You can check without open activity with this function in new system.
RelatedTasks = zoho.crm.getRelatedRecords("Tasks","Accounts",accId.toLong());
RelatedEvents = zoho.crm.getRelatedRecords("Events","Accounts",accId.toLong());
RelatedCalls = zoho.crm.getRelatedRecords("Calls","Accounts",accId.toLong());
RelatedNotes = zoho.crm.getRelatedRecords("Notes","Accounts",accId.toLong());
total = RelatedTasks.size() + RelatedEvents.size() + RelatedCalls.size();
mp = Map();
mp.put("Task_Count",RelatedTasks.size());
mp.put("Event_Count",RelatedEvents.size());
mp.put("Call_Count",RelatedCalls.size());
mp.put("Notes_Count",RelatedNotes.size());
mp.put("Activity_Count",total);
update = zoho.crm.updateRecord("Accounts",accId.toLong(),mp);
info mp;
info update;
Use Case Scenarios
For the Manager Case
- Manager wants to check which (Leads, Contacts, Accounts, Deals) has without activities.
- Manager wants to know which sale person is not follow-up with activities.
- Manager can count the Activities and Qualifying (Leads, Contacts, Accounts, Deals) for Tracking
- Then Manager can follow-up and assign to other sale person.
For the Sales Person Case
- He can follow-up himself with ( Leads, Contacts, Accounts, Deals)'s activities (Events, Calls, Tasks, Notes)
- He should see amount of Activities and Qualifying the (Leads, Contacts, Accounts, Deals). for them-self.