How to find customer product wise or save contacts product wise ?
In zoho crm
associate contacts on account to a deal
is there a way to automatically associate all of the contacts on an account to a deal when created? maybe through a function or workflow?
CRM Function Gallery doesn't have any functions in it
I may have misunderstood, but I thought there'd be some pre-built functions in the gallery that I could work off of. Did I misunderstand that? My function gallery is empty.
Adding Further days to an existing date
Hi, Im looking at a function that when a blueprint is pressed I want to add a further 30 days to an existing date field, now I know how to add currentdate+30days but that isnt what Im intending to do e.g Date field is 01/05/2022 but once this blueprint
Developer Space Functions Showing Associated Even After Removing Association from Workflow Rule
I have struggled with figuring out how to properly disassociate a function from a workflow and subsequently delete the function. Case and point, attached screenshots show the function "Employment Field" associated to an automation action when it is no
CRM Custom Fields sort
is there a way, in functions, to pull the list of a CRM module and sort it by one of the fields contained within it so that you can use "for each" to go through the list by that field? I am trying to sort my list by one of my custom fields so that I can
Beginners guide to connecting to external services via API
I am ok at writing functions, connecting to existing services and the likes from CRM. The bit that completely escapes me is how to set up a new service. I have read documentation and forum posts, but I just can't seem to get my head around it. Does
How to add auto incremental number in formula
Hi there, I don't know if this is possible but here it goes: I need to create a custom field for Deals so every time a Deal is created it has its own unique code, which is made of the first three characters of the Account name + an auto incremental number. Let's say the Account name is John Doe, the first Deal to be created would have the code JOH0001, the if another deal using the same account number is created, its code would be JOH0002, and so on. If another deal is created but form another account,
Left Justify template email
Is there any way to left justify a template when sent out as an email? My team's email signatures sit on the left side of the email/page, so when templates are sent out and sit in the centre they end up looking a little odd. The only solutions I have
Map Zoho Deal Fields to Zoho Invoice Custom Fields
How do I map custom Invoice fields to Zoho CRM Deal Fields? From within Zoho Deals, I can click "+Invoice" but then I have to manually put in all the information on the Invoice, even though all the values exist in the Deal. Can I map Deal Fields to Zoho
Code to Copy Data from one module to another module based on Look Up Field Value
Hello all, I know this topic has been discussed, but unfortunately I could not make it work. I need the following - I have two modules - Module A with Record A that has Field A1 and Field A2 Module B with Record B that has Field B1 and Field B2 In Record
Connecting Deals and Products
Hello. I have connected Deals and Products. But what I am missing is when I choose from Deals the product that I want, for the Deal to take the price of the product automatically, and then follow the whole pipeline. eg In Deal A I select product 1. That
Update a field in Contacts from a custom module
Hi, I have this function which works very well. It updates a date-type field in Contact from a custom module. custinfo = zoho.crm.getRecordById("Vingo_Ride",custid.toLong()); ctime = custinfo.get("Ride_date"); relcont = zoho.crm.searchRecords("Contacts","(Email:equals:"
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow but nothing is happening. It looks like Zoho doesn’t know that the Contact is edited when
CRM integration & sync of 2 CRM accounts
Once I have set up an Integration/Data migration between 2 separate CRM accounts, as outlined in the instructions provided at the link below, is it possible to set up a 1 way sync as well - to push new data from the parent to child CRM account such as
convert quote to invoice in zoho books
We use Zoho Books for our invoicing (and links to payment online, etc.) Can we create a quote in Zoho CRM, and then convert that quote to an invoice...but instead of the (useless to us) Invoicing feature in Zoho CRM, have that invoice act as an Invoice created in Zoho Books? We have the triggers set up to automatically generate an invoice from the CRM in Books when we change the stage of a potential, but that generated invoice lacks any information...we must enter the information in twice...once
Auto Create Meeting based on Date/Time Field and follow record change.
We have a set of information that we would need a meeting created off of. This is a screenshot of the data types that our zaps pull in. This would be specifically for the lead module. The important meeting title would be named something like (meeting
Forms - Using Forms the comes with CRM+ vs. paying for Forms and integrating with CRM+
Hello, I'm new to Zoho CRM+. We are moving over from a different CRM where I had a lot of forms created and imbedded in my website and I'm looking to do the same with Zoho. The forms included in the CRM+ seem very limited as far as customization in comparison
AUTOMATICALLY add the photos
" Is there any way to AUTOMATICALLY add the photos to the leads? It would be OK even if we had to import them and update the records. This one-at-a-time system is archaic. " Hi, is there anything new on this topic?
Can someone please explain why this function is not working?
This worked previously, but suddenly stopped. i can't figure out why it is the exact same script that we use on two other fields. but for some reason it won't work on this field What it does is grab the total money owed for a certain product type and
Count the Number of Emails in an Account and store in a field.
Hello. I have a function that updates the account record with the number of calls, tasks, notes and activities. Emails are also a activity but are not tracked as a getrelated records or I just dont know how to do this. Does anyone know how to get the number of emails sent or received and store them in a field in CRM? I know there is a Email Analytics Report but there is no way to get any of this information into CRM as far as I can tell. Thanks!
