Help to Copy data from CustomModule and Contact to Potentials Module
Hello, Our Challenge: We need help with the deluge script to update the Potentials Module with data from Contact when it is updated. We have a custom module ("Coaches"). It has a many-to-many relationship with Contacts. One coach will serve many contacts.
How do you edit Manufacturer's in CRM
Hello- How do you edit the manufacturers in CRM? See screen shot that has preloaded manufacturers.
Fetch input value of field for validation rules function
Hello, I want to validate a field in zoho CRM to make sure that the input someone is entering in that field is less than a variable that I created in the zoho deluge function. How do I get in the deluge function editor the input that someone put into
Use Zoho CRM or Zoho One as an e-mail client
Hello, is there a way to use CRM or Zoho One as a sort of e-mail client? I imagine this kind of workflow: the user login to his/her CRM or Zoho One account he/she can find and read all his/her email he/she can decide what to do. For example: reply to
Empty field-values in validation rule function
Hi ! I've written my first function in deluge script which acts as a validation rule of a field in crm leads. The function works but some fields are without a value, I've double checked the value exists. For example the system field entityMap.get("First_Name")
Filter Contacts by Account fields
Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, Rui
Need to trigger a workfow in Accounts module when a custom module is updated
Hi hoping someone can point me in the right direction - I have an Accounts module API (Accounts) that has various custom functions running through workflows that are triggered through create and update triggers. I also have another custom module called
Client Script addStyle - Which CSS styles can be set?
Hello I need to restrict the image size of the image on a canvas custom record page. I have set the id of the image to TestElement1 and I can hide the element using setVisibility or change it using setImage. However, when I try to use the addStyle function
Mailing list by Industry
Hello, Is it possible to create a mailing list by Industry? I have seen that it's possible to create mailing list, but it's only based on customer/ contact names, but not based on Industry. Idea would been collect mailing list with emails by certain industry.
Sending form lead to people in specific order
Hi I have form online link to my CRM. I was wondering if it was possible for people to receive the form or the lead generated by the form Exemple I have people A, B and C I want the 1st lead to go to A 2nd lead to go to B 3rd lead to go to C and 4th lead
Deluge Function to create a custom module is only working sporadically...
Hi I hope someone can help we have a Deluge function to create a custom module record when a Deal is created. recently this has only been working sporadically. I've also tried to recreate the function as a button to allow me to "manually" create the record
I want search which sales order line have specific product ?
Hi all, I want search which sales order line have specific product ? How can I do that via deluge?
How split a text field with multiple deliminators
Hi we have a module called Invoice Summary, that contains records that are send and populated from an external program, the one I am interested in is a text field (called "Product_Information") in each individual Invoice Summary which is automatically
Function to email all Contacts related to Account in a single email?
I've successfully created a function that will email each Contact related to an Account (or Company as it is labeled), but am seeking help to improve the function. I would like to do it as a single email from the Account Owner where all contacts are
Create Zoho Books Estimate entry on button click from Zoho CRM Deals module
Namaskaram everyone, Please click here to see our detailed steps to create Zoho Books Estimate entry on button click from Zoho CRM Deals module. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects
ZohoCRM tracking prospects visit to website
Hello New to ZohoCRM, was previously using Hubspot and they have a feature that if one of your emailed contacts visit your website (via website tracking), in their Contacts page, you were able to see that person's visit to your website (last visit date,
Custom Button to create a new module entry for the same account
HI, from the Deals module i'm trying to create a new module entry into a custom module called "production" This would have the same account and contact details as the deal while also linking back to the deal. I have been referring to them as jobs, and
How to use button to mass/bulk update field values in picklists
Hello, I want to create a button with a function that will mass/bulk update field values in picklists. So I created this function… mp = Map(); mp.put("Name_Of_Picklist1","NEWVALUE1"); mp.put("Name_Of_Picklist2","NEWVALUE2"); update = zoho.crm.updateRecord("Contacts",contactID,mp);
Workflow to trigger function
Hi, I setup a workflow to trigger a function when record has been created. If I create record manually.workflow work correctly. But When I create record by functions.workflow can't trigger function. Is it true or I miss something?
