Zoho CRM Workflow Custom Function Reload
Hi All, I've created a Workflow Custom Function for our CRM that is working properly. The custom function is designed to update field values on the current record. Example: Record 1234 has 3 fields, a lookup and 2 text fields (that get populated by the custom function based on what the lookup value is) Fruit (Lookup): APPLE Color (text): RED Type (text): FRUIT My Question: The custom function works properly, but after saving the record, I have to reload the record in order to
How to copy one field to another when a condition or other field is checked off
I have never used Custom Functions. So if anyone has experience in this, please assist on this. I want to be able to have one main address listed and a separate address listed if different from first. But I need the second address filled out automatically (copied from first) if it is not different. This is commonly used when checking out on an ecommerce site when billing and shipping are different. I need this information to be exported to a form out of Zoho. I don't want my users having to manually
Contacts - looping through child custom module records
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've tried CustomModule1_ID and ID but the idStr parameter is always returning as null I've tried GetRelatedRecords and SearchRecords but to no avail. Could you provide some assistance to allow me to loop through all my customModule record, update one
Copying Date fields
Hello I want to copy the value of a custom field called 'feestDatum' which contains a date to the Deals Closing Date field (or stop datum in my language). I created following function, which isn't working: void Untitled_Function3 (int potentialId, date feestDatum ) resp = zoho.crm.updateRecord("Potentials", input.potentialId, {"Stop Datum" input.feestDatum}); This returns an error: Error at line number : 1 - Mismatch data type for function zoho.crm.updateRecord at argument index 2 expected data
Help with a Custom Function to copy field.
I have two field in Leads Module. Field 1: Sales Agent Field 2: First Sales Agent I am trying to write a function that copies Field 1 in to Field 2. (I will use the function with Workflow, as soon as Field 1 is edited to execute the function) Here is what I have so far, but the function is showing Error: agent = zoho.crm.getRecordById("Leads",input.agent_id); sales_agent = agent.get("Sales Agent"); if( sales_agent != "" ) { leads_map = new.map(); leads_map.put("Sales Agent" , "First Sales Rep");
How to get last sales order of a contact?
I need to get the last sales order placed by a contact in my custom function. What is the best way to get this?
How to fetch product line item in order module. ?
Hi Team, I have a issue in Zoho CRM. How to fetch a product line items ( quantity field ) in Sales Order module ? For that i have written the below code but it shows error. Please check it and let me know. I am attaching the error also. Code : void test(int order_id) { respMap = zoho.crm.getRecordById("SalesOrders",order_id); productDet = ifnull(respMap.get("product"),""); info productDet; qty = ifnull(productDet.get("Quantity"),"0.0").toDecimal(); info qty; } Waiting for your reply.Hope will
List of potentials with no Task assigned
Hello, I have a custom function that creates several tasks and assigns them to every potential in this list: PotentialsList = zoho.crm.searchRecords("Potentials","(RunWorkFlow|=|True)",0,100); I would need a second condition to be met: that the potential does not own any other task already assigned to it. Only Potentials with no Tasks should be included in the list. How could I achieve the list of Potentials with no Tasks assigned? Thanks in advance!
GetUrl return
When I try resp = getUrl("https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=...&scope=crmapi&type=AllUsers"); pasted my authtoken instead dots I receive this information: {"response":{"error":{"code":"4834","message":"Invalid Ticket Id"},"uri":"/crm/private/json/Users/getUsers"}} What could be reason of this?
Add Contact to Campaign via Custom Functions
Hello, Is it possible to Add contact to a Campaign using Custom Functions in Zoho CRM? For example, when UTM-Campaign in GA is: Facebook, CPC, then add contact to campaign: Social paid. Thanks!
CRM - Variable Data in Email Templates
I work in a wedding planning studio. When a new prospect comes into our studio we ask the bride/couple to fill out a walk-in form indicating which wedding vendors they still need for their wedding. I have attached a copy of the walk-in form at the bottom of this post for reference. There are 27 different vendor categories the bride can choose. For example Caterer, Florist, Photographer, Tux, etc. Each vendor category contains 1-5 vendors. A bride can choose 0 to all 27 categories depending on her
What's Latest in Zoho CRM
The latest enhancements in CRM include the introduction of Zoho Cliq integration with Zoho CRM, Gmail account configuration using Gmail APIs and auto-merge of duplicate records. Read further to learn more. #1 Bring the sales context to your chat window with Zoho Cliq for Zoho CRM Zoho Cliq integration with Zoho CRM offers the sales context to your chat messages so that you can share information with peers on chat directly from your CRM. This integration will also create a chat bot called "Zoho CRM"
Issues with Unsubscribe Mail Merge Tag
Hello, I have cloned a customized template we had in Zoho Campaigns, inserted and updated the mail merge tags for unsubscribe and to update profile, and copied the HTML code into a customized template found under setup in Zoho CRM. My goal is to use this template as a follow-up email to a Zoho CRM Webform we are using on our website. No matter how many times I try, I can't seem to get the merge tags to work. Any suggestions?
