Use custom function to schedule a call
I'm writing a script to create a call activity from the potentials module. The call should be scheduled for a future date. This works when creating tasks, but not calls for some reason. Any idea what I'mm doing wrong?
Here's my code:
contactID=[contact ID number];
dealID=[potential ID number];
callsubject="test make call";
callownerID=zoho.adminuserid;
contactName=[Contact Name];
callmp=map();
callmp.put("Subject",callsubject);
callmp.put("Call Type","Outbound");
callmp.put("Call Purpose","Prospecting");
callmp.put("CONTACTID",contactID);
callmp.put("Contact Name",contactName);
callmp.put("RELATEDTOID",input.dealID);
callmp.put("SEID",input.dealID);
callmp.put("SEMODULE","Potentials");
callmp.put("Call Details","Schedule Call");
callmp.put("Call Status","Scheduled");
callmp.put("Call Start Time",zoho.currenttime.addDay(14));
callmp.put("SMOWNERID",callownerID);
createcall = zoho.crm.create("Calls",tskmp,2);
newcallID=createcall.get("Id");
info newcallID;
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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 suchCustom Function : Automatically send the Quote to the related contact
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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. CRMFunction #37: Create a Purchase Order from a Quote
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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
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