Theres been some requests about cleaning up existing phone numbers for leads/contacts.
To do this there are a few steps to do.
Step 1 - create a new Custom Function called "Format Phone Numbers Au - mass update"
(or what ever you want to name it)
Use the same code as the single run fuction and add a recurring "loop" section to the start of the code, and a small closing at the end.
The way I have it setup is to use the following opening code before Line 1.
Line 6 of the below code replaces Line 1 in the full code.
- string button.Format_Phone_Numbers_Au_mass_update(String leadIDs)
- {
- idList = leadIDs.toList("|||");
- for each rec in idList
- {
- a = zoho.crm.getRecordById("Leads",rec);
Then to close the function replace the final Map (line 208-213) with the following
- }
- mp = Map();
- mp.put("Phone",nph);
- mp.put("Mobile",nmob);
- update = zoho.crm.updateRecord("Leads",rec,mp);
- info mp;
- info update;
- }
- return "Success";
- }
This new function will take your selected list of Leads and then "for each Record in the idList will run the function"
Step 2 - Create a Mass Update Button in the List view of the Leads/Contacts Module
Go to Settings > Customizations > Modules and Fields > [Module Tab} > Leads
Then go the the Buttons tab > Create New Botton
Button Name: Phone Numbers Mass Update
Define action: Function
Select Page: In List
Select Position: Mass Action Menu (preview to see where the botton will be placed)
Configured Function: Select the function you created in the above step
Doing the above will create a new botton in the main list view for the Module.
To use the button you need to select the entries you want to run the function then click the button.
Step 3 - Create a custom View for your Leads/Contacts so that you have less than 1000
Zoho CRM Limits mass update functions to run for max of 1000 entries at a time. So if you have 10,000's leads you need to figure out how to narrow your view down to less than 1000 entries.
One way is to create a View with specific criteria like
Email starts with A - this will show all leads with email address beginning with A
If this is still more than 1000 then figure out how to reduce it further to less than 1000
Step 4 - Select all records
Select the check box of the view at the top of the Column. This will select all records in the current window.
Windows are limted to 100 records, so you need to select all 1000
You will then see a Blue text option to "Select All records in this view". Click this and all records will be selected.
If you have more than 1000 records in the view you wont be able to do the following step so make sure you've limited the view.
Step 5 - click the Mass Update button
Click the Mass Update Button you created above in Step 2. This will run the fuction for all the entries.
It'll take some time and entries will be added to the execution que. If you are interested you can check the api usage to make sure you keep your usage under the daily limit.
Step 6 - Figure out how to vary your list View for the next batch
Rinse and repeat Step 3-5.
Figure out how to change the View so you see the next 1000 batch but exclude the ones you have already done.
Step 7 - Finish
Make sure you remove the Button you created in Step 2, otherwise someone will definitily run it in future when you dont want them to.