how do I update Contact information inside a Custom Function?
Currently, I have a created a Button that calls a Custom Function which passes the Contact Shipping Address information to an API for verification. This works fine: API is called, updateRecord is called to change the Contact, and Message Content popup displays a "verified" message on the Contact edit page. However, I want to change the address information on the actual Edit (or Create) page. How can I do this inside a Custom Function? Unfortunately, the parameters to the Custom Function are only
Custom function to create tasks and link them to potentials
Hello, I would like to create a Custom function, so I could run it under a Schedule. In the Custom Function, I would like to create new tasks and link them to the potentials that have the "Run Workflow" field set to TRUE. The tasks I'd like to create and link to the potentials with that value in the field would be as follows: Subject: Site Survey Due Date: Closing Date minus 63 days Status: Not started Priority: High Subject: Purchase Order Due Date: Closing Date minus 35 days Status: Not started
Accessing related items such as emails via custom functions
I have written a custom function which converts a Contact into a custom module (called "Students" in my CRM). This searches contacts by id, uses a map to access the field values of the result contact and populates a new Student record with that information. Then, it deletes the original Contact. So, I go from having a Contact record filled with info, to having just a Student record filled with all the same info. I now need to add some functionality to this custom function which accesses anything
Fetch list of potentials with condition
Hello, I would like to retrieve / fecth the list of Potentials that match a condition (not all). Potentials = zoho.crm.getRecords("Potentials"); But the code above has not restrictions. How can I set a condition that retrieves only those records with the value RunWorkFlow set to TRUE? Something like: Potentials = zoho.crm.getRecords("Potentials") where RunWorkFlow = TRUE; Mnay thanks in advance!
One field incorrectly defaulting to wrong value
We have a custom function which converts potentials to a live account (cctv site) . One field isn't transferring properly and I can't work out why. The coding is as follows; void workflowspace.CreateCCTVsitesRecord (int potentialId ) Edit Arguments potDetails = zoho.crm.getRecordById("Potentials" ,input.potentialId ) ; mp = map() ; mp.put("CustomModule2 Name",ifnull(potDetails.get("Potential Name"),"")); mp.put("From Potential_ID",input.potentialId); mp.put("Main Stakeholder_ID",ifnull(potDetails.get("CONTACTID"),""));
Can't change a bigint toString
I can't seem to change my "counter" variable into a string. The toString function does not appear in the options of functions available. Any ideas what I am doing wrong? objOffer = zoho.crm.getRecordById("CustomModule1",input.vOfferId); vOppId=objOffer.get("Opportunity_ID"); response = zoho.crm.searchRecordsByPDC("CustomModule1","Opportunity_ID",vOppId); counter=0; for each item in response { counter=(counter + 1); } if( counter < 10) { strCounter="0" + counter; } info strCounter;
Convert Buttons - Custom Buttons question
Hello, I am looking for a simple way to create a button to "Convert" records. To be more specific I need to layout our current Zoho structure. Contacts: Any contact our organization wishes to track. They are not yet established as a 'Lead' and may always remain as only a contact we wish to keep stored within the CRM. Leads: A Contact or Organization that our company has identified to bring potential deals to us. Opportunites (Deals or Potentials): Potential deal or project is now on the table and
403 redirect to home
Hello, I have mapped an old domain to Zoho CRM. I have many old backlinks pointing to old pages not more existing. It would be great if I could redirect these pages (actually giving 403 error) to the home. I have tried with "301 redirect" tool in SEO section of my dashboard but unfortunately does not work. Anybody knows how to pproceede to a global 403 error redirect? Thank you
Exporting invoice
Hi When I export my invoice to pdf, the name of my pdf file is the default number of my invoice. I have changed the generation of the invoices numbers ans l would like to name my pdf file with my invoice autogenerated number automatically. Is it possible ? Thank you ! Maider
Opening Page Display
I want to change the Opening Page Display from Contacts to Dashboard Leads. Cannot find any reference to Zoho Opening Page Display in the Help area. I was able to re-set in the old system but cannot find the answer in the new format. Help please! Induna
Issue on importing leads
Hi all, I'm facing an issue importing a leads database. This is the error message '' Urgent please Can some body help me. file should not contain more than 1000 rows''
Custom Functions not called from Mobile App
When I create or edit a record on the mobile app, it appears any custom functions I wrote are not being called. Am I doing something wrong, is this a limitation, or any work around?
