Fills in a Field value based on another Field (within the same module)
Hello, I'm using Webforms to populate my CRM. Customers choose their country from a drop-down list. Once it is in my CRM, I'd like to update a field named 'Region' based on the customer's country of origin. For example, all European countries should be in the Region 'Europe'. That's the first step. Then in some countries (Canada and USA), I also want the region to be based on the state. Any tips about where I should start? Thanks, Benoit
Custom related List
I am trying to create a custom related list for contacts on the accounts module. Instead of showing one contact list under the accounts module I would like to show two. One would be active contacts and the other inactive. I have a custom field on each contact which is checked if active and unchecked if they are not. Is there a way to create a custom related list based off the contacts module? Rough outline: Active Contacts Contact Name Phone Email State Joe Cool 888-888-8888 joe@email.com VA
Update unit price custom function
Can I update a Unit price in product based a on custom function calculation, I cant seem to update the field through a custom function.
Creating an IF formula field for a custom module based on a date field to return a text value
I have a customer module, and in it I have a start date and an end date. I want to create a custom field with a formula that says: If [End date] is today or less, then "Expired" else "Valid" I have tried a ton of times to get this to work but I feel like zoho doesn't like mixing dates with text returns?? eg: If(${Support Contracts.End Date}<=Now(),'Expired','Valid') I receive this message You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions
Function to get and update Price Book discounts
I have setup a price book in Zoho CRM with flat model and two discount levels in pricing details. There are some products associated with this price book. I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); info PriceBookData; How to read and write price book discounts using deluge script? And how to
Attachments disappear
Hi there, I am using Zoho CRM and the attachments that I upload randomly disappear now and then! This means that when I am out at a client meeting and want to show a proposal that is attached to the client... nothing is there. What can be the problem here? Kind regards Marije marije@agrirootz.com
Attachments disappear
Hi there, I am using Zoho CRM and the attachments that I upload randomly disappear now and then! This means that when I am out at a client meeting and want to show a proposal that is attached to the client... nothing is there. What can be the problem here? Kind regards Marije marije@agrirootz.com
Creation of Deals from quote module with same field values
Hi Guys, I have an issue in Zoho CRM. I created a button called create Deals in quote module, If i click that button it should take me to deals module with same field values on quote (Grand total of quote,client name,Enquiry name,valid until). it is possible through custom function. Can anyone give that code and ways to implement. Waiting for your response guys.hope will get a solution ASAP. While writing a custom function it shows you could not do any changes on deals module.
Using ToNumber in Formula Field
Trying to use Operators with a string converted to number using 'ToNumber' returns an empty string in the lead layout. ToNumber returns the number correctly but does not support any numeric operators. Is the understanding correct. ?
Mapping With Custom Function in Custom Module
Hello, I would like to map a field called 'Google Drive Link' in the 'Potentials' module with a field called 'Google Drive Link' in a custom module called 'SV' (Custom Module 9) on record creation in the 'SV' module. I know how to set up the workflow, but need help setting up a custom function. Thanks, Wilson
Populate a field based on the value on another field from a different module
I have 2 Custom Modules (1 and 4). I am trying to fetch "Customer Warranty Expires" field value of "Modules 1" to populate the same field value in "Modules 4" under "Products 01 - Warranty Expires". For this purpose, I am using the value entered by the user under text box "Products 01 - Warranty Expires" in "Modules 4" which is the unique value under "Modules 1" that is specified under "Device IMEI" field of "Modules 1". I used Lookup Feild for "Products 01 - Warranty Expires" and used the below
CRM needs to have a Modify Time feature in the Left pane under Filter Patients By
CRM needs to have a Modify Time feature on the Left pane under, Filter Patients By. There is an option to modify dates, that is ok, but we need to be able to modify time in that date, due to the amount of crms submitted during the course of the day. I would like to be specific on the modified time table, when the CRM was submitted after it was modified.
{"message":"The Customer field can neither be blank nor be incorrect. Please enter a correct customer.","code":3008}
My first time trying to create an estimate (through Books) from within CRM using a custom function and running into issues. I am receiving the following message when I hardcode the customer_id into the request: {"message":"The Customer field can neither be blank nor be incorrect. Please enter a correct customer.","code":3008} Here is the request line: newEst = zoho.invoice.create("Estimates",OrgID, {"customer_Id": "591106000000340027", "line_items": [ { "item_id": "591106000000376037", "name": "Something",
How to pull Name and address ( street,city,postal code) info from profile to custom module?
