Event link Account
Hi I am trying to create a field in the Event module that allows me to automatically enter the Account Name for where the event was created. My events, once finalized, automatically send a email with all the relevant information that i need, except for the Account Name. I have tried the code${Accounts.Account Name} in the email template as a work around but i get nothing in return.
Cant change owner, created by and modified by fields on costume module
Hello! Recently we created a costume module to track Service orders after a deal is won, everything is working fine except that no matters who created (and closes) the deal, the service order module always created a service order using the account of the super admin. Here’s the code we are using in a costume function to create the service order and change the owner of the fields we want. The funny thing is that we even created another single line field to paste the values of the owner and it
Create a Record in one of two modules depending on the value in a field in the parent module
I have a specific issue. I want to create a new record in one of two modules. The decision of which module will be based on the value in a field in the parent record. The issue is that I run two companies out of the same CRM application. When I get a Potential, it is either for one company or the other. Potential has a custom field named "Which Company?" If it is Company A, I want a new record in the a Custom Module created for Company A. If it is Company B I want a new record in the Custom
Share Contacts by Type
I would like to share contacts of a specific "type" field to everyone, without sharing all contacts. ie - I want to share all contacts of type = Subcontractor with the entire team. Is there a way to do this with a script? Macros and Mass Updates do not give the option of updating sharing, and only one person can be the record owner.
Custom function to copy info from Potential to Accounts
Hi, So I have in my Deals (previously named potential) two fields, both are Picklist type. During the conversion stage, my people are updating those two Picklist, one is named ''DMS Service'' the second ''DMS Sales''. By default they are set with ''-'' value. I'd like a custom function that when, the picklist is updated with one of the 10 others choice available, it's update another picklist named the same ("DMS Service" and "DMS Sales") but in the Account module. Note that in my Deals, the ''Account
SearchRecords Created today
Hello, Which would be the correct syntax so I can search for potentials (opportunities) that have been created today? Something like: zoho.crm.searchRecords("Potentials","CreatedDate|=|Today)",0,100); Many thanks in advance, Josetxo
Problem with Delete action in Workflows / Rules
Hi, When I delete an invoice, I'm trying to get his Sales Order Id to update a field on the Sales Order related to that invoice, but the fact is that the Delete action enables me to get that ID when I send an email or via webhook, but not in a custom function. There's any way to solve this? My code is like: salesId = zoho.crm.getRecordById("Invoices", input.invoiceId); id = salesId.get("Sales Order"); field = salesId.get("Billing"); updating = Map(); updating.put("Updated field", field); update
Error at line number : 3
First of all, I'm not a developer. Just an enthusiast. I'm trying to get some info from a module to another module but it returns error. Can someone help me? response = zoho.crm.getrecordbyid("CustomModule1",input.contID); E-mail = resp.get("E-mail"); Clientes = resp.get("Cliente"); responseUpdate = zoho.crm.updaterecord("CustomModule4",input.incID.toString(),{ ("E-mail") : "E-mail","Cliente" : "Clientes"}); RETURNS: Error at line number : 3Improper Statement Error might be due to missing ';' at
how to create a field that is visible in the budget and in the invoice in zoho crm
I have a custom field, "CUIT". Is a text field in the budgets and I want to move it with the budget when I converted it to an invoice. How can I managed this?
Formula to Calculate Fiscal Year Contract Amount
I am having trouble creating a formula to determine the revenue generated for an opportunity within a fiscal year. For Example: ${Opportunities.Monthly Recurring Fees} will generate $2,500 a month in revenue. Fiscal Year Ends 3/31. If contract closes on ${Opportunities.Closing Date}, how much revenue will the opportunity generate between ${Opportunities.Closing Date} and 3/31 of next fiscal year end. The issue I have is determining the number of months between the closing date and the fiscal year
Noticed issue with timezone on calendar event creation in Zoho CRM with custom function.
Has anyone else noticed an calendar event time be off by 5 hours lately? We have several custom functions that use a date and time field to populate a calendar event on a users google calendar. The events are now populating 5 hours later than the time the are scheduled in our custom module. Not sure why this is happening, We have check the code in the custom functions an it was not change we checked the time zone in CRM that is still the same. We checked our calendar time zone that hasn't changed.
CRM api updating records
Brief background of what I'm trying to achieve: Someone fills in an enquiry form on our website about a specific product. I use the crm api (with php) to insert the enquirer's details as a lead into the crm and get the lead id from the response and save it as $enquiryid. I then insert the product details with a duplicate check into the products module in the crm and get the product id from the response and save it as $propertyid. I now want to update the lead to add the product to the lead. (Easily
Quickly sending an email to a cross section of contacts at selected or filtered accounts????
