Deluge script getURL string response syntax
Hi there I'm trying to write a function that calls the following URL - https://qrng.anu.edu.au/API/jsonI.php?length=1&type=hex16&size=5 I need to use the "data" variable from the response, but I get null value returned each time as I don't know what syntax to use in the string response variable. Please can someone help?
Fill up "account name" automaticaly from First name and Last name.
Hi. I'm a new user of CRM and I'm testing it to know if we can use it in my company. For many reasons, we need to enter separately the first name and the last name. Also, we need to avoid, as much as possible, to enter two times the same information. So, I would like to know if it's possible or not to fill up this "account name" automatically from other field during the importation and during the manual creation of new contacts/leads/account. (For example, first name, last name and birthdate to avoid
new fiel dependent by another research field
I would fill my custom field on a module "potentials" with the informations I had written in a field on "invoice" module. I send a screenshot to illustrate better the example. Thanks, Pasquale
Question: How to set up duplicate check on a custom field?
Hello All, I have been working with CRM for some time now and I must admit I have not figured out how to set up a check on a custom field. Our Company uses a Danish service with Market Data to search for "leads" Each Company in denmark has a Unique ID which i would like to be able to search for or create a rule on. Just like the "rule" that you cannot have 2 leads with the same email. What I have done so far is just create the "field" and when i do my import I have inserted the "Unique ID" in that
Automating activity creation and reminders
Hi - I want to be able to automatically create follow-up activities when a sales person contacts a new lead. I would like my sales people, when they send an e-mail to a lead in ZohoCRM, they will get an automatic reminder in two days to call them, or it would create automatically a new activity to call the lead in two days. Is this possible through Zoho CRM or an add-on? Sandy
No customise an automatic relationship between between "contacts" and "opportunities"?
Hi , i would like to transfer changes in "contacts" with appropriate " opportunities" . f.e. better Job -> higher probability Why can't I customise an automatic relationship between between "contacts" and " opportunities"? thanks for answer Heiko
Cloning Field while input
Hi together, we cannot change the value for the potential name-field to a fix dropdown-list, but this is very important for us. My idea is to create a custom field with a dropdown-list and fix values (this field is mandatory). Now if a sales person add a potential he'll select a value from this list e.g. "Product XYZ". After he selected this value, this value will be cloned instantly to the system textfield "potential name". Would it be possible to create this function with the "custom function"-feature?
Create future potential upon closed won of existing potential
We have the need to follow up and win a potential for an account on a monthly or quarterly basis. Essentially, there should always be at least one open potential for an account ,under certain criteria. What I would like to do for starters is to create a new potential for an account of an existing potential when this open potential is marked "Closed Won". Could someone point me in the right direction, please? Thanks in advance, Dustin
how can we filter on records that haven't been modified in the last month or X days using custom functions?
Can we use a custom function in the reports, views, workflows to get the records that haven't been modified in the last month or 30 days? For the reports and views, i need to filter on leads and potentials that have last activity date < 1 month. And in the workflow i need to send an email for the owner for a lead, potential that hasn't been modified in the last month. your help is very well appreciated.
Custom Module Related List
Because of the nature of my business i needed to change the default "Account" tab/module into my "Client" module. So I had to create a new module for my client accounts (I am a financial advisor so many times clients have more then one). I am unable to make a related list under the Client module to see the account records I created for each Client even though I linked them with the look-up function. Help!
Email lookup using custom function
Would it be possible to do the following using a custom function inside crm (or creator as we have both and linked) : 1) Schedule a function once a day that would look at all leads with a certain criteria 2) If fit this criteria, check the count of emails sent to us, by the lead Email address 3) If say for example, the lead has sent us one email, update a custom field labeled "lead responses" to 1? Trying to find a way for our agents to better check responses automatically without having to check
Disappointing Support!
I have been trying at wits end to get a product attached to a potential. I have written to the forum couple of days back, but still awaiting a response. My initial request: https://help.zoho.com/portal/en/community/topic/trying-to-associate-product-to-a-potential-but-unable-to-add-expected-quantities Hope i can invoke a response SOMEHOW! Rgrds Binitha
custom fields in different sections
Is it possible to show into the so said "visit card" the value of a custom field from activities section? Thanks from Italy
Is it possible to use the same or sync notes from leads, potentials and clients in zoho crm?
