Validation using function
Hi all Is it possible to create a soft warning when validating by function? I would like to be able to alert my users to a particular concern (ideally as they input/exit the field, but on save if necessary) but enable them to continue past that point if they want to. Thanks Matt
Adding Tag using Deluge script in Zoho CRM leads
Hello Team, I am trying to add a Duplicate TAG to the lead on Email or phone search, it is working well but it removes the existing Tags and just updates the DUPLICATE tag. Please help. leadRecord = zoho.crm.getRecordById("Leads",leadId); email = leadRecord.get("Email");
How to obtain data about outbound emails for Leads in Zoho Analytics
Hello! I'd like to monitor Sales persons activities regarding to Leads (to check if sales persons make any activities with Leads) in Zoho CRM. So I'd like to create report in Zoho Analytic and check how many emails were sent to clients by Sales persons
Link an email message to a Potential
I am looking for a way to 1. Link specific emails to potentials using a subject line reference id that would be unique to that potential. Our loan origination platform allows us some functionality if we cc and email to a specific Email And that subject
Script/Function/Other solution for dynamic scroll down list - administration info Poland
Dear Masters of ZOHO It is again me. 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. Task is quite a complex but as I have seen it online also very common.
Function
I have a workflow made when a quote is edited the quote number will be copied to a text field Quote_number_ref in the deal that it is associated with. This is the function, it says successful in view usage but Deal field is never populated. Any ideas?
Using Client Script to change Canvas ID
In my deals module, I have created two difference canvas. One for personal insurance and one for Commercial insurance. I have a field in Deals called "Customer Type" that is a drop down with two choices, "Commercial" and "Personal". I am trying to set
How to Capture Email Message ID After Workflow Email Notification?
Hello everyone, I have a workflow that triggers an email notification as an instant action. The email is sent successfully, but I need to capture the response (in JSON format) to store the message_id in a custom field for future reference. Is there a
Automatically fill in information in a quick create deal (opportunity) when a quote is made
Hello, I would like a help on how to automatically fill out information in the quick create Deal ( we call it opportunity) automatically from the quotes module. In my company, we usually start with creating a quote, then use the quick create option to create an opportunity. Some of the information comes from the quote that would be the same information as in the opportunity such as account name, amount (grand total of quote), currency, and sales office. Is there a way that this can be done?
Converting Client back to Lead
Hi everyone, I am following the instructions here (https://www.zoho.com/crm/resources/solutions/convert-contacts-back-into-leads.html) to build a custom button to convert a client back into a lead. I am hitting the error Failed to save the function Variable
How to Deduplicate 100s of records that the deduplicate function didn't fix
We imported 100s of records from Zoominfo into Zoho (not unusual) and typically, if there are duplicates, it just updates the Zoho record but for some reason, it didn't this time. Now, we have 100s of duplicates. The deduplicate tool only fixed a small
Get Lead Data Converted Record
# Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",
How to automatically update Title in Zoho Crm - Meetings
I need custom automation that updates the Title field in the Meeting module. I want to update the Title every time a meeting is created or edited with a custom value of "Related to - Contact Fullname + PickList1{Service} Value + PickList2{Service Details}
How do I define the argument in a function?
Hi, I have watched endless videos on attempting to have a record from one module update from another. It all seems pretty self explanatory until I get to the idea of mapping the arguments. On every video when you click "edit Argument" You get a dropdown
New deal, automatic numbering system
Hi guys, We are new to ZOHO CRM and have a question. We have an excel sheer used as the quotation register. Is it possible to have the next unique quote no come up when adding a new deal or quotation? Now we are double handling filling out the excel register
Not able to attach attachments in into email workflow trigger
I have set up a workflow rule to trigger an email but it does not allow me to include attachments that are in the module/file. I have noticed that this request has been made by multiple customers in the last 3 years. I know that SALESFORCE has this feauture
Create a convert button in a custom module
Hi, I created a custom module associated with a sign up webform to collect data of pre-qualified customers. (I want to separate this group/segment from the potential module) I want to create a convert to potential button in this custom module so I can convert it to potential. Could anyone share how I could accomplish that? Thank you. Mei-Yin
When migrating/importing leads from SalesForce, the Lead Owner gets automatically changed to the user who imported them
Hello, I am in the process of testing Zoho to see if it is a good fit for our needs. I have tried migrating data from SalesForce as well as the 'Import Leads' option. In both instances, the Lead Owner gets changed to my name. Is there anyway prevent this
Check and update the code in line 16 as there is a Exception : Argument type mismatch - Found 'COLLECTION' but Expected '[MAP]' for the zoho.crm.updateRecord.
