Validation Rules on fields
Hi, We're trying to setup some validation rules on fields in the Contacts and Accounts modules in ZOHO CRM. We have very stringent data requirements - e.gs: Phone Number - must be 6-10 characters, numerical only, no spaces or brackets, must start with 0 or 1 Mobile Number - must be 10 characters - numerical only - no spaces or brackets, must start with 0 Fax Number - same as phone number Suburb - Must be all uppercase Email - No uppercase letters ABN - must have 11 numeric characters ACN - must
Substring in client script
Hi everyone, i'm stucked on this error, it seems that in Zoho Client Script in Zoho CRM, substring() is not a proper function to use and i need to do a substring (from a string field i just requested) to call an api and get more informations. How can
Get Data more than 200
Hi, I am getting all contacts from books And Here I am just getting 200 records using Api, Though I have 5000 contacts, How Should I get all 5000 records at a time? Kindly suggest with a few lines of code, Thanks,
How Do i copy filed Product module to custom module
We need to make some of document in Zoho writer. but can not Bring data from Product module. so We need to make Copy from Product module to AAA module (Custom module) This is only work when Button is clicked. Can we do that?
Custom function for custom Button to create new record in different custom module
Hey, I was trying to implement a custom button into our CRM which should create a record in a custom module, called "Customers" (API Name "Customers"). The button is in the module "Opportunities" (API Name "Deals"). Clicking on that Button a new record
Is there anyway to optimize the latency of this Action Function?
This function executes properly upon the change of the Teste1 field but it takes a few seconds to do so, is there any way to make it faster?
display call description in the notes section of a contact or add notes field to completed call screen
When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into each completed call. The other option is to add the notes field to the completed call screen.
create project automatically
Hello, I need that every time a deal is won, a project of that deal is automatically created. I have checked everywhere, but I can't find how to do it. Thanks
Get created By date using deluge
Hi, I am trying to get this created By date using deluge in functions; but i couldn't .. (as shared in attached screenshot) Please let me know how can i achieve this . Thanks and Regards, Sidhant A.
Custom function to automaticlly create a contact when an account is created
We need a custom function to automaticlly create a Contact when an Account is created. The fields that need to be copied are: Account Fields 🡪 Contact Fields Account Owner 🡪 Contact Owner Account Name 🡪 Account Name text of Account Name 🡪 Last Name
How do you get more server time for Zoho Crm to process functions?
We're having some serious function problems within Zoho CRM. Our customer base has doubled over the last few months, and functions and automations that worked 100% well before with less customers/ automation calls, now randomly fail. Generally if I
Add Country codes to contact numbers
Hi TEAM, I think it also works for API v2.0. https://www.zoho.com/crm/resources/tips/functions-country-codes.html Can I add function to remove "0" in the very first if exist, bwfore adding the country code as above? Thank you very much.
Custom Fields not accessible on Sales Order Line Items - Custom Function
Hey there, I am having an issue where I am unable to set the values of my custom fields that I have on the Sales Order Line Items object. While testing, I noticed that my custom fields aren't even returned after a create. test = zoho.crm.getRecordById("Sales_Orders",
Trigger Action from other Action
I have written an action in Zoho CRM that triggers on record update to update information in Zoho Projects. The issue I am having is that the script is a few thousand lines at this point and is very difficult to maintain. Is there a way I can create a
Is there a limit for the size of a custom related list?
Hello everyone, I'm trying to create a customm related list in the accounts to fetch all the deals made by child account in order to have a general view of the deals in the parent Account Page. Whenever there is no child account, the function is properly
Is territory assignment possible from a custom function?
Territory assignment in Zoho is meant by creating rules for each territory. However, if I have too many countries in a territory, the allowed number of rules (25) is easy to be exceeded. Anyway, it is a cumbersome task to click ca. 200 countries' criteria
Getting and setting Territory Assignments in a function
Hi, How do I get the current territory, and set/change territory assignments in a function? I want to be able to programmatically set the assigned territory for a contact with a function.
point credit for customer
Is there way we can give points/ credit points to customer? ie, we have royal customers who refer lots of their friends to us. Hence I want to give them "point" and they can exchange to our gift product in the future. Similar to frequent flyer points
Zoho Finance Limitations 2.0 #17: Can't sync Books Customer Tax Fields (Entity/Use Code or Exemption Number) Double entry required
Similar to the limitations listed at: https://help.zoho.com/portal/en/community/topic/zoho-finance-limitations-2-0-12-cant-sync-books-system-fields-item-category-or-preferred-vendor-to-crm-products-double-entry-required Summary: Our reps add customer
Zoho CRM - Mass Email function
Hi Zoho, It would be extremely helpful if the Mass Email function gave you a record count after setting your criteria. Right now, you have to build the criteria rules in a custom view to make sure they give the contact you want - then redo that same thing
How to associate leads with other fields via CSV file.
