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
Different Domain Name Sync AD Password to Zoho Mail
Hello, may I ask if how to configure or is possible to sync AD password to Zoho mail? Example AD domain name is xaxis.net and zoho mail domain name is yaxis.net.Announcing New Features in Trident for macOS (v.1.19.0)
Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data StorageUser manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source whereDisable fields in multiple subform rows
Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/deleteDeal Product reference
Hello All, I'm trying to use Zoho Writer to dynamically create a statement of work document. Our statement of work is heavily dependent on what products are included in the deal. As such, I need to be able to add or remove sections of text depending onHow to record the Customer Payment received against previous year invoice
Hi . How to adjust the receipt of this payment in customer account statement received for previous year invoices, which are not there in the statement with us. Because it is showing as prepaid expenses or unearned revenue Advise Thanks radhaDiscripency in inventory adjustment value and FIFO cost lot tracking report report
In zohobooks, I have added 200 bag of itemA with unit rate is Rs.1408 as opening stock on Apr01/2025, after that i make a inventory adjustment for 100 bag that I transfer to stock in process account, after that I make a purchase bill for the same itemHow do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? JohnZoho FSM API to search Zoho FSM Assets by Asset_Number?
How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.htmlSync Creator form submissions to WorkDrive folder
I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, butAdd Voting Polls Feature Similar to WhatsApp to Zoho Cliq
Hi Zoho Cliq Team, Hope you're doing well. We are using the Voting Polls feature in WhatsApp (see: WhatsApp Voting Polls FAQ), and we believe a similar functionality would be extremely valuable in Zoho Cliq. Currently, when our teams want to quickly gatherZML Snippet: Auto Refresh Section
Is there a way that I can set an auto refresh on each of the ZML snippet only and not the entire page? Just wondering..Availability of the Custom Sort Order feature for Windows and Mac platforms??
Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,Have you checked your Email headers for DKIM Failure?
Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showingWizard Form
I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard). Having the option to create up to 3/4 segments per screenPivot Table - Zoho Analytics
I'm creating a Profit and Loss chart in Zoho Analytics using the Pivot Chart feature. While Net Profit can be calculated using the total value, I also need to calculate and display the Gross Profit/Loss directly within the chart. To do this, I need toFetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), butClone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks soAdd Sequential Processing Option in Zoho Flow
Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completedZoho Sign URL cannot be embedded in an iframe on the React side.
The Zoho Sign URL cannot be embedded inside an iframe within a React application (or any web application) because Zoho enforces a Content Security Policy (CSP) that explicitly prevents iframe embedding from external origins. When attempting to load theZoho CRM Developer Series - Queries
Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curiousCan Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile viewMass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aare Zoho Meeting and Zoho Webinar two separate products?
hey all, i'm new to Zoho One and I'm trying to figure out what's the best platrofrm to do a Webinar for my subscribers. I see that Meeting have a Webinar option, but i see there's also a separate product (?) called Zoho Webinar. Are these two actuallyVery Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all.
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all. Requesting you to work on your improvements. Otherwise this will give a very poor experience. Thanks,Enable Native Zia Integration in Zoho Mail Without Requiring OpenAI API Key
Hello Zoho Team, We hope you're doing well. We would like to request a feature enhancement for Zoho Mail's integration with Zia, specifically concerning the AI-powered capabilities like: Auto-complete sentences Generate email content Summarize email Currently,Email policy not working?
Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in MailOne notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were onlyAdmin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?Why can't we change or delete the first page of a Zoho PDF?
I've noticed that it's not possible to move or delete the first page of a Zoho PDF, why is that?Latência
Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? pingHow to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying toTop Menu Disappeared from Blog Page
Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.VOIP integration
I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?Add "Ask Zia" Functionality for Report Creation in Zoho Desk
Hi, How are you? We’ve noticed that Zoho CRM offers a very useful feature called "Ask Zia", which allows users to enter natural language prompts to generate reports quickly and easily using Zia's AI capabilities. Currently, Zoho Desk does not supportCompensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.I can't use zoho in my personal computer
Facing error on monitor Oops! An error occurredMy Zoho Account Not Working, Suddenly its stoped
Hello Team, our company email account is not working, we are not receiving email. Website: www.urgentdubaivisaonline.com Email: social@urgentdubaivisaonline.comNext Page