I would appreciate if someone can help me with creating the automation behind the procedure of pulling Profile info into another standard module ( from Contacts to accounts)
When sending mail, save the date in an automation field
Is it possible for my crm to update a date field in the contact record every time I send an email to this contact? The idea is to always have the last contact date by email with this client. So I can make a report with clients that we did not contact in the last month, for example.
Mailtemplate with attachment becomes plain text on mobile device so images are replaced by text
I created an emailtemplate, with our logo and social media buttons as clickable images. The template also has an attachment. When I send this template the mail looks good in outlook. But on my iPhone 6 it is shown as plain text, so the clickable logo and social media buttons are replaced by hyperlink-text. When I send the same template without the attachment the mail also looks good on my iphone. (How) can I send an emailtemplate with attachment that will not be shown as plain text on mobile devices?
updating record with zrm.zoho.getrecordbyid
Hi all, I'm making an script to catch some data from acount related with a Quote and update the Quote with this data, but I have an erro and I don't know how to fix it. Please, could you herlp me? Thanks in advance The script is: crmResp=zoho.crm.getRecordbyid("quotes",quoteid.tolong()); //respstr=crmResp.tostring(); if(input.dia = "-1") { diapago="Fecha factura"; } else { diapago=input.dia; } terms="Forma de pago: " + input.metodo + " " + input.dias + " dias, dias de pago " + diapago; crupt=zoho.crm.updateRecord("quotes",input.quoteid.tostring(),{input.terms:terms});
Help with Custom Functions Daily Limit
Hello all, I have written a function that will lookup city, state and county based off a zip code entry however I keep running into issues here. I contacted zoho support and they told me that there is no way for them to look up how much of the limit I have used however I noticed we have zoho enterprise edition and should have at least 200 calls. Below is the code I used and I counted the number of errors I had which is 106 records that didn't get updated. I checked the other 94 records and they weren't
Add compaigns list in the process of inserting/updating contact with API?
We have 2 entities: Compaign (Course) and Contact (Participant) Contact can have relation to many Compaigns, i need to know how i can insert multiple compaigns in the process of updating or inserting new Contact entity with ZOHO CRM API?
Search of notes results
I saw in a demo that the results of a search in notes only bring back the note title and context within the note, but not the client name or project name or company name. Is this customisable? (I'm not using any version yet, but interested in the free version)
Sync not working Zoho CRM plug-in with Outlook 2010
I have Outlook 2010 64 bits, I installed succesfully the Outlook plugin, the problem is that when I add the contacts folder and I try to sync with the CRM nothing happens, and when I try to synch again Outlook asks me to choose again the folder. Maybe the problem is some pre-requisite. Thx.
I need to mask part of account number in inventory template
Hi, I have an inventory template in my CRM that I send to clients, but the automatic invoice number created by Zoho is far too long for most of my clients payment systems and they always miss off end digits so hard to match up. I don't want to re start the numbering - can I just reduce the number in the template to show only the last 7 digits. Invoice: ${Invoices.Invoice Number} Can I Make a simple edit in the HTML editor to show just the last 7 numbers of the account number?
how do we add industries to the industry tab in Lead Creation
how do we add industries to the industry tab in Lead Creation
Feature Request: Clone Quote in Custom Function
I would love to have the ability to Clone a Quote or Work Order from within a custom function (Deluge) or button's custom function. My customer is asking for this so we can do scheduled automation.
formatting button to link survey to template
I would like to use a button in my crm email template to link to survey. The only way the survey link seems to work is as text and if I format the text in any way it loses the link. Is it possible to create a button and connect it to the survey?
custom functions
I need to customized quote in CRM,
quote format with Tax in printing
I need this format in Zoho CRM when the of printing.
Trouble with Modified By using a Custom Button
Hi, I'm using a custom button with a custom function that send some data from quotes to sales orders. The problem is that we have 5 users. If the user 1 executes the button, in the sales order it says that it has been modified by me (the super administrator, who has done the custom button). Is there any way to prevent this from happening and leaving as modified by the user who has executed the button? Regards,
Convert Sales Order to Invoice in custom function
I would like to convert a sales order to an invoice in a custom function. Is there a way to do this? Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible. I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...
