value i.e. quote_number? Thanks
Sendmail Owner Signature
Hello, When using Sendmail via a custom script I would like to be able to: - send the email as the potential owner - include the Signature of the potential owner Any help would be much appreciated? Thanks
Using IF Function in Formula Field
Trying to return something other than the 1 (true) or 0 (false). Seems simple enough but I am stumped. If(${Contacts.Sales YTD}>75000,'Gold',(If(${Contacts.Sales YTD}>55000,'Silver',(If(${Contacts.Sales YTD}>35000,'Bronze','Not Rated')))))
I'm looking fr new CRM system
Hi! At this moment we at https://vervo.lv/lv/ are looking for new CRM system. Our services can be described in three words: easy, safe, beneficial. Our services include everything you need to transport your cargo safely and reliably from point A to point B regardless of the amount of cargo or its destination. Do ZOHO CRM can be modified for logistics companys?
searchRecords with multiple criteria is returning the search made using
the last criteria only (API 2.0)
Doing resp = zoho.crm.searchRecords("Leads", "(Last_Name:equals:Hawkins) and (Last_Name:starts_with:Pat)"); returns records for the search using ONLY the last criteria as if doing: resp = zoho.crm.searchRecords("Leads", "(Last_Name:starts_with:Pat)"); testing with other modules (Accounts and Potentials) and multiple fields (string, checkbox, numbers, dropbox) with the same results. It can be replicated by searching using the 1st criteria, then with the 2nd and then with both, the results are always
#Zoho CRM - Insert and Fetch the details from MultiSelect Lookup field
Hi, I am using multiselect lookup field for adding list of contacts to my lead module record. I am struck with updating the multiselect lookup field , as it is working when I do it manually. Actually what am I need is to insert the records through custom functions. Let me know , if there is any possibility for solving this problem. Thank You!
Count the number of check-ins
Hello all, Is it possible to add a custom field to the customer record that automaticly counts all check-ins? For example: Customer/Company A has to be visitied by our sales-reps 6 times every year. If there have been three check-ins this is automaticly noted in Zoho CRM. Hope you are able to help me out. Regards, Sjoerd Koehorst
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