I am trying to update a contact record in Zoho CRM from Zoho books with the below script but it gives the above error: //This is a sample function. Uncomment to execute or make changes to this function. invoiceID = invoice.get("invoice_id"); invoicedate
In the CRM how can I create Campaign reports?
Hi, I have created a campaign and added everyone with different member statuses to the campaign. I want to be able to track the follow-up and be able to identify contacts that haven't been sent any emails or reached out by the sales team. Is there a way
Custom Function pulling Incorrect Information
Good afternoon, I have a custom function (created with the help of Zoho support) which takes information from the contact record in order to create a deal. When we select a blueprint button in the contact record, to send out an application form, it pops
How to setup journey emails in zoho crm ?
I want to setup a journey in zoho crm which simply sends a string of emails over time. So basically what i am trying to do is i want to send series of email , frequency will be 1 email every week to my those leads which are under conversion in progress
Function seems not be working every time lately
Hi there, Last june I created a workflow with a function that works like this: as a new deal record is generated, the deal name field is automatically renamed so that it starts with a code that comes from another number field (Serial Number) that is automatically
Custom Function: Searching Events in the current month - with record count
I hate to be a bother to the fine folks here, but I'm stuck in another function. GOAL: write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record. Spent
Create a button to send email with info from custom module fields
HI, I created a new module to request quotations from service suppliers once it is something we do on a daily baisis. Every day we have a new quotation request that we send to several suppliers and when we receive quotes we analyze to find the best price.
Why does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheck
Email Scheduler Not Working
I have scheduled two reports in the Email Scheduler to be sent on a weekly basis. However, I have only observed one instance where the email was successfully received, and no subsequent reports have been delivered. I need to ensure that these reports
Creating a call button which triggers a "Calls" window with Current Call.
Hello, Purpose: Easy to cold call from Leads module without having to enter every single lead. I have been trying to create a button which triggers the same window that "Calls" from the Activities section does. I have managed to create the button. I did that with this script in functions: leadDetails = zoho.crm.getRecordById("Leads",leadId); mp = Map(); mp.put("Subject","Cold Call"); mp.put("Owner",ifnull(leadDetails.get("Owner"),"").get("id")); mp.put("Call_Type","Outbound"); mp.put("$se_module","Leads");
Convert Quote or Sales Order to Purchase Order
Hi, I am using Zoho CRM and I need a way to either convert a Quote or a sales order into a Purchase Order. We resell products to our customers. When we quote a project for a client we create a Quote today. When we win their business we convert it into
Lead should fill up data set
At the moment I am working step by step on moving all email lists (first name/email) from an external App into the Zoho CRM as "LEADS". How exactly do I implement this so that I send the respective contact for whom I have either - only email or - email
Automatically close a Task based on workflow rule
I have a task that is created for every new Deal, and I'm trying to write function that will close that particular Task based on a workflow rule. I'm getting the following error in the function below. I'm new to Deluge so I'm not sure what I'm missing.
Need to auto Re-Scheduled the call when No Answer
This call has to work for all the modules. Schedule a call when the call result is put as "Requested call back", "No Response/Busy" Can I get both the options where once the above request is filed the call has been rescheduled for 3 days later and one
Fetch Data from SubForm
Hi Team - I have a subform in one of my modules. How do I fetch data from the subform. I tried the for each element custom function but apparently it doen't work in subforms. Any ideas would be greatly appreciated.
Map dependency to section?
Is it possible to create a map dependency to a complete section instead of just to a different field? I would like to customize my leads layout so that when I choose a particular option in a field (ie - industry), it will open up a section relative to
Help with related records
Hi I have a function where I have Clients (accounts) and Deals (potentials). I want to search my deals that are related to each client and then select a particular deal based on criteria (for example here I am going to use "Deal_Number". As below I am
Automatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without
Warranty End Dates
We have a module that tracks purchases and dates of warranties/maintenance (start date and end date), We have workflows triggered to automatically fill the start date based on the product and/or manufacturer. I need a way to autofill the end date based
Function updates for read only fields
Hello, I wrote a deluge function for the Deals module to take 4 other fields, translate their picklist values into numerical inputs, then multiply them all together to get a rating. It is tied to a workflow automation on record creation or edit. The function
Send Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) Deluge
Failed to save the function Variable 'Customer_Name' is not defined
Can anyone help with this. This is my first go at coding. Here's my Code. // Trigger this script when the customer number is entered // Get the customer number entered by the user customer_number = input.Customer_Number.toLong(); // Convert the customer
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