Help request for a deluge script that checks for incoming email from a contact.
Hello,
I would like to please request a script for my Enterprise edition CRM.
It is really a simple script; but it needs a little bit of an introduction.
So first let me describe what I am trying to accomplish, and then I will describe
what I would like the custom script to do (I'll write that in bold below).
Here's what I am trying to accomplish:
I have set up a Rule to send out an automated email to my Potential 4 days after the Close Date.
However, if the Potential emails me back (say, with a question), I do not want them to receive the automated reminder email later that day, as though we weren't even talking. It would no longer be appropriate for that Potential to receive the scheduled automatic template email.
Does that make sense?
I know it's not possible to update any fields (the Close Date) based on the receipt of an incoming email. But I think I have come up with a work-around using Macros and Deluge.
The point is to get Zoho to update a field (the Close Date )within the Potential whenever a new incoming email arrives from that person.
So here's my idea.
FIRST- I created a new custom Field in the Potential module. It's a "Date/Time" type of field, and it is called "Timestamp".
"Timestamp" does not have a default value. Whenever I convert a Lead to create a new Contact/Potential, that field is left BLANK.
SECOND - Every morning, I will run a macro within the Potentials tab that updates the "Timestamps" field in all active Potentials to Date of Execution (today).
THIRD -
I would like to set up a workflow rule that does the following.
Rule Trigger: Execute based on a Record Action >> Record action is: Field Update ("Timestamp" field).
Rule Criteria: Whenever "Timestamp" is ${TODAY}
Rule Action: Call Custom Function >> Write your Own
So whenever the Timestamp field gets updated to Today (which happens whenever I run the macro), then this new Rule gets triggered.
Here's what the action should do (this is what I want the scripting to accomplish):
(1) Check for any incoming emails received from this person. (I can set it up so that all Contacts get routed to one single folder, and you can just set it to check that folder if needed).
(2) Update the "Close Date" field in the Contact/Potential to THE DATE THAT EMAIL WAS RECEIVED.
(If that is not possible, at least just update it to "TODAY").
I think this should be fairly do-able....
And if it is, then I can see from other threads that it will be very helpful to other Zoho customers!!!
Thanks!
Kim
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Topic Participants
kimberly
Dave
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