Choose mass email contacts
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Creating Promotions and bonus point systems in Zoho CRM
Hello, Looking for ways to create promotion rules and bonus points systems in Zoho CRM, with the processing of the flows to be done within Zoho, to be integrated with the POS system. Would anyone recommend the best practices of doing it? Thanks, Mykola
If on If in Zoho CRM
Hello everyone. I wonder how to do if on if condition. Since I got it formula error all the time, I assume it doesnt support if on if. Let says I have field, number A and decimal B. I would like to do the following formula field If(A>0, A*5 ,if(B>0, A*B, 0)) Can I do that?
Auto update a field upon new record creation
Hello! Another newbie question...I need to do the following upon the save a newly created Account record: 1. Read a value from a field in a custom module in Zoho CRM 2. Do a calculation based on the value read. 3. Update a field in the newly created record upon saving the record. 4. Update a value in a field in a custom module in Zoho CRM. Can I do this with a function? If so, can you give me a hint or point me to an example/documentation? Thanks!
How do I use a custom function (CRM) to automatically copy custom data from Account to Sales Order?
I'm trying to copy data from custom fields in an Account to a new Sales Order when a new Order is initiated (before Saved or Created). I've tried using a custom function but it appears that it will only run when the order is Saved (Created) or Edited. Zoho is obviously able to do this with fields that are fixed. Is there a way to do it with custom fields? Thanks in advance.
Can't remove/add fields in Contacts
After I have added/removed fields from Contacts and save it, all returns to default again. There are many fields within the default template, we do not need + there are fields missing that we do need. How can we edit them to our liking and keep the changes without it ignoring the changes after save?
SearchRecordsByPDC does not return all of the records in my custom function
I added a button to the Accounts page to update the Sales Amount Total but it only works if there are 20 or fewer Deals(Potentials). Here's some example code. string TotalSalesbyAccount (string AccountId ) accountID1=(input.AccountId).toString(); resp = zoho.crm.searchRecordsByPDC("Potentials",("accountid"),accountID1); info resp; output=0; for each rec in resp { output=(output + 1); } return " " + output; When I execute the above code with an Account that has well over 100
Using custom buttons to log activity
I'm trying to create a faster way for reps to log remedial tasks like Left Voicemail, No Answer, No Voicemail, Send Canned Email (without using the send email button, choosing template) etc. Thought was to use a custom button at the top of a lead view that would, in 1 click, log a task, mark as completed, change lead status, and move to next record. Has anyone see this type of integration done in Zoho? I've had it done in SFDC before to improve efficiency. Appreciate the help/guidance.
How to do an automation to notify my vendors in a certain date
Hi, i have a custom date field. I want to trigger an automation when the date in that field matches the current date. How can I do that? Could it be that my version of CRM does not allow this?
How to create an input field based on another filed input?
Hi there, I have this custom field named 'Job Type' which has 2 options: Edicion, Proyecto. What I need is if you choose 'Edicion' then another field appears to be filled: 'Number of slides' field, but if you choose 'Proyecto', 'Number of slides' doesn't appear. I was trying with custom formulas but with no success, any ideas? Thanks!
Duplicatiing/Creating modules
Can I create my own "Prospect" module that has a convert button to convert a "Prospect" to a "Lead"? Also, can I create some stage-probability mapping in the "Leads" and new "Prospects" module?
How do I create nested dropdown lists?
I am customizing our CRM to support out company and we have leads that will come in from various industries, and sub groups of that industry, and sub groups of the subgroup. For instance, Industry is Education, but then I need/want to know what grades the school has, and then if that school is private, public or charter. So, how do I get the Layout to offer the user the ability to pic Industry1 in first picklist, and that choice triggers a 2nd picklist (industry2) and the choice they make in 2nd
My account is inactive
Hi Zoho, I have the same problem with my zoho email ID pvpvemas@gmail.com. I don't know why it's inactive when I use this email on a daily basis. Can you please help me on this? I have encountered this 1 times and with the same problem. I hope my account will be Activated.. Looking forward for your reply!
Picklist not available
I have a standard user account. I cannot find the change picklist values. Click Setup > Customization > Field. I only have : CUSTOMIZATION Modules Templates Copy Customization In Modules ther is no possibility to change the picklist values
QUESTION CUSTOM FUNCTIONS
HI, i have a question, ¿Is it possible to get the last record under the get related record method? fin = zoho.crm.getRelatedRecords("Events","Contacts",ID.toString(),1,200); for each ele in fin { user=ele.get("Event Owner"); idx=(ele.get("ACTIVITYID")).toLong(); sd=ele.get("Start DateTime"); resp4 = zoho.crm.getRecordById("Events",idx); info resp4; info sd; info user; } A contact has multiple events. I need to get the user that generated the last event to a contact Thank you, bye and regards.