Been using Zoho CRM for about a year and a half now in my Manufacturers Representative company. It's working really well for us. We don't use multiple users, it's a simple database, contact list and we use some basic commission tracking. We are contracted sales agents, representing multiple brands. We sell more than 1 brand to multiple accounts. We have accounts set up, and I've created fields in the account module to sort if an account is a "Target" or "Dealer" for particular brands. I can apply
Custom Button
How can I create a custom button for mailchimp to send lead to a list in mailchimp.
How to populate a custom field based on certain criteria
Hi, I am looking for the formula it would take to perform this action: I would like to create a formula field, within the Accounts module, that returns Boolean True or False, based on the Status within the Deals module. If the Deal status is "Closed-Won", then the custom field populates True, if the Deal status is any other, then false. How would I make this happen? thanks!
Updating a Lookup field on CRM from Survey
Hi, I would like to integrate my Survey with my CRM module, however I am having trouble with it updating look-up fields. The survey is used to log device inspections, so I would like to update the device inspection log and link it to the serial number of the device. the survey collects: serial number check 1 (y/n) check 2 (y/n) date & time completed by On the device inspection log I have used a lookup to look at my device inventory. I cannot update the serial number field from the survey. can I
Custom Modules should behave just like contacts or leads
It is very imperative that a custom module should provide the same features as Leads or Contacts. The reason a company might need a custom module, is because they have unique clients/customers. One type of client or customer has a certain need and the content needs to be unique and different. It's great that we can have this. What is not great, is that the custom module lacks many of the features that a Lead or Contact module does. Here are some things that need to be fixed in a custom module: There
Two completely unrelated questions
Hi all, Question 1: I want to create a button with sums the values of two custom fields and change the account 'amount' field to that sum result. So amount = field 1 + field 2. I would add it as a formula, but the amount is a special field so I cannot do it. I am trying to use deluge but it's so complicated I cannot understand, it always gives me an error. It sounds so easy to implement that I thought it would be easier to just ask here. Question 2: Does Zoho CRM or any other Zoho module have a way
Api searchRecords with filtering correctly
The following criteria I use: https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=-Token-&criteria=(Status:Tramitar) For example, there is a list of records in the Purchase Orders module with the "Status" field. At times it displays the documents but does not match those of the status assigned to it in the criteria. Sometimes it only returns some of the matching results, but not all of them directly confirm in zoho instead of using the search API.
Now, does it have
formula to convert date and hours into total hours
I am trying to get the value of: start date & time and the end date & time. For example: 04/05/17 - 9:00 am and 04/05/17 - 5:00 pm = 8 total hours The value I am looking for is the Total hours hired for the day....In this example, the answer is 8 I am using the Date/Time field in Zoho CRM Please let me know if you need additional information. Thank you ahead of time, Jules
it tips "inactive user" when execute Custom Function,email is confirmed.
it tips "inactive user" when execute Custom Function,email is confirmed. What's the reason?
Age Potentials by Last Time Activity (ie last call)
I am wanting to age our potentials by last time called/activity. This would require a schedule to run every night to set each potential to last call grouping (ie: Under 14 days, 15 to 30 days, 30 to 45 days etc). I am having troubles trying to figure out how to do this? Any ideas
Cannot Find String Function Proper ()
In custom functions, I need to be able to convert a string to Proper Case ) if first character in each word is capitalised. This is needed to clean up address fields etc. Are there any plans to add this function? John Legg Owner: The Debug Store
Access unique custom layout fields in Custom function
Hi, I was wondering if you have any idea for when the following will be possible with regards to custom layouts: - Retrieving all fields from a record using "getrecordbyid", including the unique fields. Currently only the fields that are shared with the "Standard" or main layout are retrieved. If I have any unique fields, their values won't come back. - Updating unique fields in a secondary layout - If a second or third layout has unique fields, you can't update them via API or custom functions.
Call Zoho Creator function from CRM function?
Is there a way to call Creator custom functions from inside a CRM custom function? Since CRM custom functions can only have a return type of void, I am wondering if I can write a custom function in Creator with a different return type (like int, or string) and then call that function from a CRM custom function? So far it seems that the 'call function' line in CRM custom functions can only call other CRM custom functions, which all must have return type of void. Am I missing something?