No more option to record the description for the call
Hello, We have just noticed that there is no more option to record the description for the call. No such an option any more in the Create Call dialog however the field exists and available. I asked the support via chat and received a response that this has been a normal behavior now since the last 2 days. And, to record the description, we have to firstly create a Call, then go and edit description in it. WHAT? Is that serious? Have you ever tried to call clients and register call using Zoho CRM?
Using CRM and Books for Donor Management
Hi, We are looking at using CRM and Books together for alumni / donor management for a school. I see how we can adjust CRM fields to work: Account = Family Contact = Students, Parents in each Family Potential = donor for endowment potential, annual drive potential Campaign = Alumni class of 20XX, Gold Level Donor We can use Zoho Books to collect donations and pledges. However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history. For example, I
Mail Merge in Wirter no longer works
Since sometime in the last week or so we have found that every attempt to mail merge results in the attached error. "There was an error in creating merged documents please try again later" This is happening for all our users regardless of what machine they use. One of our users wasted a ridiculous amount of time with online support yesterday and in the end had to go home so ended the support call. I'm posting this here in the hope that others with same problem might acknowledge it and hopefully provide
How to avoid duplicates in custom modules
I am using the Zoho CRM API in a VB.NET program and have been successfully inserting records into modules, using the duplicate check feature such that records are either inserted or updated as appropriate. The records to be inserted/updated are in the form of a daily csv file - some new records, some existing records, but none of them have Zoho IDs. The challenge I now have is with custom modules – I understand that duplicate checking is not available in custom modules. So my plan is this:
Problem with InsertRecords on module PurchaseOrder
Hi ZOHO CRM community, I have a problem with an API call on purchase order module, and the ZOHO support doesn't ( or can't) help me. Using the following URL ( yes the zoho account is @ zoho.eu) https://crm.zoho.com/crm/private/json/PurchaseOrders/insertRecords?scope=crmapi&newFormat=1&version=4 With the post parameters : authtoken : <my auth token> xmlData: ( with correct products ID and VENDORID) <PurchaseOrders> <row no="1"> <FL val="Subject">TEST</FL> <FL val="VENDORID">xxxxxxxx</FL>
Record of mail merge
When I merge a document such as a letter using the Microsoft Office plug in, or Zoho Writer is it recorded somewhere in the contact or lead record?
Time taken on a task
I notice that you can record the length of a call, but not an event or a task. When a potential progresses from beginning to end it is just a series of tasks/calls/events in a process. I have most of it automated depending on the type of sale and triggered by updating the sales cycle field. It follows that you should be able monitor the time of each of them so that you actually know how much time you spend on each potential. This gives an idea of profitability of each potential. I would think this
Task Owner not showing up in tasks
Hello, We are having an issue when using the Zoho CRM App with Tasks. We are creating a task from the App, but not all of the people who have a Zoho account are then coming up on the 'task owner' section so we can't assign the task to the relevant person. Can you let us know how to fix this please?
Tip #12: Automate the generation of leads via social media
Hello everyone! We are back this week with a new tip on social selling. Please refer to our previous tips here. Social media is undoubtedly a gold mine for business prospects. It can be a really effective lead source, but only if you reach out to the right people at the right time. With Zoho CRM, you can ensure that you do not miss out on any valuable prospect from social media anymore. This is achieved by setting up what we call "social automation rules". These are just like your regular workflow
Contact Alerts
Hi, Is there a way within Zoho CRM where I can be notified that I haven't reached out to a contact for a while and the system notifies me of that? I want to stay in contact with people but I have so many contacts it is easy to lose touch. I'd love to have a way where I can tell the system to notify me (in certain intervals like monthly, quarterly, etc...) to reach out to certain people. I would appreciate any help. Thanks - Eric
Newly created Group does not see profiles on phone app
Hi There I have created a new Group named doctors and cloned the Admin .The problem is that the assigned users (the doctors) can not see the system profiles under this group on their handheld ZOHO APP.I need help on how to restore this capability for this group.I have allowed all the necessary permissions for them to view,create,add,delete profiles. please help Thanks Adrian
Send data from Zoho CRM to Teamwork Project
Hello everyone, I created a function that is supposed to set up a milestone in Teamwork Project (from teamwork.com) but I can't make it work. I don't get any response code so I'm kinda stuck here, can anyone tell me what I've been doing wrong ? Here is the Teamwork doc, and the milestone reference. I noticed that Teamwork expect the POST request to be made with HTTPS, but the postURL doc from Zoho doesn't say anything about that, can it be an issue ? Thanks in advance Oh and here is the code : createTeamworkTask (string Quote_ID, string Auth, string Project_ID )
How to view overdue tasks in custom view?