Updating contact phone numbers from accounts
I am trying to build a custom function which will inherit the phone number for a contact from the account. I have copied the following script but get errors. Can anyone explain where I'm going wrong? void workflowspace.UpdateContatPhone(int contactId,string Phone) { contactIdStr=input.contactId.toString(); mp=map(); mp.put("Phone",input.Phone); updateresponse = zoho.crm.updateRecord(("Contacts"),contactIdStr,mp); }
Clear Lookup field in Zoho CRM using Custom Function/Deluge
Hi there, Can you please advise how I can clear a Lookup Field in Zoho CRM using a Custom Function/Deluge? I've tried the following without any luck (in this example, I'm trying to clear the "Account" field of a Contact record): zoho.crm.updateRecord("Contacts",input.contactID.toString(),{ ("Account_ID") : null, ("Account") : null }); zoho.crm.updateRecord("Contacts",input.contactID.toString(),{ ("Account_ID") : 0, ("Account") : 0 }); zoho.crm.updateRecord("Contacts",input.contactID.toString(),{
Check field checkbox based on update of another field.
In my budget layout I have a checklist field and several checkbox fields indicating the stage of my budget (like a timeline). I need a code that when changing the field of list and save, the system marks the respective field (checkbox). I tried something with this code but without result: acctDetails = zoho.crm.getRecordById("Quotes",input.acctId); acctId2=input.acctId.toString(); mp=map(); if(input.produto == "Julgamento TRT RO") { mp.put("Julgamento TRT RO",true); Resp = zoho.crm.updateRecord("Quotes",acctDetails,mp);
Map Dependency function is not available for records generated via import, webforms, Quick Create/Lookup Create and APIs."
Have you guys wrote any code to override this Zoho CRM condition?: "Map Dependency function is not available for records generated via import, webforms, Quick Create/Lookup Create and APIs." We use Unbounce webforms API (wfTrigger=true) so, whenever a new record is created manually on Zoho CRM, "lead source" field updates another 4 fields according to map dependency rules previously created, however this doesn't happens if we create the record via this API. If we can mention it here: we can pay for
Monthly / Annual income from a "Service" Product
We sell a large list of physical products with item numbers. We also sell our maintenance and service as a monthly reoccurring item. How can I add a monthly service to the products section?
Custom Function to add product related to Potential Module - Update
Hi all, I am setting up a few custom modules, I have been able to do everything I need to, however what I am having trouble with is when a Potential is updated (A custom Pick list field) it should then add the product from the product module to the related item in potentials... Any ideas?
Creating a data table for lookup
Hello, I need some help. Just updated to ZoHo CRM Enterprise and have 2 accounts. One admin, and one sales. All 5 of my sales staff use the sales login. I want to be able to send them an email if a new call is added. Right now I have a drop down for the sales rep. I want to be able to populate a lookup field for the email based on the Sales Rep name. This is all on a customer module. I can't figure out how to make the data table mapping the Sales Rep to the correct email? Seems basic enough.
Adding custom details to an event
We hold an annual summer school, and this will be set up as an event each year in the CRM. We would like to add extra details like dietary requirements, future career aspirations etc. Could you please tell me how we go about adding extra details to an event (my user profile is the system administrator)
Put my site into crm
Hello there, first of all sorry for my english .. I want to put my website into crm tabs. I tried to do it via web tabs but crm doesnt display site. I dont know how to solve it.Any help? Thank u very much!
Customization by design and product
I have a problem, have one of the products that I accept, I need to list 5 steps to get it delivered. And you need to report which customers and which step you are on. Example: 3 clients in step 1, 4 in step 3 and so on. But I do not need for all the products or projects I sell, only for 1. You can create a potential field that is enabled only if it is for project Z, for example.
Delete contact record when the email address is categorised as ''bounced'' in Zoho Campaign
Hi, I want to create a custom function where when a contact's emails categorised as ''bounce'' with Zoho Campaign to simply erase the contact record. The reason why we need to do this is because, in our industry, the turnover is very high, people are working into a company sometimes for less than 6 months. When we have a contact with an email address, we assume they still work there. By erasing the records, if the email bounced, ensure we only keep the right contacts in our CRM. How could we do that?
GPS AND GEOLOCATION
Hola, somos usuario de este CRM y estamos muy interesados en que la aplicación deje añadir localizaciones GPS, para las oportunidades y para las actividades con el fin de, ubicar en un mapa todas las oportunidade y actividades de cada agente. Sabes si esto es posible o si tardarán mucho en implementarlos, sé que otros CRM ya lo tienen pero no queremos migrar de CRM
Attach document and send email. Automation.