Calling Zoho Creator function from CRM Custom Function
Hello, Is it possible to call a function created in Zoho Creator from a Zoho CRM Custom Function? Here is problem this is trying to solve: I have several CRM modules where tasks are created. There is some processing before the tasks are created. I would rather not create x separate functions to handle this (because they're very easy to generalize given the right parameters and because code duplication is a terrible programming practice) and so I have created a general function in Zoho Creator
Custom Function not working
so i was trying to use the custom function like this data = zoho.crm.getRecordById("Accounts", input.accountId); info data; Could you tell me what is wrong with the code? it always return data null even if i only try to get list from the module like this data = zoho.crm.getRecords("Accounts"); info data; it is still return the data null. could you help me with this Thank You
Creating a formula field which is editable by the user
I have a client which needs to be able to add fields to a form on the fly, so that he can enter custom calculations for a particular "job". Some jobs are different, and require different calculations which may be very specific to that job, and will never be used on any other jobs again. To get around this problem, he currently has to export data from his database into an Excel spreadsheet, where he can compute the custom calculations, and then creates a Word doc from that data. I would like to create
script sent to me by Zoho doesn't work
This is what was sent to me: If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) This is the response i am getting: Syntax Error. Check the examples for any functions you're using to see if you formatted
FTP upload into Zoho CRM from Five9 telemarking software
Hello, I am using Five9 telemarketing software to do outbound and inbound telemarketing. They will be recording all the calls our telemarketers make. The telemarketers will be generating qualified leads and pushing them into Zoho as a lead. With that, I'd like them to push over the call recording. Five9 can only send that through an FTP. Is that possible.
when Field A = 0, Field B is required, when Field A = 1, Field B is read only.
Can Zoho do this? with what function?
Universal address field.
Hi, Is is possible for you to create an address field for when you are creating a new module instead of having to create your own using Single Line/Multi-Line fields? This way the address' are consistent throughout all modules and Zoho programmes which makes syncing between modules/programmes easier. You have this in Zoho Forms which even allows you to edit the Address Elements to suit what you require (see attached), but I cannot see it anywhere else. Thanks.
Round Robin custom function doesn't work
Hi, We have custom function for RR which has stopped working. Can you verify what happened to this code or in our system that it's not working anymore, please! leadIdStr=input.leadId.toString(); leadDetails = zoho.crm.getRecordById("Leads",input.leadId); firstRefRecordDetails = zoho.crm.getRecordById("Leads",2375204000000425001); firstOwner=ifnull(firstRefRecordDetails.get("SMOWNERID"),""); if(firstOwner == "2375204000000314001") { UpOwmer="2375204000000251057"; } if(firstOwner
Custom function to update new record with associated value, how do I do this when it's another related value?
Hi everyone, So I was able to get it to work where if I'm in Accounts and I create a new Quote, using Workflow and Custom Functions I'm able to take a String field from Accounts, like "DUNS" and when creating a new quote have it populate the "DUNS" field on the Quote using that value. The formula I used waS: updateduns = zoho.crm.updateRecord("Quotes",input.quoteid.toString(),{ "DUNS" : input.dunsid }); quoteid is set to the Quote ID value, and dunsid is set to the DUNS value from Accounts. The
Deluge - Access Creator Records from CRM
Hey team, Has anyone got any examples of accessing Creator records from CRM? I want to add a button in my Potentials CRM View Detail page that gets the Deal ID, looks up that Deal ID in a Creator Module and then adds a record to another Creator Module. I would have expected there to be something similar to Zoho.creator.searchRecords() but the creator service doesn't exist. Any ideas? Cheers, James.
Having issue creating a task as an Instant Action
Trying to create a Task as an instant action to a record being created in a custom module. I have a custom field in the Tasks module that is important to set, but when creating a task as an instant action, it doesn't provide the ability to set those values. Any suggestions on how I can do this? I have not done any deluge programming, am wondering if a custom function could create the task, and also set the value in the custom field as well.
Workflow Custom Function Working | Same Custom Function with Button
Hi, I have created a custom function to populate two Multi-Line fields with Character Limit: Small (2000 characters). The fields are called: "Inclusions" & "Exclusions" After the workflow runs, the fields are: Inclusions: • Full export packing at residence • Transport To Port • South African Cargo Dues • Export documentation and freight to destination • Customs clearance at destination • One delivery to residence • Same day removal of debris • Delivery to 1st floor • Security trunk with exclusive
Custom Function to Populate Email Field in Custom Module for Related Lookup Field Contact
Hi, I would like to populate the Email field with the email address of the related contact from a lookup field in a custom module "CustomModule3". Im sure this can be achieved using a workflow / custom function however need help with the deluge script please.
Custom Function Daily Limit query
Hi, I have a workflow that is triggered for all records on Create or Edit of Leads and it runs a custom function. There is only 1 user in the Zoho CRM. If they do a mass update on 200 Lead records I presume that would use up the daily limit immediately. Is that correct? Thanks, Michael
Custom Functions- disaster!!!
I have spent two weeks waiting for tech support to send me the reasons why the custom functions i have are not working... Each time i get the same reply back.. the code should be working. And yet it's not.. maybe someone here can help me?? I created custom functions inside of Leads, Contacts/Accounts and Potentials so that when an Event is created the address of the Lead/contact/account automatically get pulled into the location of the event, regardless of whether the event is started in Leads, Potentials
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