2nd and 3rd Email in Workflow fails to send
I'm having trouble sending a 2nd and 3rd email in a Workflow. Here's a screenshot of the workflow. Again...like the last topic I posted...it's VERY SIMPLE and it still will not work. This is incredibly frustrating.
Identify if fields used in function
We're doing a lot of tidy up on our Zoho CRM modules but have 100s of functions. We need a way of identifying if these fields are used in any functions before deleting them. Is there a way to do this? Is there a way to search Deluge scripts on mass for
How to move recors from one custom module to another custom module
Hi there, currently i have a module called sample/production where i have two different types of records inside this module, one sample and the other production. I want to be able to transfer all the sample records without losing any data to a new module.
Creating a Workflow to add Meeting on Calendar
I'm trying to create a very simple Workflow to create a Meeting on my calendar when a Deal is created. This seems like a very basic thing and it's not working. Here are a couple of screenshots...what am I missing?
How can I have the value of one Custom module's field automatically pasted into a submodule's field?
Hi there, I tried and start from a function I created before (to copy/paste adress details from Account into Contact) to have the content of a currency field pasted into a another currency field within the module's submodule: rec = zoho.crm.getRecordById("CustomModule4",ImpiantiId);
Syntax error that does not make sense.
Hi all, I cannot fingure out where this syntax error is coming from. I need to add this to a workflow to update a Contact record Account field by matching the email domain with the website domain in the Account record. I found a solution using Zia Search
how to add a folder to each customer
Dear Zoho team, I`d like to have a folder for each customer (filled with pics and Excel files, max around 150 files per customer). Could you help me how to do this? Thanks Peter
Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each
Zoho CRM - looking to create a custom module to replace the out of box Notes feature
Hello, I am looking for feedback and ideas from the Zoho CRM community regarding my dilemma . . . . our sales team uses the mobile app daily to conduct their business. Each rep is required to enter notes to track their activities/engagement with potential
Update a field everyday
Hi, I have a field called “Estimated Shipping Date”. This field is the result of the sum of today + field —> “Today + CPQ Days”. I have a function called “SHIPPINGDATE”, that is activated via workflow rule when “CPQ Days” field is updated. However, I need to a workflow rule that activate this functions everyday at 0.01am, if the stage of the deal is “En Revision”. I have my deals under revision for a few days, so I need “Estimated Shipping Date” to show the correct date, so in order to do so the
Outlook CRM Plug-in Disappearing from various users
Hi, we've been using this plugin for a while now and all of a sudden it is no longer showing in certain user's Outlook. It says that it's still installed. We've tried uninstalling and reinstalling but it still does not show. Every day it dissapears from
Send automated email when a sales order contains a certain product
Hi, we have a custom field defined in the PRODUCT module, let's say customtype. Now I want to implement a new workflow rule which sends an email to certain people, if a sales order gets created which contains products where customtype="abc". How can I do this? Seems simple, but I don't find a way... ZOHO CRM must allow workflow rules to access the product list which a sales order contains, otherwise workflow rules are not helpful in any way.
Formula Error with IF Fuction
Hi, I want to create formula field to calculate payable amount based on payment terms chosen, when I tried with the if condition, it gave syntax error. if(${Deals.PaymentTerms}='Quarterly',${Deals.Amount}/4, ${Deals.Amount}) In fact I want to use nested
How to copy/put field value (currency type) from module to a corresponding field within its subform?
Hello there, I have a currency field in a custom module. I would like the value within this field to automatically appear within a corresponding currency field in the custom module's subform to use it in a subform's formula field - see attachment. That
Get a records attachment to show in the list view?
Hi, I have a custom module called CP12/Services and then I have a zoho form that when filled by myself sends all the info inputted to all the fields in "CP12/Services" module and it also attaches the PDF sheet as an attachment.......I'm trying to find
Create Projects by API Call
Hello Sir, How to create Projects in Projects.zoho.com module using CRM custom functions and API call or Othe way ?