No permission to execute Function (with all permissions)
I've been getting the same error after executing a function, which updates the currency exchange value on Company Details via restAPI. The error is the following: {"code":"NO_PERMISSION","details":{},"message":"permission denied","status":"error"} Since
Deluge script not working for validating a single line field
Good day, I have created a function to validate a field in the contacts module. However, it doesn’t seem to be working and I can not find the reason. In South Africa, our unique identification number is a ID Number. I am using that as the unique identifier
openUrl is not working when I using deluge function in zoho CRM
** I am trying to open url mention in openURL funtion in Zoho crm usig deluge but not able to succeed. ** toReturn = "";
criteria = "Phone:equals:".concat(phone_number.toString());
response = zoho.crm.searchRecords(module,criteria);
if(1 < response.size())
{
Workdrive for CRM Extension in CRM
We just installed the Workdrive for CRM integration and it is wonderful. I like that when you add a file to a DEAL record, it creates all the associated folders in the ACCOUNT Workdrive folder. I also like that when I create a new account it automatically
Function-14: Get record owner details inside a record with the click of a button
Welcome back everyone! Last week, we learnt how to display grand total of Invoices in words. This week, let's look at a custom function that helps you fetch the details of a record owner inside a record with the click of a button. Business scenario: Lot of factors lead to a winning deal. Besides the obvious of being the first of the vendors to reach out to a prospect and closely following up without overwhelming the potential customer, and arranging for timely presale support, the processes followed
Combine multiple records into 1 subform entry
I'm wanting to combine multiple records into 1 subform line on another record however there's a catch. Here's what I need to do: Let's say I have 5 records, each of them is linked to a product, however there are only 2 products among the 5 records. i.e
InvokeURL - Execution exception : 'Error due to - 'Internal Exception''
I want to be able to download an image/pdf from a url and attach it to a record in CRM. My code is as follows: file_attach = invokeurl [ url :imageurl type :GET ]; info file_attach; file_attach.setFileName(file_attach_name); new_attachment
Need help: [Convert] Button to trigger a workflow or custom function
Hi, I have a "Convert" button where the Sales reps can click on to convert a Lead to Contact. However, I'd like our Sales reps not to be able to convert a Lead to Contact if the lead's email address is blank. Still new to Zoho, so I could really use your
Deluge - Get last record created after created it from a custom Function
Hello people, I did a custom function to create a new quote from a deal everything is good except at the end when I try to redirect my user to that quote he just create by clicking this button that button is running a function that grab all the information
Custom function for closing date
I am looking for some help to create a function that will update a closing date of a deal to match the date of a custom field in a deal called "event start date".
Need solution to update date field to today's date if checkbox is selected
Hello, In custom module named "Employment_Activities", I have two fields - "In Progress" which is a checkbox and "End Date" which is date field. I need a solution so that when "In Progress" is 'true', "End Date" is updated to today's date. From there
Adding Attachment to Mail using Send Mail API V2.1in Zoho CRM
I am trying to create a custom function where it sends a template email using the Send Mail API for version 2.1. In the structure, I would like to add an attachment which is available inside the record. In API 2.1, one can add in attachment by providing
Want update a date field based on most recent email date
I want to automatically update a date field in a Contact when a new email is attached to that Contact. This is a field created for the Contact layout called "Last Outgoing Contact". I created a function to do this, but it doesn't appear to work. //access
Mail Merge fails on the email stage with error code 1003 when called via API
I am trying to create an automated Mail Merge that executes when a specific field in a Zoho CRM record is updated. The mail merge attaches the merged All goes well until it reaches the email stage and gives me an error 1003 on the progress page. The file
Automatically create a deal
Hello, I would like a help how to create a new Deal automatically when a new account is created. In my company process as soon as a new software trial is applied a new account is created. So we do not manage so much the lead module. Please help me because I have already researched and I did not find any way to solve it. Thanks PC
Fetching Sub Folder with Deluge
I have written some script in Deluge to fetch a folder dynamically via a custom module, then save a merge file in the folder from the deals module. I have that running perfectly now. The problem is I actually want to save the file two levels deeper in
Update 1 field on all Accounts on an hourly basis
I have a field in accounts, relabeled as "Docks", that I would like to automatically update for every record in "Docks" every hour. The field, "Current Lake Level", is then is a part of 2 formula fields also in "Docks" that show how soon a dock adjustment
Adding Multi-Lookup references in Deluge
How do I assign new multi-Lookup references using Deluge? I have a multi-lookup field in Deals that looks up multiple Accounts (which I've renamed as Entities). I need to be able to assign multiple Entities to a deal in a via Deluge, but I cannot find
CRM feeds show at mentions
Hi, can you please add a UI improvement so we can filter to see (at) mentions in the CRM feeds? So much noise in a modern crm, need to be able to find what colleagues are talking to me. Did a mockup for you in the photo, simple UI adjustment that saves
Using Zoho CRM function to upload files to Google Drive folder
Hi, I am looking for a way to automatically upload files (Attachments in modules) from ZCRM records to a specified Google Drive folder. Is this possible using the functions in Zoho CRM?
Custom Functions - Subform - Create Record
Hi, I am using the code below to create an invoice within the deal record, this works, however I would like for it to take the data from a subform, and this is something I am struggling with, can anyone help? My subform is within the deals module and
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