Attach Zoho Workdrive folder to Deal using Deluge
Hi I can attach a new file to a Deal using deluge function: file1 = invokeurl [ url :"https://workdrive.zoho.com/api/v1/download/xxxyyyzzz" type :GET connection:"zoho_workdrive" ]; upload1 = zoho.crm.attachFile("Deals",deal_id,file1); where xxxyyyzzz
Function needed for a custom button that can close overdue activities in leads
Hello. I need a function for a custom button (List View - Mass Action Menu) that can close overdue activities in leads. I've tried this but the arguments are wrong apparently: Argument: leadId = Leads - lead Id Function: relactivities = zoho.crm.getRelatedRecords("Activities","Leads",leadId.toLong(),1);
CRM Calendar to Personal Calendar - Sync Recurring Items
Recently I became aware that adding recurring items to our CRM calendar and selecting options to additionally add those items to a ZohoOne "mail" calendar or "shared" calendar or "personal" calendar, only adds the first occurrence of the recurring item
Background Color Themes in Zoho CRM
Hello, I am aware that I can change the background color by using the following path: Click Setup > Personal Settings > Theme. However, I can only seem to change the background color too: Default, Gray or White. Is there any possible way I am able to
Alert message inside custom function
how I can show an alert inside the custom function or popup notification? when I use alert inside the custom function it shows this error. Any solution on how can display alert messages related to a custom function on the record page?
Mass Merge Custom Module with 'Contacts' Module with attachments and notes
Hi there! In our company, we have two major departments, 'Students' and 'Migration'. The 'Student' department have always used the 'Contacts' module as their major module and kept it separated from the 'Migration' department. On the other hand, the
Automaticaly generated Purchase orders
I have tried to simulate how Sales order, Inventory and Purchase order are connected and I have noticed the following: The purchase orders are not automatically generated when I select a Vendor, based on In stock level, reorder level and Sales order qty. If the sales order qty of an item is higher than stock level, the programme should generate automatically a purchase order to respective vendor for missing qty. And that is not happening. I can not believe that I should print a sales report first
Update a custom field in a Deal when a task is created
Hopefully somebody can help me... I am trying to use a custom function to update a custom field in a Deal when a task is created that is related to that Deal. The function is firing ok because I have sent myself test emails but it is not updating the
Web Form Field Entry Verification
Need to improve zoho crm web form fields validations. Need java scripting help to verify correct data entry in fields. Any assistance will be appreciated. The form generated code need improvement! Fields needing verification are: 1. Correct phone number
Migrating From HubSpot
I am setting up ZOHO CRM and running into something I don't understand. I have multiple users is HubSpot and want to set up ZOHO CRM to recognize that certain contacts are already have assigned contact owners. I assumed I'd create a pick list and add
Change field to read only based on another fields value
Hi I need to make fields read-only to standard users once the field has been populated and saved. Cannot seem to do this via a workflow or layout rule. Can this be done via a custom function? Can you set field properties using functions? following is
Function #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
Barcoding in CRM
Is there any way to add a field in CRM contacts or deals that would allow us to scan a barcode to populate data for that field? I would like to track checked out samples with customers and would like it where staff can simply scan a barcode on the sample
Problem with the link in a related list
Hello I create a related list in CRM. The row should contain a link to another webresource. I add a row using the default FL tag: response = response + "<FL val='Folder name' link='true' url='" + link + "'>" + folder_name + "</FL>"; Everything works
Delete call records if they don't have a Result
Hello. I use voip telephony to call from Zoho CRM. When i call it's required for me to create a call record. But i don't want to save some calls, so how can i automaticlly delete the calls, that don't have a Call Result field (it's empty)? I think using
Help with writing deluge function
Hello guys, i am working on wrting deluge that his scenario says: when a lead is on status "Not Qualified" search the related scheudle calls and change their call status to "Cancelled" unfourtently its not working somebody can help me about it? i am attaching
invokeurl vs getUrl
Hello friends. I am trying to get some data from the following url https://www.cma-cgm.com/local/argentina/tariffs-rate-of-exchange I've tried these 2 methods invokeurl and getUrl but I can't get the information, any ideas? for both I get this: <html><head><title>cma-cgm.com</title><style>#cmsg{animation:
update a tag in another module?
Hi Community, I have tough question. Is it possible when I change a stage status in Deals, can it add a "Tag" to the Opportunity module? Thanks in advance Stanley
How can I create workflows for existing contacts without needed them to do an action?