Opening e-mail template when clicking a button in a blue print
Hi, Is it possible to open an e-mail template when I click on a button in a blue print? I want that an e-mail template is opened, some dynamic fields are pre-filled but I must be able to change the content of the e-mail to add some text
Exporting Deal Timeline
Good evening everyone, I am looking for a solution to export the timeline generated in each Deal, so that I can include it in a report or a PDF and send it via email. The goal is to automatically send this timeline to both the primary contact and the
Add expiration_date and request_user_data to external share link creation in Deluge
Background I deliver files to my clients via Workdrive external share links. I create the folder, add the files, create the external share link, then add the link to the invoice in Zoho Books. I am in the process of simplifying this process with the following
Custom functions set Modified by to script owner
As a ZOHO administrator, I have created custom scripts that run in various situations like updating a field, let's say in the Accounts module. In such cases the "Modified by" field is set to my name, although the record was modified by someone else. I
Create/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,
Can I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is there
Automating Zoho Assist Data collection in CRM.
Here's what I'm looking for: Initiate a Zoho Assist session from the 'Contact' page in CRM. Capture 'Start Time', 'Duration', and 'Session Notes' for easy display in the Contact page. Generate a report for that client showing the Time, Duration, and Notes
Can I map two module at a time?
Hello everyone, Can I pick emails from my two modules and then inserting a new module? An example could be: I have a module called Customers where I listed all of my customers data. I have different module called Sells where I store all my sells data.
INVALID_MODULE for Custom Function
Hello, I am trying to run a simple custom function in the Projects module. I would like to update the name of a project based on some settings on the record. However, when I try to use zoho.crm.updateRecord("Projects",Id,updateMap); I get this error.
Tasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.
How to Automatically add a related deal to logged calls
Update: I put updated working code at the bottom of the post In my crm I always have a deal for every contact. I usually am referencing the deal and rarely the contact. So if there isn't a log called in the deal module i usually miss it. That wasn't too
Create a new ticket in Desk from CRM
I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGID
Scheduled email report in CRM
I would like the ability to create a report of emails which are scheduled to be sent. Ideally I would also like to see the date and time these emails are scheduled to be sent. It is already possible to crate a report of emails sent so I don't think this
How to add Account Type field to Contacts
I've seen a few topics on this but none explained it well enough for me. I want to filter Contacts by the Account Type. To do this you will need to create a function and then associate the function with a workflow. I found this post with a function
updateRecord isn't working
Hello - I am attempting to pull a project ID from Books and write it into a field in CRM. Please help me figure out why it isn't working - I believe I have everything correct. Thanks! Here's the code snippet: //Get Books Proj ID and write to AFR Project
Setting up the initial variable
I am trying to set up a script to copy the contents of certain fields from the contact module to the deals module (renamed to Proposed Systems). I keep getting an error about thee variable declaration on line 2? What am I missing? Error: "Failed to save
Simple Function Help needed, Proper case lead name
Hi there- I am very new at this, and I was wondering if someone could help me. I need to proper case "Lead Name" I understand I need to create a workflow and a custom function...and I am thinking I need to pull the "Lead Name" to a variable and then use
CRM Timeline History Permissions ?
Hello, I am curious about this. in Zoho CRM on the Timeline Tab everyone knows that it displays the history of edits and such for that particular Lead record. What if I wanted to Hide some of the History Events from CRM Users? For example, I have a workflow
Button - lead to trash
Dear ZOHO Masters I like the idea of a button at the record. When the presales team is verifying potential of the lead and at a glance they see that the best would be to dump it one button at the top which would record in the lead history: not our target
Newline character and <br> tags don't work in the message parameter of the mergeAndSend v2 function
I've made a function that sends a merge template as an attachment in an email. My problem is that I can't have newlines or breaks in the message of the email. This is the code: email_message = "Hello, " + conventionRecord.get("Name") + ", \n <br>"; //
Contact Field to Update from Account Field
So here's my scenario. I have a custom field in Accounts and Contacts and I want it so when I update the Account field, the Contact field will update as well for all the associated contacts. From what I've seen, I'd have to create a custom function for
How to automatically pull multiple fields
Hi there, I want to be able to pull multiple fields from Sales order module to purchase requisition module 1. Purchase Requisition Name: Copy from “Subject” in Sales Order 2. Deal Name: Copy from “Deal Name” in Sales Order 3. Account Name: Copy from “Account
Script for phone check up and mask for presentation
Dear Master of ZOHO I ma completely new in scripts of ZOHO. Basics of programming I am familiar with but I can not solve it through web research and my skills today. Field info Field label: Telefon komórkowy API name: Mobile Field type: Phone (if the
Disable entering a value that does not exist in the picklist
When searching for picklist values with “is” and “isn't”, it is possible to specify values that do not exist. See “1-1.png” and “1-2.png”. It is also very confusing because the non-existent value I am typing is displayed as if it were a search result.
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