How take the id leads?
hello please help me I want take the ID leads in custom functions, I am try this way but it not work CG = zoho.crm.getRecordById("Leads",input.CGID.toLong()); CareGid=CG.get("id");
Problem with setting up Services and Products
Hello! I am new to Zoho community. I want to set up CRM for a client. The client is a Beauty salon. We want to use Professional plan. SO they sell services and not products. But at the same time, they use some products for these services and they would like to track inventory. Does anybody know how could I set up Zoho to function like this: - When we sell a service we can also add products that have been used with quantity they were used. And then that should reflect our inventory. For one service
adding a new button
I have added anew button that sends mail to desired email with specific fields. i now need 2 more things: 1)to have a condition on 1 param that if it is empty, to send another param instead. 2)i want to set it in "view" and then send it on multiple records. currently it's on list view so when i send it send per record. but when it is on view it and i mark for more then 1 record, it puts all the params toghther. how this can be done? thx
Auto-fill fields with data from a different custom module
I need to pull email addresses from the email field in the "Contact" module into a custom module related to that contact. Also- the custom function needs to update the email field in both modules if either email field is changed. Can someone please help me with this code for this custom function? Thank you-
Problems with Charset and Picklists
I have the following problem with picklists and using the data in deluge script> I have a custom field in my vendors that is a multiple picklist. All works fine within ZOHO. However the data stored in the custom field is not the correctly formatted text. To explain. I have a customModule with a field "Location Name" Location Name contains the following correctly encoded charset text: "Chambéry Airport" When I pick the same name from my Custom filed lookup in the Vendor Record the data is held
Problem with POST request
Hello! Please, help me with my problem. I have custom web-service (on my local server) and I'm trying to call it from Zoho custom function. In Postman it works properly, but in Zoho I get response "{"responseText":"internal exception","responseCode":"-1"}" My code from custom function: header=map(); header.put("Content-Type","application/json"); header.put("authorization","Basic XXXXXXXXXXXX"); request="{\"SqlText\":\"select * from Customer\"}"; url="http://93.170.114.149:3030/GetData"; resp = postUrl(url,request,header,false);
Lead Aging custom field in "Days : Hrs : Min" format
I am trying to create a custom field that will calculate the aging of a lead. In our business speed to responding to a lead is critical so we measure it in terms of Days, Hours, Min. I created the following formula which accurately calculates the Lead Aging in decimal form: Datecomp(Now(),${Leads.Created Time})/1440 The problem is I need to convert the decimal form into Days, Hours, Min. (ie:3.5 = 3 Days 12 Hrs 0 Min) I am able to correctly calculate the Days by the following formula: Tostring(Floor(Datecomp(Now(),${Leads.Created
Issue with seeing accessing ALL view of a creator form in CRM Plus
I recently purchased crm plus. The first two weeks. I could create a tab for a creator from. I could than view ALL views of that form beautifully. Then there was an API issue and you could not view any integrations. That has been corrected. HOWEVER, I currently CAN NOT view ALL the views of a form that has been integrated in crm plus from the crm. No matter what view is selected the same view appears. I have made several calls to tech support with NO feedback on when this might be fixed. This
How can I get "Product Details" products from Sales Orders by script?
I want to get by script the products that are written on Product Details at Sales Orders, but i don't know how... I mean something like this: sale = zoho.crm.getRecordById("SalesOrders","2143556000000143206"); products=map(); products.put("Products Name", sal.get("Products Name")); products.put("Unit Price", sal.get("Unit Price")); products.put("Quantity", sal.get("Quantity")); Any answer?? Thanks.
custom function in Products module unable to update "Quantity in Stock" field
Good day, My business scenario is that my Products are in three different warehouses. The warehouse employees will input the product quantity present in each warehouse. I would like Zoho to update the field "Quantity in Stock" with the sum of these three quantities. That way, all my mobile salespeople can see the total quantity available. And when they make a sale, Zoho will subtract the quantity sold from "Quantity in Stock", so we don't sell products we don't have. I created three custom fields
field formatting
i want to create a field in leads that pulls the phone number from a contact record when that contact record is selected in a look up field within the lead.