Hi, I'm trying to update fields for 2,300 contacts with several different rules to update the data. I've done this several times in Hubspot, Salesforce and Dynamics 365 using workflow rules or automated tasks. When I go to workflow rules in Zoho and I
Automatic access to related records with Territory
Here's my situation: An Account record has a custom lookup field "CSM" that is the client manager. When the Account becomes a "client", the Account is automatically added to a CSM's Territory via rules. The CSM can then access the Account, Contacts,
Extracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.trp.com.ar/atencion-al-cliente/ti
Extracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.maersk.com/local-information/latin-america/argentina/payment
Zoho CRM and previsional load and previsional invoices
Hello @support , I was wondering which way is the best to deal with : Previsional invoices > how crm ou books should handle previsionnal invoices ? Previsional load > we sell service and we should plan our people on various mission. How
Create # of records to match number in a field, i.e if Qty = 3 create 3 records
I'm writing some code which creates records in a custom module from a subform. Currently the code creates 1 record per entry in the subform. What I want to do is take the quantity from the line in the subform and create that number of records. I.E If
Trigger workflow when lead converted
Hey guys! I would like to create a record on a custom module based in some information stored on lead record. Is there anyway to trigger a workflow when lead converted or should I create a custom lead converting function in order to make it happen? Tks
Zoho CRM Meeting - access participant list via outgoing webhook
Hi We have a webhook been fired , when the meeting is created inside zoho CRM. What is the way to add 1 . Participants emails in the webook as a parameter thanks AJ
Automatic Deleting a Lead
Hello, I understand there is no straightforward way to automate deletion of a lead (that is, moving to Recycle Bin)? I'm using a service which mostly syncs junk leads to me. They name all leads in a standard way so I can set up a workflow rule to mark them as junk but I see it would be more efficient to move them straight to the Recycle Bin. I look them up in the service in question, anyway, so can manually fish the rare good ones out of that Recycle Bin as needed. Just less work for me this way.
Auto create deal's events on CRM calendar with specific text name
Hi there, I was wondering how I can add specific text when I create deal's events on the Zoho CRM Calendar via deluge workflow. With the code below, the events title on the calendar would be [Deal's name]. However, I'd like to add specific text before
Uptade the value of a field based on the selected look up record
Hi, Could you let me now how to "copy" the value of a field depending on the look up field record selected? For example: in the "Products" module, I have a record called "Product 1" with the price field set as $1,000.00 and then I add a new Deal with
Auto Add products to Deal/Opportunity
Hi All Looking for some help. I am looking to auto add products to a deal based on additional fields within the system. E.g a Picklist box that says transfer or register, depending on the outcome will associate the relevant product to the deal. I have
Error
We have added one custom function and running that in the workflow but following errors we are getting please look into this and suggest what we should update in the code. Task: - If any record is Created/Edited in the Contact Module contact's account
Is there a way to edit the default Merge Criterias?
In the find & Merge Duplicate for Lead/Accounts/Contacts, is there a way to edit the default Search criterias? or even remove some of them, like it shows Fax on mine. I have to go and set them up to none all the time, because all I'm looking for is the
Outil prévision ZOHO CRM
Bonjour, Dans l'onglet "Prévision" de zoho CRM nous nous demandons à quoi correspond la colonne nommée "réalisations prédites" --> Es une formule spécifique ou es une prévision pure basé sur les précédents résultats ? Merci d'avance, Mylene
Subform > Disable user from being able to edit price
Is there a way to disable a user from editing the price of a product added to a subform without blocking their permissions? If you block permissions that the field cannot be pulled into Templates which is still needed.
Using the Rollup_the_Potential_Amount_to_Accounts function - not working
Hi I have a custom function using the above code from the Zoho automation guide (link: https://www.zoho.com/crm/help/automation/custom-functions-programming.html). However, it's not working - the amounts are not being rolled up. The only thing I can see
Viewing Every Zoho Desk Tickets raised by the Several Contacts Related to a Deal in Deal Module
Hi Team, I added the Zoho Desk related module in CRM and I want to see all the tickets raised by the multiple contacts belonging to a deal under a Deal Module > Zoho Desk section. I tried to add two contacts to a deal and I can see only the tickets raised
How to assign user who presses button as newly created record owner
Hello, I have a Button/Function on the Opportunity module that creates a custom record called "Pro Forma". I would like for the Owner field on the newly created Pro Forma record to be the user that initiated the creation via clicking the Button. Here
Permissions Issue When Using Integration Action in Deluge
Hey! Having issues with the zoho.crm.getRelatedRecords function in Deluge. Trying to get a Zoho project ID providing a Deal ID, but I get either an oAuth scope mismatch or an error regarding the method. Seeing as it is an integration in deluge, I shouldn't
Could I have some users in Professional and others in Free or standard in Zoho CRM?
I have 1 sales person, other that will imput and create accounts in the moment that they buy something in our offices. and the rest of the team are just read only users. I need Customized fields. Do I need to pay to everyone the professional Edition in
Regarding Zoho CRM
Dear Team, I want to update the subform field in Zoho CRM. when I select the selected course the fee amount should auto-update. here I am attaching the code please go through it and guide me on how to rectify that
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