I am creating a custom view for the Tasks module. I want my users to see all their tasks which are either due today or overdue (due yesterday or earlier). I can't see this as an option against the Due Date field and I can't edit the '${TODAY}' value. Can you help please?
One account, multiple companies.
Hi, Some of my projects involve multiple companies. How do I create one single account for a particular project containing contacts from multiple companies? Also there is a major time lag when I send mails to clients, also the reply mails are not received in the zoho crm, only in my mail id. Kindly provide me a solution to the issues above. Thank you.
One Company, has multiple locations
New zoho user. Not sure if I overlooked the information, but I am trying to add a business as a lead that has multiple locations. Trying to avoid having multiple leads with the same business name. Also, I see that you can add contacts after you convert to an account, but can you add multiple contacts when it's only a lead. Can someone help?
Fix Bugs, Implement Suggestions Instead of Adding More Modules
I have been using Zoho CRM now for 2 years. During that time, I have submitted bug reports as well as suggestions. While most of the bugs that impede operation do usually get fixed, the smaller bugs and suggestions usually don't. I understand, that every company has limited resources, but I wish that Zoho would take some of its resources it uses to create more and more modules and fix even the small (but annoying) bugs, and implement user suggestions. Just my two cents worth ... Oliver
Zoho Outlook
Hello, I have account owners who are restricted (in the modules permission) who can only see accounts that they own. They linked Zoho with Outlook. When they go to add in a contact and assign it to an account in Zoho, will Zoho know to link that contact with that account name, even if they don't spell the account name exactly word for word the way it is in Zoho? Also, if they have a contact in outlook that they are adding that happens to be for an account that they do not own, will Zoho at least
Customizing Zoho for an Insurance Agency???
Good evening, I own a small boutique insurance agency, we are looking at Zoho seriously, however during our testing phase we are not sure how to enter and manage our individual policies with each client. I would have assumed it would be under product, however there is either a user error (ME) or the product module is not going to work. The reason... I want to be able specific and unique information for each client including policy number and the rest of the info... to use the product module would
Workflow Rules and Read Only Fields
Hi All, I'm running a workflow rule to update a particular field on one of my modules. The field, ideally, would be read-only (user can read the value that the workflow rule sets the field to, but cannot change the value). Is the workflow rule able to set the value of that field even though the field is read-only, or do I have to make it editable? Any other way to accomplish a similar end goal? This script is a workaround in lieu of Zoho having formula fields that could display a value from a parent
Changing Contacts to different modules?
Is there a way to change a contact to be in the feeds module or in the lead or feed or accounts. Like an individual contact can I transition/import them through to different modules? If so how do I do that?
How to associate 1 contact with multiple accounts?
We have situations where one contact may own or need to be connected to multiple accounts. How does one manage such a situation. Thanks, Brad
Calculating Day difference between two Date Fields
Hiii Viewers, I have a doubt to calculate the difference between two date fields. Example, datefield1 = 01-Aug-2017 and datefield2 = 12-Sep-2017. Now how can I calculate the difference between these two date fields. Thank You
Zoho CRM activities in Gmail GApps
Hello, Is-it a way to show Crm activities into Gmail-Goggle Apps (for exemple sync Zoho task with Google task). Thank-you, Regards.
The E-mail Deny option has been enabled.
Good morning, I'm trying to send email, but a message appears warning: "The E-mail Deny option has been enabled." What can it be?
Creating views based on month
We have a need to create a view with products that are sold in the month of march, and so on... is there a way to filter this out. We have been using the date field with the hopes it could be used.
How to remind customer / account for replenishing their consumable product using last invoice date ?
I sell consumables for various business. I would like to send a reminder 30 days from the last invoice date of an customer / account. Any easy way / ideas to accomplish sending a remainder email to my customer 30 days from their last invoice. I am proficient in Zoho API as well, but have challenges on doing the above. Looking for some pointers / ideas to start coding it . Doesn't seem that they have an out of the box funtionality to accomplish this easily. Also, multiple field search query (where
Contacts not associated with any campaign.
Is there any way to see all the contacts that are not associated with any campaign in Zoho CRM?
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