Hello friends. I need to attach a document to a record and that it is automatically sent by email using one of my templates. Is this possible? PVU
Map a field from custom module to Products module with specific layout
How do I make a field (column) appear from Custom Module 3 in Products where Layout is “car rental”. CustomModule3 represents vehicle details (vehicle name, number of seats, type etc.). I need to be able to show some of that information (number of seats, vehicle type) under Products with ‘Car Rent’ layout. I’ve read around the forums and it seems I cannot simply “add” columns from CustomModule3 to Products (which is really strange since they are related). It seems that the only solution is to create
zoho.crm.getrelatedrecords error "4401"
Hi! how are you? I have custommodule6 and there is a Related List to custommodule1 Im trying to get related records but it returns error. {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} void Untitled_Function34 (int bk) getRelatedRecods = zoho.crm.getrelatedrecords("custommodule6","custommodule1",bk.toString(),1,200); info getRelatedRecods; PVU
Customer Lead Conversion - Re-Assigning Emails From Leads
Due to our complicated sales process, I'm developing a custom function to perform do Lead Conversions. It creates multiple Accounts, Contacts and one Potential. During this process, I had to figure out how to re-assign the Tasks, Calls and Events to the Potential. I'm having trouble re-assigning the 'Emails' section of the Lead to the Potential. So, for the Tasks, Calls and Events, I've use: zoho.crm.getRelatedRecords function. It returns a set of ACTIVITYID's, when then I'm updating the SEID
Create a custom function that stops workflow actions
Hi, I have set up a workflow and it's working great, however I'd like to stop it if a certain date/time has been reached. We have an event, however if people are late registering then they will miss out on a certain time-based offer and I'd like to stop the trigger that sends out a certain email. I was thinking if it was within an if statement like: if(zoho.currenttime > '17-Jul-2017 12:00' ) { //SOMEHOW STOP THE CURRENT WORKFLOW } Is this possible? Regards, Stephanie
Adding Billable Staff as Products
Hello, I run a company whereby my staff, who I bill out per hour, are my products. Much like a consultancy or law firm. I need to add these staff in as products so that I can create quote for my potential customers. The interface is not very friendly towards people adding hourly-rates and appears to be more geared towards physical inventory. Does anyone have any tips for adding billable staff as products in the CRM?
Workflow rule works when tested but does not when automated
Hi..I just created a basic workflow rule for every new lead in the CRM fetched from our website's contact us page. The contacts are getting fetched all right but the workflow is not getting triggered for them! Any idea why this is happening?
Web to Lead not Triggering Workflow Automations
I have a few forms on my website that I set up as web to lead forms manually (I did not use the website integration tools). All are working fine. This morning, I set up a workflow rule that if a lead comes in with certain criteria in a field, it automatically sends an email and updates the lead status. It is not doing either if the lead comes from my website, but if I manually enter the lead with the exact same information, it is working fine. It is set to execute on create. Is there a reason that
Add Custom Field Label and Value into Email Template
Hi all, someone can help me to solve this problem? I'm starting a new Campaign and I need to insert some Custom Field's Value into template email. See attachments please
Creating a list from string
Is it possible with Deluge to create a List:String() from a string like "a,b,c,d", breaking it down into 4 elements "a", "b", "c", "d"? Thanks Oliver
Zoho Automation : Potentials and Accounts with date field
Hi all, Here is the situation: In Potentials, I have a date field ''CLG - Activation Date''. In Accounts, I have a checkbox ''Active CLG Customer'', a date field ''CLG - Activation Date'' and a date field ''CLG - Deactivation Date''. What I want (I'm guessing I'll need a custom function) : 1) When my account manager creates a new Deal, ''WIN'' and there is a ''CLG - Activation Date'', I want the same named field in Account (CLG - Activation Date) to be updated and the checkbox checked (Active CLG
Obtain an ID from a Custom Lookup Field (rather than Object Name)
Hello, I have a custom lookup field on Accounts (a_contactlookupfield) that allows users to select a Contact (doesn't have to belong to the Account). I am trying to write a function that sets a field on the Contact "Key Strategic Contact" to "true" if it has been selected in the contact lookup field on an Account. When I test my function in the creator (passing a_field1 as a Contact Id (e.g 123456000001234567) - it updates the "Key Strategic Contact" field. When I attach it to a workflow (triggered
map lookup fields two modules
Hi everyone! I have 2 custom modules "Contenedores" and "incidencias", Both modules contain the field "Cliente" and it is a lookup to "Accounts" module. I have maped some fields with no problem from "contenedores" to "incidencias", but when I try to map the field "Cliente" (it is lookup fields) it doesnt work. Can you help me?? void Untitled_Function55 (int incidenciaID, string email, string refCliente, string Terminal, string Cliente ) respUpdate = zoho.crm.updateRecord("CustomModule4",input.incidenciaID.toString(),{
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