Grouping leads
I've uploaded my leads to Zoho CRM and now I'm trying to figure out how to group them together. For instance I have leads that are either "Sellers" or "Buyers" and I want to set up groups for them.
export zoho crm data as a fannie mae 3.2 file
I need assistance exporting zoho crm data as a fannie mae 3.2 file.
Develop/Create new fields in the module customization section
Dear All, I am using the trial Zoho CRM and I need to customize a field within the module section. In particular I need to create a table but the New Fields box doesn't contain a table. We have Single line, Multi-line, (...), Pick list, (...), Date, (...) Formula etc. but these fields doesn't fit my needs. Does the API tools allow a developer to create a table? To be precise in the table I will put Single line, Formula, Lookup etc. but I wish to get a table layout to visualize the informations in
Wordpress Form Integration with Custom Module
Hi all, Would really love help with how to get a submitted form into Zoho CRM based on a CustomModule which we have created. We are currently using Ninja Forms and would like to do so based on styling and so on. I know Zoho CRM has the native Webform built in but it doesn't offer the additional functions we need such as conditional logic and so on. Now Ninja Forms does offer Web Hooks and that could be an avenue, yet we wanted to see if anyone out there has created and successfully integrated into
ZOHO API - Create record via form than update a field by API(s)
Hello. I'm using zoho forms to collect some basic data in a wordpress website. There is data choices collected in wordpress that I need to also update into the CRM that I'm not collecting in the form which means I need to use the api. After a user updates their member info via ZOHO FORMS a lead is created in CRM. I need at this point to also send some data about the lead just created. The problem I have is I dont know the lead just created or zoho ID? I believe this is necessary to update my record.
Formula for calculation a future date based on a date and numerical field
we sell loans and need to return a date to the "loan maturity" date field based on the "closing date" (date field) and the "term"(numerical field). What would be the correct formula for doing so?
work flow script - attachments
in my script I need to check at workflow script , if a task having an attachment (number of attachments, file name and its sizes). please explain how the attachments can be fetched in code? Amnon
update product states base on value in quote
Is it possible to update status in production when status in quote updated. Pls adv
Unable to post notes on contacts Zoho CRM
Hi, I'm unable to post notes on my Zoho CRM contacts. It does't happen with all of them, but with half of the notes we try to post. When we try to posts it, it only appears a grey box with the picture of the agent beside, but the note gets deleted, How can we fix it? I attach a photo of the note not posted in case it helps. The mistake would be for the third comment.
"Barriers" or "Hurdles" to making a sale
I am testing Zoho for it's suitability for our business. One important piece of info we need to capture is potential reason for not making or loosing a sale and subsequently run a report to see why we might be loosing business to see if there is a pattern. Does this field exist as standard? And can it have pre defined reasons, i.e. Price too high, leadtime too long etc.... or just free text? Many thanks, Jon
how to check the version of your current zoho software being used?
Can anyone outthere help me with this issue? thanks ahead
Moving Info from one module to another
We have a module: CLIENTS and a module: SESSIONS. We would like to move many of the fields (such as: Personal Info & Client's Vision) to the SESSION module. Is that possible?
error message "nsmail"
Hi, In my crm settings I have added my gmail under imap. Everything works except sending emails ...I got this message in the email popup "nsmail". Anyone can help me ? Bart
Embedding Tableau Dashboard into zoho CRM
Has anyone been able to embed a Tableau dashboard into zoho with an iframe or any other means? This is extremely EASY in Salesforce but I can't find any resources on doing it in Zoho. Any help would be greatly appreciated. Thanks!
Mapping a custom customer field to apply to it's company and all other contacts in the company
Hello! I've tried searching the forums but can't find a way to do the following: 1. In the Contact detail, we've created a check box for "Has Service", when that contact informs us they already have a company in place that does what we do. 2. I want to map that "Has Service" check box field back to an identical field in the Company detail, and also automatically update that field for all Contacts related to that same Company, and populate that "Has Service" field as positive, so that we don't keep
Auto populate one module field from another
I have one module called Campaign Leads and another called Facilities. The Leads module has a lookup field where I select the facility associated with the lead. When I select the facility that I want to associate with the lead I want to auto-fill a field in the Lead module called Facility Email that already exists in the Facility Module. My goal is to be able to send a mail merge to the facility email after associating the facility with the lead. I want to send a mail merge with the lead information.
zoho.crm.searchRecords
Is possible to use in deluge script Zoho CRM a zoho.crm.searchRecords with 2 or more conditions, like : resp = zoho.crm.searchRecords("Contacts",("(ZCAMPAIGN|contains|ZC) && (Statut Membre|contains|Client) "),1,1);
Convert Prospect to something other than customer?