Problems inviting users
I cannot invite users with the email address ending in xxx@t-systems.com.br Invitations to xxx@gmail.com or xxx@industria40.com.br are possible. The SPAM folder does not represent an invitation from Zoho. Any ideas? Regards, Matthias
CUSTOM FUNCTION - CUSTOM VIEW IN SALES ORDER
Hi I want to use a Custom Function to calculate the Sum of the Sales Orders with three criterias (Business Centre, Current month SO, and With another field selection). To do so, I am trying to do it getting the list of the sales orders under a Custom View I created and then sum them up.. But I am having some troubles getting there: sO= zoho.crm.getRecords('Inbound BKPI Function'); info sO; I tried with another Modules and did work, but with Sales Orders doesn´t. Is there any limitation with this
Autopoulate Field Based on Lookup Field
I created a custom module: Module : CustomModule5 API Name : CustomModule5 Displayed as : SIC Codes (Plural Form) SIC Code (Singular Form) It contains 2 fields that I care about: SIC Code Single Line SIC Name Single Line I'm trying to set this up in the Leads module so that I have a Lookup field for the SIC Code that is pulled from the above and then a second field (SIC Description) is auto-populated based on the corresponding descruption from the SIC Codes module. I know I need a custom function
Report - Individual Lead
I need to add a new button on teh lead pag to print a pdf report by including some of the information at the record level for that lead. I know how to add a button to a module, but I am not sure whether this can be achieved using a url (maybe Zoho Forms) or a custom function. In either case, how can I pass the values from the lead module? Thanks Shafeek
Zoho - Worklfow, custom function
Hi all, I have a workflow triggered when a potential is win. It copies (with a custom function) the Potential_closing_date into a custom field in account named ''last_closing_date''. This works fine, here is the custom function : acctIdStr=input.acctId.toString(); mp=map(); mp.put("Last closing date",input.closing_date); update = zoho.crm.updateRecord(("Accounts"),acctIdStr,mp); info mp; info update; I also built a custom function to recopie the ''last_closing_date'' field into all my contacts. Here
I would like to trigger two URL's via one click/button
We are looking to trigger two URL’s (one for the update of a CRM and the other is for the Phone system to be triggered-Click2Dial) via clicking one button. 1. The first link will update the contact record in our system with the correct Zoho Contact_ID 2, The second link will trigger a click to dial for that client record Is this possible?
Automaticly generated offerdocument based on the deal information
Is it possible to make a template for an offerdocument, and get some of the data directly filled out from the deal, and acount?
MAP CREATE TWO RECORDS
Dear, how are you? I have the following map working fine. creandoaFact=map(); creandoaFact.put("Contenedor",input.cont); creandoaFact.put("Booking",input.Booking); creandoaFact.put("Cliente",input.Cliente); creandoaFact.put("Ref Cliente",input.RefCliente); creandoaFact.put("Tipo","GATE-IN"); res = zoho.crm.create("CustomModule12",creandoaFact); I have a Number field too I need to create, using this map, the number of records equal to the number field. Is this possible? PVU
Pulling information from Accounts into Deals
Hi, We currently have it set up so that in our Deals we have an accounts name lookup. When this is filled out is it possible to pull information from the account look up to populate other boxes? Essentially in the Accounts we have a box for self bill, this is also shown on the Deals however currently has to be manually entered after adding the Accounts name. I want it so that when a user fills in an account name it auto populates the self bill box in Deals if the self bill box is ticked in Accounts.
Update fields by updating a selection list
I have a form with several fields (forming a timeline of my request) and a selection list field. I need a code so that when I change the selection list it updates one of the fields. Fields are checkbox I tried something with this code but without success: AcctDetails = zoho.crm.getRecordById ("Quotes", input.acctId); AcctId2 = input.acctId.toString (); Mp = map (); If (input.product == "Trial TRT RO") { Mp.put ("Trial TRT RO", true); Resp = zoho.crm.updateRecord ("Quotes", acctDetails, mp); } Thank
PUTURL is not available in zoho crm custom functions.
HI, I would like to know how to udpate an object in an external application using REST? I do not see PUT url similar to POST url. Please suggest on how to do this. Thanks Krishna
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