Is it possible to run workflow *while* Zoho CRM Task is being populated (instead of only after creation)?
In Zoho Creator, I understand there’s a concept of running a workflow *while* a form is being populated. So you could execute code as the user populares fields, before submission. In Zoho CRM Task creation, I want to do something similar. I have exhausted
Auto change deal when meeting owner changes
Hi all, I have a function I need help with. We have a business path that will automatically assign meetings based on meeting dates and other criteria, to prevent extra manual effort I want to change the deal owner automatically when the meeting host
Bulk Update Error
Hello everyone, I'm having a problem using the bulk update feature. I am trying to update the properties of some contacts which is done in a for each loop which I have a map containing a list of items to update e.g Nb: Numbers have been edited for privacy
Writing a Zoho CRM variable into a standalone function.
I've saved some Oauth token information from other services into Zoho CRM variables. Usually, I have no problem accessing these when making functions, so long as my function is associated to a module. In this case, I simply edit the function, add a variable, and select any variable from the linked modules. However, it seems like there's no way of doing this for a standalone function. When I try to add an argument, it only lets me enter a text string. It doesn't let me call upon the CRM variables.
Update a field in Contacts from a custom module
Every time a new entry is recorded in a special module, I would like a specific field in the associated contact (through the email) to be updated. The field in the costum module "Vingo Rides" is "RideStartTime" The field to update in Contacts is "Last
Custom function to delete imported leads by title
Hi, I'm importing leads from Zoominfo and despite my efforts, Zoominfo is including some titles that I would not count as leads. I can easily delete these records manually by filtering by title, but there are a few titles that come up consistently and
Zoho CRM: Find first available date
Hello everyone! I'm trying to set up a function or (work)flow where I can easily find a series of available calendar dates. Example: For a client I need to schedule 12 consecutive dates with, preferable, 1 week in between dates. I have tried creating
Custom Function
I am a novice with deluge ... we have a custom function setup to convert from lead to account. In that custom function is the instruction to move notes from the lead to the deal. What is wrong with our code causing the notes fall off in the conversion
Automatically creating a Meeting with a Workflow
Hi community! I have a Date/Time field in Leads called 'Meeting Date'. When a user edits this to contain a value, I would like to automatically create a Meeting assigned to the Lead. The Lead Owner should be the Host of the Meeting and the 'Meeting Date'
Zoho CRM Org Variable not up to date on zoho.crm.getOrgVariable call
Hi, I have encountered a fundamental problem when updating an org variable and getting it back using zoho.crm.getOrgVariable. I have this code: Invoice_Test_Var = zoho.crm.getOrgVariable("Invoice_Test_Var").toLong(); valueMap = Map(); valueMap.put("apiname","Invoice_Test_Var");
I want to update a file upload field in a custom module under CRM from Zoho Creator application deluge script, How can I do that?
I have a custom Module named "Module A", for whcih I am pushing data from a creator application. I want to update a file Upload field under the CRM custom module from Creator aplication's Custom functions/deluge script. I am able to create/update all
Sync Two fields between Deals & Contacts
I have a custom Social Security Number" field in my Contacts Module. I also have the same custom field in "Deals". Is there a custom function that would allow these two field values to stay in Sync? So if you change the value in Deals, it updates the
Add Activity to mass Leads
Hello, I am trying to add an Activity (Call) to a mass amount of leads but I only see the option to create a task. I'm trying to do this so when our Business Development Reps call the leads, they can easily document the result of the call and log information
Access to my custom modules after trial period is ended
TL;DR, Let me export my data after my trial is ended. My trial period is recently ended. I had some custom modules created. I can not export them right now. I understand that I need to upgrade in order to create new modules but exporting my old data
Alignment issue and bugs in zoho canvas builder
Hi, I am facing issues in new canvas builder . The alignment of the canvas builder is not adjusting according to the layout and the size and width of the different section are getting unsettled . When i see the preview then everything looks fine but when
Get CRM Field in creator from with relate list function
I'hv add relate list in ZOHO CRM by custom app with creator and mapping with OID. How can we auto OID number when adding relate. We have try onLoad in deluge with creator. But what field we need to get to put value to new record. Do zoho crm send variable
Custom report showing each rep's deal amounts by stage is producing duplicate deal amounts
My custom report showing each rep's deal amounts by stage is producing duplicate deal amounts. It is counting the same deal amount multiple times for each update to the stage or deal. This should be a very basic and easy report to create and I'm told
How to Autofill a Lookup field based on another field?
I have a module called Invoices and within that module I have a field called Service Contract QB Reference and another field called Other Contract QB Reference. Service Contract QB Reference is a lookup column that corresponds to my Contracts module.
Make a Lookup field auto populate other fields?
I'm trying to make it so a lookup field relates to a custom module and once I enter a related record, it auto populates other fields. For example: -I have a Leads module and a custom module called "States" -I want the Leads module to have a lookup field that i can find 'California' and then it fills in the 'capital' 'population' and 'size' field with appropriate information that I have listed in the 'California' record in the 'States' module. How do I best go about this? The workflow rules doesn't
Next Page