Delete related records in custom function
Is there a way of deleting records in a custom module in CRM through a custom function? I cam across a post relating to doing it with the contacts table but have tried to replicate this with a custom table and it doesnt seem to work, or I have got something wrong in the function. When a record is deleted in one custom module I want to select all related records in another custom module and delete them. At the moment I have the following: // //Get all line items for the contract resp = zoho.crm.searchRecords("custommodule1","(Contract
Create view showing contacts of current opportunities
I want to be able to favorite or mark follow contacts and companies. I know I can do this by adding a new field and then key the view off of that field. It would be cumbersome but doable. A better solution would be to have it integrated so it would be included in the UI, like the follow button for a company where you are not the owner. Rationale: I want a view that contains all of my contacts on the projects I am working on. The view would be updated as I completed and added new projects and
Deluge Script to store custom field setting in Contacts based on presence or stage of Potential
Hi. I have put a Workflow automation rule in place that will update a custom field in Contacts with a value indicating the presence of a potential, but I need a script to retroactively go back and update that field for each person's Potential record (whoever actually has a potential). There appears to be no easy way to do that so a Deluge script appears to be needed. The field I've created in Contacts is "Potential Exists" and is a checkbox field. I simply want it checked when there is a potential
How to I get a lead vendors info to push into crm?
We have a call center and use several lead companies that get all of the clients info and when they call into our center to transfer the client all of the information with our old crm would be able to be pulled in the crm so the clients info was there without us asking to do it again. How can I get it so i can pull the lead in zoho?
Script Builder rejects Custom module names?
I am trying to use the call function getrecordbyid in script builder to get a record from a custom module. But it does not seem to accept the Custom Module name. In the script builder dropdown the only options seem to be the standard modules. Is this a limitation in ZohoCRM ? Is it possible to use getrecordbyid with custom modules?
Batch update with a custom buton
is it possible to batch update selected record with a custom button in list view? i tried it out in the lead module.. if one lead is selected it works but will not if 2 or more are chosen. here is my simple function i did to try it out string Untitled_Function7 (string leadID, string Contrat FixedContract=input.Contrat.replaceAll("0000",""); FixContractNum = zoho.crm.updateRecord("Leads",input.leadID.toString(),{ "Num. Contrat HD" : FixedContract }); return "";
Field update on Event when related Potential is won
I am creating an automation workflow to update a (custom) field on an Event if the related Potential is set to "Closed Won". When I create the Automation Workflow on Potentials, i can only update fields on Potentials, Accounts, Campaigns and Contacts. My field update would be on Event, actually the Event that is related to the Potential. Can anyone help? Thanks,
Lookup Field to get Account ID?
Hi, I was wondering if there is a way for me to get the Zoho Account ID and maybe place its value in a field in the Contact module without placing it manually. Can I use lookup field to do that? What I'm trying to do is, let's say I create a new contact, can I have the Account ID for that contact be added automatically onto that field? Thanks,
Auto-Upper Case
Hello , Does anyone know what code I would put into the custom function script to have information that is entered in fields auto-uppercased. Thank You .
create a button in product module for generate a receipt
I need to create a button within the product module that generates a receipt. How can I do this?
Retrieve field from other table
I have a contracts table with ContractName and ContractRate. I have a lookup field the in the Potentials table to select ContractName and store with the Potential I would like to have the ContractRate field pulled into the Potential so I can use it to calculate a total (Potential Amount X ContractRate). Any ideas?
Urgent Help Need to simplify Formula
Hi guys Can anyone help me with reducing the number of characters in this formula for use in Formula Fields in CRM package. Currenlty Exceeds the 5000 character limit by some 325 characters. Next problem is the final code will need to be three times this. Unless of course there is a way where we can create a formula where the results of Formula Fields can be added/multiply/subtract and divide each other to achieve a final figure. ((If(Contains(${WEB Single Trip Travel.Europe Number of Days},'5'),35,
Custom Module - Auto populate Name field and Mail Merge Questions
Hi, We are an education company that licenses curriculum to schools. We use Accounts, Potentials and a custom module called 'Courses' Typically, we will have 1 Account -> 1 Potential -> Multiple Courses I need help with the following: - When we add 'Courses' from 'Potentials', I'd like the required 'Name' field to be a picklist. If this is not possible, I'd like it to auto populate to a generic value like 'View' since I will add a another picklist field for our sales team to pick what course they
Creating a contact from partner details
So I've got a custom contact page that lists the main contact details down the left and the partner details down the right. I want to make a script and attach it to a button that will create a new contact and map all the information from partner fields to the new contact record. The below script is not working for me , but if anyone can help me debug this I would greatly appreciate it This is the script : contactId=input.cntId.toString() rec = zoho.crm.create("Contacts"); resp = zoho.crm.getRelatedRecords("Contacts",cntId);
Can a custom function close or delete all open activities for a potential
I have a sales workflow within a Zoho CRM that schedules about ten phone calls / emails for the sales rep (spaced out over 30 days) for new potential records. I would like to add a button for the sales reps to use once they make contact with the lead and need to cancel all the remaining scheduled follow-ups (Cancel remaining follow ups). Can someone point me in the right direction of how a custom function could query and update all "open" activities associated with a potential record ID and delete
Prevent duplicates on formula field
We would like to prevent duplicates based on a field other than the email address. In Salesforce, we created a formula field that concatenated the Account Name, Contact First Name, Contact Last Name and then set the flag to prevent duplicates of that value. This allowed us to get much closer to preventing duplicates for people. Is there anything similar in Zoho - I have enabled the "no dupes" flag on the email address but when I created a formula field like the one above there is no option to prevent
Create a formula that returns a month.
