How can I ensure that emails sent and received in my Policy module also appear in the associated Account module under "Emails" ?
I'm working with ZOHO CRM and I have separate Policy and Account modules. Currently, when I send or receive emails related to a policy, they are stored within the Policy module. However, I want these emails to also appear in the corresponding Account
Unparsable Date when hour side is 02
So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We have
users api
Hello, I'm using the following in a custom script: response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/users?type=AdminUsers" type :GET connection:"zohocrm_users_read" ]; It successfully returns some user data BUT not all the fields listed here: https://www.zoho.com/crm/help/api/v2/users-examples.html#get-admin-user For example it returns "signature" for me, but not for all my other admin users, who all have a signature in place. Can you help please? Regards, Simon
How to Add a Contact to a Campaign Using Deluge Script
Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field is
how to add time to date on a highly customized quote - where to find the customized quote
Our highly customized quote generates on the quote the date, we want to add the time it was generated. We do not know where to find the customized quote in the CRM to do this.
Trying to add Products from Accounts subform
Hi, I have the following script to to add separate Products from a subform in an Account record. There is data in the subform, but I keep getting the error "No records were added". Please advise. string related_list.relateBuyerCriteria(String accountId)
Automatic field update for Date field with current date + 5 business days?
I have a custom module which has several stages, and each stage has a deadline. How can I go about updating the "Deadline Date" field to be the current date + 5 business days? Cant find a way to do this with Flow or Blueprints
How Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline
Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about the
UpdateRecord for contacts doesnt work from rule from another custom module
I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Assign CRM email template to CRM campaign record
In my CRM, I have an 'Event' type of Camapigns record for which my system sends confirmation emails. Imagine that I use the Campaigns module to track my business events. Ideally I could have a separate email template per campaign. I'd need something like
Deletion of CRM rows giving error
Hi, I am exporting data from a module into excel workbook. THis works fine... until...I export the same data 10 minutes later and I get duplicates in my sheet. There is code to "delete" the previous sheet but it is giving errors. The DELETION of records
Send an email with an attachment that is saved in a record
Hi, I am trying to send an email with an attachment from the record. I tried getting the file via InvokeURL and also I tried getting it via get relatedLists. I was able to get it, however that only returns the name and details of the of the file - not
Custom Fields in Record Rejection in CRM
In the reject Response Can I add any custom field?? The Use Case is as Follow When the Manager Rejects the Record he should be able to select the Department, Procurement or Pre-Sales And a task will be assigned to that department look into the rejected
Custom button to filter list
I want to have a custom button in the Leads module that can be a single click to filter the list view and only show rows that match a certain criteria (such as "the value of Audience field is Client"). I have been able to add a custom button from within
Zoho CRM Workflow Function Not Receiving Field Data – All Values NULL
Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flow
Function-13: Add Invoice grand total in words with the click of a button
Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used. In the US, period (.) is used as decimal separator where as in Germany,
Deluge function getRecordById is missing all Multiselect fields
I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);
Zoho Finance in CRM Missing Key Elements
When creating an estimate through Books for a customer to accept, when you add a line item there is the dropdown to "Add New Item". Which opens up a panel to link it to Inventory (if needed), and affects Purchase Orders being received, the items being
Zoho CRM Deluge - Converting a whole number like 10000 to £100.00
I have written a script that takes data from our payment provider and enters it in to a custom module. The payment provider provides the amount paid data in an unformatted state (for example: £130.00 is sent as 13000). My issue is, when a customer pays
Multi Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" with
Using Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newly
Update field with selected date, not execution date
Hello, I would like to know how to set up a workflow or function to return a selected date from a module and update the respective canvas field with that date. I do not want the date to be the execution date as the selected date can be in the future or
Getrecords in deluge can't get record which in approve process?
Hi , I found getrecords method can not get records which in approve process? Is it true or it something else?
Clear specific tag or tags from all leads
I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear
Can´t copy fields
Hi Im trying to copy the information from a registry in a module to a new one in another module, the following code works, the thing is, it does'nt copy the rest of information in the new registry, i'm learning Deluge in an autonomy way so, i don't now
Create a new contact when a new record is added in a custom CRM module
Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?
trigger workflow of lead from custom function of another module?
i am creating a new lead from custom function of a custom module name "Web Leads" but when the new record in created in lead its not running the workflow of lead . i have created a worflow in leads that send email when new lead is created. this is the custom function New_Lead = Map(); New_Lead.put("First_Name",name.getPrefix(" ")); New_Lead.put("Last_Name",name.getSuffix(" ")); New_Lead.put("Phone",striped_phone); New_Lead.put("Email",email); New_Lead.put("Lead_Source",lead_source); New_Lead.put("Lead_Status","New");
hour() deluge function always return 0, how to get hour using deluge?
I am trying to get hour from Date/Time field like this createdTime = lead.get("Lead_Creation_Time"); hour = createdTime.getHour(); info hour; // this line will returns '0' but the result will always zero, I expect it will return '13'
CPQ Quantity suggestion does not allow multiple products
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base
Identifying a collegue in remark section - Zoho CRM
When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!
Accessing Extension Created Functions
Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, however I have not managed to get this to work. I am attempting to send an SMS
Is it possible to load a Module with a filter pre-applied by the URL?
In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
Access Sales Order line Items in Deluge
Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn
Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
Linking an email to a Contact when the email is sent in deluge via sendmail
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
Customer Success Pipeline
Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active clients into ambassadors, or cross- or upsell active clients. I can't wrap my head
Simple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name
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