I want to be able to convert a prospect to another category, other than a customer. I'd like to convert them to a title like "no potential" once we've exhausted all possibilities with that prospect. Any tips or ideas?
How to see revenue on account and contact?
Hello, When I converte quote into invoies, that means my contact paid for the product, revenue doesn't show up on the associated account/contact. Revenues is always $0.0 even after editing many invoices for the same account. What can I do to see revenues automatically on account after invoices are edited? Thanks in advance.
Permission issue in custom function
Hi, I have an error in a custom function : quotes = zoho.crm.searchRecords("Quotes","ACCOUNTID=1678097000001049084"); info quotes; returns : Log messages: {"4502":"module doesnt support in your edition"} I have a Zoho Enterprise Edition. Any idea ?
Is it possible to search on multiselect pickup field in custom functions?
I have a dealers custom object with a multilselect pickup field containing the zip codes the dealer serves. I need to do search on the field so that I know the dealers serving in a particular zip code.
Issues facing on Zoho CRM 2016.... Please help
Hi All, In our CRM we are facing several issues after moving in to Zoho CRM 2016. Main issue we found that, in our system we are using several custom made buttons. But now any of these buttons are not working. All these buttons are now appearing as dropdown menu. Another thing is it is not passing any parameter to custom functions. Always we are getting a value of "1". This is happening only Zoho CRM 2016 version. In older version everything was working perfect. But today we found that our older
How can I setup different Lead Layouts that are updated automatically based on the Lead status
Hi there! I need your help with the following setup task: I would like to setup a set of different Lead Layouts including different amount of mandatory fields per status (the hotter the Lead the more mandatory fields are required to be inputted by the user). The workflow action should be linked to the Lead status. By selecting a specific Lead Status, the system should automatically load the designated layout. I have been trying to find an answer to this through youtube or other sources and hope you
Assistance completing our Zoho integration....
We are a Denver/Singapore based luxury destination club startup. We are looking for someone to help us complete our Zoho integration. We have the basics done, but need help customizing and also someone who can provide us ongoing support over the next few months. We are a very tech savvy company, but do not have the bandwidth to get our website ready for launch and setup Zoho. We would welcome the opportunity to speak with someone about possible consulting work.
Get Records with future closing date
Hi guys I am getting the list of Potentials using Zoho CRM api. The problem is that the list has a lot of records(>1000) and I do not want all of them since most of them are old and closed. I want to filter based on a field "Closing Date" in "yyyy-mm-dd" format, all records whose "Closing Date" is not passed meaning they are still active. I could only find filters with that date(Exp. &criteria=(Closing Date=yyyy-mm-dd) ) but not before/after that date. Below is the link I am using but does not
How to set a company email through a contact list?
Halo, everybody, I've a contact view, but i need to send emails to theirs company's email address. I think best would be to visualize company email field in contact record (selecting linked company) Is there someone able to explain me how to? Thanks a lot Davide
New version of Zoho
Hi, How can I come back tpo the previous version of Zoho? I don`t want to use the new one. Please help me.Thanks.
If formula to populate field with another field's value
I have the following fields in one of my queues/tabs Claimed - currency field Claim Pending - currency field Credit Memo - single line field I'd like to write the following formula. If Credit Memo field is EMPTY than Claim Pending = Claimed If Credit Memo field is NOT EMPTY than Claim Pending = Zero I would appreciate any help you could provide. If it's helpful the name of the queue/tab is Service Request. Thank you, Molly
LOST ADMIN ACCOUNT
I lost the password to admin account of kahiga(at)deepseasstudios(dot)co(dot)ke which is the admin account. The account has no alias email and when i try to reset password, it send the reset link to the email above, which again i cannot access leaving me stuck in a loop. I have sent 2 emails to support(at)zohocrm(dot)com with no reply. Please help Regards, Kevin Nderitu
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