How to Automatically add a related deal to logged calls

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 bad until I started using telephony and it only logs in in the contact module so I am missing all of the logged calls.

So i made this function to fire whenever a call was logged.
It is supposed to add the related deal to the calls module
  1. //line is to get deal information using the deal number. 
  2. dealmap = zoho.crm.getRecordById("Deals", dealID);
  3. //line is because i couldnt get the search key to work in the above line
  4. dealName = dealmap.get("Deal_Name");
  5. //stuff below defines map. "what_Id" is the related field field name in calls
  6. mp = Map();
  7. mp.put("What_Id",dealName);
  8. //updates the calls to include the deal name in the related field 
  9. update = zoho.crm.updateRecord("Calls", callID, mp);

  10. info mp;
  11. info update;
I am getting this error message back
Info
  • {"What_Id":"1258 - Joseph Sergi - Other Insulation"}
  • {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"$se_module"},"message":"required field not found","status":"error"}
I think the MANDATORY_NOT_FOUND means its the wrong module name but that doesn't make sense.
I've been messing with this for hours and would appreciate any help.

Thanks in advance

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

                                                Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
                                              • Custom Function : Automatically send the Quote to the related contact

                                                Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
                                              • Function #50: Schedule Calls to records

                                                Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
                                              • Function #37: Create a Purchase Order from a Quote

                                                Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                                              • Function-2: Round-Robin assignment of records

                                                Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now