We have an issue which our call center´s attendents can´t find their notes easely. To fix it I want to show always the same "note pad".
Lead source drown down menu
I want to be able to create a Parent/Child relationship in a drop down menu. For example, in the Lead Source drop down menu I have an "Other" category. If that category is chosen I would like a text box to appear saying "Please Specify." Is this possible and how?
Formula expression field euclidean division
Hi, I like to make a custom field for my invoices in the structure of ogm like '+++090/9337/55493+++' In order todo this - the first 10 numbers can be random (will be my client id and invoice number of the month) - the last 2 numbers are the control number that you can get by dividing the first 10 numbers by the rest of the euclidean division by 97 - Before and after the numbers i have to add three +++ or *** - In between i have to add a / after the first three and one after the first 6 How can
zoho.loginuserid not producing desired results in custom function.
I have the custom function below, and no matter what the zoho.loginuserid is coming back as mine, not the user that is logged in. For example, I have a user on a mobile device that updates the custom field "Resolution" in the cases module. This function is supposed to append the Resolution to the custom field "History" and then delete the Resolution. Part of the appended string is supposed to be the user that submitted the Resolution. However the function appears to use the administrator's Zoho ID.
Can i have filed in contact to appear under lead?
I have fields which I already created in contacts and I want some of them to appear under leads. Is it possible?
Formula Fields
Is there a way to recaulculate Formula Fields in Batch? I just add a new formula field to the potentials and I need to calculate it to all the potentials that are already registered Thanks
CRM Custom Function - Change Quote Subject to include Quote Number
I created the following custom function, to maintain naming conventions in the Quote Subject and more importantly to include the Quote number in the Subject, which doesn't exist until the Quote is Saved (created). I thought I had it, but the Quote number included in the Subject is alway a number 2 less than the actual Quote number. Any help would be appreciated!! void workflowspace. Combine_Args_To_Create_Name1 ( int QuoteId , string AccountName ) Edit Arguments QuoteId_String = input.QuoteId.toString() ;
How to programmaticaly attach a file to an email without exposing the Auth Key?
I want to attach a file to an email (a different one each time). I can do it with this code: void workflowspace.eMailCotizacion (int quoteID ) quoteIDstr = input.quoteID.toString(); resUrl = getUrl(("https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=auth_key&newFormat=1&scope=crmapi&parentModule=Quotes&id=")+quoteIDstr); attach = resUrl.subString(150,169); SendMail [ From : zoho.loginuserid To : zoho.loginuserid Subject : "Test Attach" Message
default potential creation from lead
Hi guys, as you can see below, there is check box for creation of potential when you are converting lead. My question is if I am able to checked this field as default - means that during lead conversion i have pre-defined create account and also potential?? Thanks
Update Record Id of one object to another Object using custom functions
Hi, I have an object A which has a lookup to object B. Whenever Object B is created I want to get the ID of the record that is created and update that record ID to the lookup present in the object A. Using Custom function based on the phone no criteria I used the integration task SearchRecordbyPDC to fetch the records. From the list return I am not able to pick the particular field value from the list. How can I do it? Is there any other way? Am I doing right? resp1 = zoho.crm.searchRecordsByPDC("CustomModule3"
Return one element from a list to a variable
I want to get one element from a list into a variable. See the example below. How would I just get the VALUE for "Company" field in the below example? I can't seem to figure this out in CRM's script builder. I think in Creator you would do: company = crmResp.get("Company") However, the 'get' method does not seem to be supported. Example crmResp = zoho.crm.getRecordById("Leads", 231356000000121001); Response from CRM [ {"Lead Owner":"Test","Phone":"34567","LEADID":"231356000000121001","Country":"country","City":"city",
Change Funccion
how can i change my funccion. i'm not the ceo! At the configuration area i cannot chage it!
Free Flow Script Editor in Zoho CRM
Is it possible to directly edit scripts for Custom Functions in Zoho CRM, or is it required to use the Script Builder. I find the Builder very difficult to use and limiting, and it is full of bugs. I get one or two pop up errors every time I open it, and it only let's me use it about 1/3rd of the time. Otherwise I have to close and reopen the window.