I am trying to create a formula in my opportunities module which returns the month when a date is inserted into the 'Closing Date' field. E.g. 12/05/2016 is inserted into Closing Date, formula returns 'May'. Someone spoke to me on the phone about this and he said he would send me the syntax to use, but I never received it. It would help if someone could send me the syntax to use.
If( Formula with Checkbox
I have created the following formula but the system is reporting "Missing braces". I have been unable to fix. Can you provide a solution? If(${Potentials.Car Included?},True(), (${Potentials.Est Starting Salary}+${Potentials.Est. Bonus Potential}+10,000) else (${Potentials.Est Starting Salary}+${Potentials.Est. Bonus Potential}) The intent of the formula is that if the Checkbox is checked (true), then add $10K to starting salary + bonus potential. Otherwise, just add starting salary + bonus potential.
Is there a way on the home page widgits
To see "My today & Overdue Tasks"? I would have thought this would have been a default (just like calls has) but i can't find it and when I try to create a view to do this, I can't find away to add "Today" instead of a specific date. Any ideas?
Is there a way to hide customs fields when another in the same module has an specific value ?
In the Opportunities module, I'm trying to hide a custom field "Service" when another field "Type of Opportunity" has the value "Credentials meeting" selected. Gary
CRM Contact Limits
My use case is needing based on an Agency approach. We have a Managing Agency and 20-30 "Sub Agencies". I have read and think I understand User / Profiles / Groups. My questions are this: 1. Can we limit the number of Contacts/ Leads that an Agency can add? We will let them have access to our MASTER CRM, but want to limit their usage to only 100 contacts in their subscription. If so, how can this be done? 2. Is there an existing module to help facilitate billing for this approach?
Zoho Email Templates
I have saved some templates in Zoho for Email However when I try to use them the email tab shows "NONE" I have attached the screen shots for templates and Email tab Is there something I need to do or activate to get the templates available in the E mail tab PS: I am using the free version... AMIT
Related List Pop-up
We have related lists in the left sidebar which are connected with our Zoho Creator links. Previously we were able to click the '+' button and the Zoho Creator application would open up as a pop-up in the same CRM window. However, today the links are not opening up as they did previously. Attached is our current set up and how we could previously add Zoho Creator records in the CRM. Will you be adding this functionality back into the CRM setup?
Create list of characters from string
I need to loop over all characters in a string, but since Deluge scripting doesn't allow loops (as far as I can tell), I thought a way around that would be to create a "List" of characters from that string. However, I can't figure out how to do that. Is that the right approach? What other options do I have? Any input on this would be greatly appreciated. Oliver
Zoho API uploadFile to Cases
Hi, I need to be able to upload a file to a case but keep getting 4600. The following is the code. Any help would be greatly appreciated. <?php $recordId="my-record-id"; $ch=curl_init(); curl_setopt($ch,CURLOPT_HEADER,0); curl_setopt($ch,CURLOPT_VERBOSE,0); curl_setopt($ch,CURLOPT_RETURNTRANSFER,true); curl_setopt($ch,CURLOPT_URL,"https://crm.zoho.com/crm/private/xml/Cases/uploadFile?authtoken=<my-token>&scope=crmapi"); curl_setopt($ch,CURLOPT_POST,true); $post=array("id"=>$recordId,"content"=>"/Users/john/files/filename.jpg");
Pass lead ID into a custom field on Create
I need to pass the lead ID into a custom field when creating a new lead. What would the function look like?
How to auto fill single line field based on Contact Name entry?
Hello Everyone - I have added a custom single line field in the Task Module called "Contact Company". I am needing this field to auto-populate with the correlating Company Name of the entered Contact Name field. (Another words, I enter a name into the Contact Name lookup field, then the Contact Company field auto-fills with that contact's company name) Yes, the "Related To" field does this already, but I need to relate this field to my Vendors module. And the Tasks module does not allow Lookup
Custom button in edit or clone view
I'm trying to figure out how to make a button update some fields while in edit view or cloning view or create my own clone button and modify some fields on opening in clone view. This button would be used in a custom module. Can this be done?
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