I have properties and spouses that can be associated with leads. Is there anyway I can associate those leads with spouses or properties via a CSV file? I don't like that after I important new leads. I have to manually add properties and spouses to my
Fill in a field with the modified date/time modified date/time of another field
Hi, I am trying to update the "Contract_Returned_Signed" field with the date/time that the "Opportunity_Status" was modified, but I am getting the error message "Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]'
How do I store temp data from an Azure Function?
I've written an Azure function to send data into the Zoho CRM SDK. The SDK needs a file path to write some meta data while its in use (called "resourcePath"). While developing on my local I was using My Documents and it works fine. I need to find a location
How to Specify which Field was updated
Hi, I want to see which field was changed and what was the change, kind of like - field was changed from "4500$" to "6500$" I have made a workflow that sends email notifications when a field is changed in one of the modules, i don't want to create an
REST API
i pass from postman the json body as raw in REST API OF ZOHO.I am getting the json body in the field of the crm but not able to fetch in my inside my rest api function. SAMPLE JSON DATA {"data": [ {
Updating fields based on criteria found in the same module
I would like to find a way to update a specific field when certain criteria is met. Currently, I am using a hosting server to map orders to the deals module in the CRM. At the time the orders are imported, they go into the booked stage. Upon shipping
Duplicating Field Values
Hi there, Upon updating the shipped amount on the deals module, I would like to automatically change the stage to shipped (which is already functioning through a simple work flow). In addition, I would like to update the additional fields -- amount and
Need new custom function
Hi, good afternoon. I need help with a new custom function. I have this custom function made by the dev team: d = zoho.currenttime.tostring("yyyy-MM-dd","GMT-8:0"); c = d.getDayOfWeek().toLong(); cd = {4,3,2,1,7,5,6}; add = {9,10,11,12,6,8,7}; ind = cd.indexOf(c);
Button to convert Contacts to a Custom Module while assigning it to a lookup field
Hi eveyone! I have created a workflow in our Contacts module (which was renamed to 'Students') so we can create a file in the custom module 'Students Contracts', which is related to that student. However, seems like there's an easier way to convert
Subforms and Formulas
Hello, I have two subforms in a module, each of them tracking quantities for different things. At the end, I would like to have a formula - external to the subforms - that SUM the quantities of both subforms and other fields. When I try to add a Formula field, I see that it's not possible to access the data within the subforms. Is this normal and is there something I can do?
Create Quote from Deal. Unable to copy Data in Custom Filed in Quote Product Details (Subform). Function work for all other Fields but Custom Filed is Blank
hi I am Creating Quote from Deal using Deluge Code in Button Function. The Quote is getting created, there is no problem, all fields are getting populated. my problem: I have a custom Filed in the Quote page under Product Details (Subform). This custom
Zoho CRM sent duplicate email
An email was sent via Zoho CRM and it looks like 2 duplicate emails were sent. In Zoho CRM, it looks like a single email was sent, however, in Outlook (our email client), it appears two emails were sent (Please see attached screenshot of Outlook). Why
Creating a deal from contact
Hello, can you help me please with example function for creating a deal from contact This is the function im trying to implement but when the deal is created with this function is not attached to the contact continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),""));
Auto Add Tasks To Won Deal
Hi there, I have a set list of tasks that needs to be completed after a deal has been won. Is there anyway I can set these up to auto-generate after I've confirmed a deal has been won?
Update a date field using a function
Hello all, My sales team wanted me to create a button in order to log calls easily. Now my function works fine, but they want me to add couple of lines so a specific date field would be filled automatically after the activity is created. Note that the
How I run a function across all the records in a module?
Hi All! I am trying to figure it out if there is a way to apply a function across all the records in a module. It has a different number of uses cases, but, as an example, lets say that I want to make a function that checks a value in the record, and,
How to Copy records of Products (related List) from Contact to Deal module
Ii have created the the Products as related list in Contact and Deal module. I am not able to fetch the record from Contacts Related list "Products" using the below code. it is showing an unwanted record from Products. RelatedProducts = zoho.crm.getRelatedRecords("Products","Contacts",contactID.toLong());
Contacts inherit Notes from Account
How do I get Notes from the parent Account to populate when viewing the child Contact?
Is it possible to automatically create a lead or deal through calendar booking?
Hello there!! Is there any way in calendar bookings when someone asks for an appointment then to automatically generate a lead or deal in CRM? I know that the system generates a record in the Activities module. I also think that the Zoho Bookings application
Function only works when record is updated manually
I have been creating a function to update a datetime field on the Supplier (Vendor) when a field is updated on the Contact. If I manually change the field all works fine, but if the record is updated by a workflow or function nothing happens. This is
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