Zoho CRM Functions 52: Automatically update the recent Event date in the Accounts module!
Welcome back everyone!
Last week's function was about updating Related Records automatically using info from Linking modules. This week, it's going to be about updating a custom field in the Accounts module with information from the Events section of the Activities module.
Business scenario
The importance of spending quality time with your clients and prospects cannot be understated. Be it sharing samples or explaining your products and services, meetings go a long way establishing customer trust. Depending on your line of business, the frequency of client meetings might vary.
Meetings can be tracked under the Events section of the Activities module. With multiple events filling up your calendar, it’s important that the event related information be available contextually. One of our customers had an interesting requirement. They wanted to have a custom field in the Accounts module named “Last Visit Date”, and have the latest event date updated in the same. This would help them get an easy view of the most recent meeting with their clients. Workflows cannot be used to meet this requirement. However, the Function I'm sharing this week helps you update the custom field with the recent event date automatically.
Pre-requisite
- Create a date/time custom field in the Accounts module with the name "Last Visit Date".
Getting started with the function
- Go to Setup > Automation > Workflow Rules.
- Click '+ Create Rule'.
- Select the Events Module and give the function a name and a description(optional).
- Select "On a record action".
- Select "Create".
- Select "All events" for the Condition.
- Choose "Function" from Instant Actions.
- Click "+New Function".
- Select "Write your own".
- Give a name for the function and copy the code given below.
- Click on edit Arguments and choose 'Event Id' and name it as 'eventId'.
- Click on "Save and Associate".
- Save the workflow.
The Code
-----------------------------------------------------------------------------------------------------------------------
eventDetails = zoho.crm.getRecordById("Events",eventId.toLong());
seid = ifnull(eventDetails.get("What_Id"),"").get("id");
semodule = ifnull(eventDetails.get("$se_module"),"");
fromdate = ifnull(eventDetails.get("Start_DateTime"),"").toDate();
if ( semodule == "Accounts")
{
mp = Map();
mp.put("Last_Visit_Date",fromdate);
updateResp = zoho.crm.update("Accounts", seid.toLong(), mp);
info mp;
info updateResp;
}
-----------------------------------------------------------------------------------------------------------------------
Note
- The code given above works only for V2 version of Zoho APIs. Please note that the code WILL NOT work for Version 1.0 APIs.
Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Do check out other functions shared in this series here.
See you all next week with another interesting function. Ciao!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
dan.coates
Sandeep
Viji Sankar
shathaway
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Toggle Option for SQL Query Auto-Formatting
We all write SQL queries in a style that makes them clear and easy to understand. However, I’ve noticed that Zoho Analytics sometimes reformats queries in a way that reduces readability - especially when editing existing queries written in a specificpayment configuration process
payment configuration processLookups from Standard Modules to Custom Modules
I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go aboutRun automation on quiz completion
Hello, We're exploring Zoho Learn as a possible solution to creating some training courses to external users on our system. We'd like to run a workflow/ integration to Zoho CRM when a course is completed. Is this possible?Dynamic user applications for CPQ?
Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comesNeed details on search criteria for zoho.crm.searchRecords
Hi, If I understood correctly the integrated functions (getRecords, searchRecords, etc..) I can use inside Functions in Zoho CRM are actually using the Zoho CRM V2 API. I am looking for all the field types and criteria I can use with searchRecords. TheDo my notebooks get transferred to a new phone?