Zoho web to lead form setup on Facebook page
Hi, Please guide me how to set up web to lead on my Facebook page.
Custom Function - Update Field Value
I need assistance in creating a custom function. I want the Revenue Amount custom field in the Invoices module to update with the currency amount in the Grand Total field whenever the record is updated. I have created the workflow but need assistance on the exact code of the custom function. I was not able to find a sample code that matches in the support docs.
Transfer Contact information to invoice?
When I do the 'Lookup' for the contact, is there a way to transfer over all of the contacts information? (of even select information from the contact?) It seems redundant to have to then type in the contact phone number after selecting it from the contact lookup field.
How to remove Lookup value using updateRecord
I have a Custom module called "Associates" or singular - "Associate". In the Accounts module I have a custom field with a lookup to the Associate custom module - fieldname: "TA Associate". There are situations in which I want to clear the Lookup (the equivalent to clicking the eraser icon next to the TA Associate field in the Accounts edit page). The following code snippet claims to succeed, but it doesn't actually clear the value. sAccountID = input.idAccount.toString(); respUpdate2 = zoho.crm.updateRecord(("Accounts"),
Query user 'role' or 'profile' from deluge script
Greetings, I'd like to search for a users' role as set by the "Users and Permissions" feature. I understand that this is different from a Contacts (zoho.crm.getRecordById) query. I need it to look up the manager or area that the user works in.
Is it possible to automatically modify the `Deadline` field of a `Task` if that deadline points to weekend date?
Hi, We are using workflow to create tasks with deadlines based on status changes in Leads and Opportunities. Can we check whether `Today + Duration of Task' points to a weekend and if so; to modify the deadline to point to the next Monday instead when creating the task? Regards,
How to change the valus of a field (example phone value to text)
Hi I want to change or replace the values of the field that I have, for example I have the field Phone, and I want to converted or replace it original value to a value "text" I want to do this because I am using a Ninja Form and when I use the mask value for phone number in that form CRM it does not recognized that field. I tried to delete the field "Phone" and add a new field with value text, but the Enterprise edition does not allow me because said that I am reach the field amount for my enterprise
Datecomp giving an error
Hi I am using this code in a formula field but I am getting an error Datecomp(Now,${Potentials.Created Time})/1440 The error is "Incorrect data type of argument" Can you help please? Dave
Populate a field based on another field selection
On the Create Case screen, once the Account is selected, only the Contacts related to that Account show in the Related To field. Once the Contact is selected in the Related To field, the Phone and Email address automatically populates on the Case screen. I would like to add a custom field to the Case screen that will automatically populate the Contact Mailing Street as well once the Contact is selected. I tried different things but it did not work. I can I best do this?
iPad CRM send email popup blocker
I'm using the free CRM to evaluate zoho. I use an iPad. When I click the "send mail" link on the leads or contact page I get "you must disable popup blocker". How do you get around this? And, I'm not going to disable popup blocker, if that's even an option on the iPad. Thanks
Looking for a solution to setup ZohoCRM for the French "ECO-CONTRIBUTION"
Hello, new tax rules for certain product categories introduced the so named "ECO-CONTRIBUTION" : a tax depending on the weight of a product and which rate is related to the composition of the goods (more than 50% stell, more than 50% wooden, etc...). I would translate it as a "recycling fee". Of course, this taxation needs to appear on quotes/orders/invoices and I'm committed to report each quarter the types and amounts I invoiced. A first tempt conducted me to create a product for each type of tax,
auto close a quote
I need a quote status to automatically close / won when I chose to make a work order in potentials. is this possible?
Adding a user
Hi I have added a couple of users of which need to confirm at some stage, I have added one person but it comes up with the following error message: "This Email address is already taken. Specify a different Email address for the user" Also, How can the system be used so that more than one user can view all updates and new entries so that it is used as a central system for all users?
Contact name does not show in event view when it's a lead
This is a task filled out that is attached to the LEAD module. This person is NOT a contact yet. Just a LEAD. When I view my tasks in the summary, the system does not show her name as the Contact. It will only show the contact name if it's association with the Contact Module, not the Lead Module. See screenshot below. Although names are blurred to protect the innocent, you can clearly see that the name is not there. This is clearly a bug that needs to be fixed for full functionality. I also
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