Hello I was wondering about a new phone and I'd like to know whether your notes are automatically transferred to the new device? Regards Will.Client Script Error - Cannot read properties of undefined (reading 'CRM')
Hi Guys I have a custom form, and I have a client Script set for onLoad of the new form. Below is the script I have defined and the error: Cannot read properties of undefined (reading 'CRM') See Screen Shot Attachement for Details. Here is the Script:Notebook sync
Hi,After Restart Mobil-Phone since i pressen „Synchronisation“ in my Notebook-App (iPhone) the App is hanging all the time and I have no possibility to Break up. Also Not After Restart my mobile-Phone. After the Restart ( inkl. Connection to WiFi or mobileEmployee survey data when the survey creator's account is deleted
I can’t find in the documentation on this topic, so asking here. When the employee who has created an Employee Engagement survey leaves the organisation and their Zoho account is deleted, will the survey results still be accessible to other persons ifDANE IS NOT implemented
According to the answer of @Sagar S , "DANE has been implemented". on this topic Allow me to disagree, DANE is not implemented at least not to the EU area. The Zoho domain is not under DNSSEC protection and the related TLSA DNS recordsEnhance Your CRM Experience with Zoho Webinars in Sandbox Environments
Greetings all, Zoho Webinars will now be available for testing and deployment in Zoho CRM's sandbox environment. Sandboxes offer a safe way to replicate production environments and enable risk-free testing, training, and refining processes before makingIncrease the elegant comparator to more than 5 users
Hi Team Requesting to increase the elegant comparators number of custom users to more than 5, this is such a crucial tool in dashboarding but 5 users is simply not enough.No emails coming in
Hi, I am not receiving any emails, I have tried to send myself an email from another acct and I am not receiving anything, possibly for the last few days. Bit desperate as we are a nursery and not getting important emails from our parents.Problem with Schedule Email parameters in "Send Reply to an Email" API
Hello, This is my Json script: { "fromAddress": "test@gmail.com", "toAddress": "{{8.fromAddress}}", "subject": "{{8.subject}}", "content": "{{4.result}}", "action": "reply", "isSchedule": true, "scheduleType": 6, "timeZone": "Europe/Lisbon", "scheduleTime":What's New? - May 2025 | Zoho Backstage
Hi everyone, A May-zing month for you! As summer rolls in and event season picks up the pace, we’ve been working on a set of updates in Zoho Backstage to help make your day-to-day life a little easier. This month’s improvements are all about tacklingIntegrate Zia AI into Zobot with Support for Hebrew and Bot Context
Dear Zoho SalesIQ Team, Greetings. We would like to submit a feature request that would significantly enhance the functionality and intelligence of Zobot: native integration of Zia AI into Zobot scripts and blocks—with full support for Hebrew languageMail Merge: Need Transparent Background for Signatures
I'm using ZohoCRM and Zoho sign to send documents to customers to sign. We use zohoCRM's "Mail merge" option to create the templates. The problem is that those "Signature" fields have a solid white background so it looks like a stamp on the page insteadZoho Flows
Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.Zoho time tracking with automated screenshots
Time tracking option with automated screen shots would be an exeptuonally good feature, any plans to develop something like that?Sharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.Zoho Campaigns Forms not Responsive on Website
I have a mobile responsive Zoho Sites website and when I add a Zoho Campaigns form, it is not responsive. I have used the website code and ensured that the 'responsive' checkbox is selected. But, the form is not responsive to mobile. I have attached aOldest mail on top?
I am old, and probably missing something simple, but how do I flip my zoho mail so oldest mail is on top? Thanks in advance, and a HUGE thank you to the entire ZOHO team. You just keep getting better!Desk API to add or change commenterId to a comment
Please let me know how to add comments on tickets for different agents using the API. When adding a comment it will take commenterId but then ignores that and used the API agentId. Did not see in API docs which values are readonly. I pleased to see commentedTime worked for past times. Regards, GlennHow send a ticket attachment using the Sendreply API in Zoho Desk
API document references : you make use of the Upload file API and gather the attachment ID. This ID is be passed with the Send email Reply API to deliver responses with the attachment intact. Code template is as below: // ORGID ORGID = "XXXXXXX"; // MaskedFirst Insight - Find your Fields
The Wheels of Ticketing - Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users canAutomation#30: Auto-Update Time Entry to the Nearest 5 Minutes
Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a uniqueEmail adding to existing ticket
hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forwardHow to define different shift timings for each weekday in Zoho People?
Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek asadd two date range
Hi, How can I add two date range selections to compare two different column values in a single pivot view? I have attached a snap for your reference.Announcing new features in Trident for Windows (v.1.26.5.0)
Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Open .eml files in Trident. You can now open .eml files directly using Trident. This makesAdjust The max character in Specification Field
Is there another way to adjust the maximum character limit for the Specifications field in Zoho Commerce? I need to accept responses with fewer than 200 characters.Customize the Sign In And Sign Up in Zoho Commerce
Is there another way to customize the Sign In and Sign Up in website Zoho Commerce like this i want to customize to edit it like change the "Sign In" word into "Login Zoho Commerce" it is possible or other way to do that?Territories : Deluge and APIs
I am trying to work out how to filter a deluge query by territory eg "SELECT Total_Amount, Stage, Closing_Date, Created_Time, Deal_Name FROM Deals WHERE Stage in (" + varBaseCriteria + ") AND Territory = 'Territory1'" The problem being that TerritoryTidying up messes file system on Site
I'm been given access to a new site that's been managed by several different people over the years, each with different ways of managing images and files. If I move an image from one folder to another, it shows a missing image icon on the site's page.Move Archive Button in Zoho Mail to Main Toolbar?
Is there a way to add the Archive Button to this tool bar so I don't have to click the three dots every time?Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatURL field display value
Is it possible to give a URL stored in a project a display value, rather than showing the whole url? I have a lot of projects connected to issues filed on a separate site, each with a distinct URL. For example: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=40000need payment link excl. TDS Amount.
Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.CRM is very slow now
CRM is very slow now. Plz check ASAPNext Page