Custom field that updates with last date quoted
I need to make a custom filed in the contacts area that displays the date of the last time they were quoted. Is this possible and do you have any instructions or guidance on accomplishing something like this? Thanks in advance.
How to see visitor is from?
I would love to know what company is visiting us. This would help with our outbound marketing. internet and from a fixed range of IP's which are public knowledge. There are lots of "lead tracking" / lead forensic analytic products out there but if you had this feature I would sign up today. If you already have this feature I can't seem to find it documented. please suggest me, am new to the here, I have worked with multiple firms. you can check health care solutions video one of my work. Any help
Sharepoint apps to insert Lead records via AJAX/jquery/javascript .. HELP HELP!!
Have created sharepoint app 2013 and when i try to save the Lead information from ajax call it gives CORS error. via URL if i hit to insert it works.. so no problem in URL for insert. Sharepoint only allows client side scripting thus need your help or guidance on how to perform insert via sharepoint app 2013 AJAX below is the code $('#submitZOHO').click(function () { $auth_token = 'XXXXXXXXXXXX'; $xml_data = '<Leads>';
custom field
hi gays i want replace percent type field instead of commission rate in product layout. is there a difference in zoho analysis for me? zoho analysis (data mining by zoho)
Industry & Lead source option
Hi I just wanted to know, is it possible to remove the dropdown option for Industry & Lead source Field? Can we just write there manually? Or we can only add more options to drop down.
Time Difference Indicator based on Country
Has anyone ever built a custom function to calculate the time difference between here (Ireland) and the origin of a lead. For example a field on the record that populates upon creation to indicate how many hours of a time difference are between here and that leads country (e.g -6 hours). I'd imagine the custom function would say 'if country= Spain, 'Time difference= +2'... It would be really helpful for our sales reps to be able to sort their views based on this field. Just wondering if it's been
How to create a custom function to remove a contact record from a campaign?
Hello, we are looking to create a custom function to can be called through a workflow rule to remove (dis-associate) a contact record from a campaign. Any help on how to do this would be appreciated. Thanks.
Custom Function using SearchRecords API and associating to related list.
Hi, I'm trying to use the following code (found on this very forum) and i'm trying to tweak it for what our company needs. What I want this custom function to do is search leads in our system by address using the searchRecords api with the criteria being the street address. After this, it associates the found leads to our related list "Leads". I'm getting an error on the respMap line. I think this is what is causing the problem. Any help greatly appreciated.. void SearchLeads (string streetId){ authtoken
Creating Custom Function to send form (ie. Quote, Sales Order, PO, Invoice) to a specific email address
I am wanting to create a button / custom function CRMplus that allows me to send a specific form (pdf) directly to a specified email recipient (my internal lead assistant). Instance: From Sales Order Module (while in View) 1. Mouse Click "..." for drop down menu, then have Send Email To MJ option which would trigger the Send Email dialog window (as it does now when sending to Contact) but set the default email address to myassistant@mydomain.com. OR 2. Mouse click "Button" drop down menu, then have
Creating Account ID in Zoho CRM
Hi, Can anyone tell me how Zoho designate the "Account ID" for each new account? We need it to take some part of the "Account Name" to do so, is there any "formula" option or something like that that can help us manage that? So far we had to manually imput the Account name since it doesn´t do it automatically. Thanks! Example: Account Name: Accord Home and Care Accoint ID: AHC The Account ID must be different for each account Example: Account Name: Acma Home and Care Accoint ID: AcHC
Custom Function Deluge Script for creating new event in different time zones
Hi there, I have successfully created a script that creates a new event when a new lead is created and gives it a start date and time based on a custom date/time field in the lead layout. I am having issues with the start time though and also wish to add an "if condition" where the "State" field will determine what the start time of the event is. Here is a portion of the Deluge script relating to the start time of the new Event. Thanks in advance! dateFieldDate=input.Firstappointment.toTime("ddMMyyy
Mass update records with custom function
Hello, I have question regarding usage of custom function to mass update records in CRM. Here is example of code and my question is: will this custom function update 1000 records at once and what is the limit for this type of usage of updateRecord function? iterator ={1,21,41,61,81,101,121,141,161,181,201,221,241,261,281,301,321,341,361,381,401,421,441,461,481,501,521,541,561,581,601,621,641,661,681,701,721,741,761,781,801,821,841,861,881,901,921,941,961,981,1001}; for each i in iterator
Auto fill some custom module fields from a Account lookup field
Hi, I created a custom module linked by a lookup field to the Account module. I have created some new fields in this custom module, similar to the Adress, City, and Zip code fields, existing in the account module. Now, in the Custom Module, When I select the account name in the lookup field, I would like the address, postal code and city fields to be filled automatically from the Account module data. I do not know how to write this script. Can I have an example? I can't find something on the forum.
Showing images instead of values (Modules)
Hi there, I am new to zoho and I am exploring .. noisy. And it seems that I did chose the right CRM.... I like to use an image instead of a value which should be shown when viewing a customer. The idea: With a formula field I am checking if all required customer data are filled. If "yes" then show a "green_dot.gif" if "no" show a "red_dot.gif". How can I solve this? Thanks for your help in advance... Patrick
SIMPLE CALCULATION FORMULA
Need help ! Last person responding kept giving me codes that do not work. Trying to calculate profit from a deal PROFIT = AMOUNT - FREIGHT - COG Says "Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}" when i use Tonumber(${Deals.Expected Revenue}-${Deals.FREIGHT}-${Deals.COG}) Please see previous thread for responses that did not work https://help.zoho.com/portal/en/community/topic/syntax-error-missing-bracket#2266000009059590
Help needed with Custom Deluge Script
I need to create a workflow which will automatically update a date field with a date based on another field date (which has been generated by a formula field) plus a given number of days. In this case 344days. I can work out the trigger part and validation conditions however I think I need a deluge custom script to complete this and am having great difficulty in writing one. Any help appreciated. Thanks Steve
How to autofill Lead fields based on selected Contact (lookup)
Hi! I'm frustrated enough to finally write here :) Brief explanation what I need to accomplish, because I want to save sales guys time when they create new lead. The story: When creating a new Lead, users want to select appropriate Contact from list and see the magic happen. The magic here they expect is that some Contact fields (phone, mobile, email, title, salutation, first name, last name and company name) get filled automagically after selecting proper Contact and they wouldn't have to type
Converting Lead
Hi, we want to convert leads to account and contact. I made the conversion mapping but it doesn't make an account! please help
PROBLEMAS CON CREACION DE PLANTILLAS
CUANDO quiero crear de Zoho Plantillas de mi desde el dia de ayer no me Salé Ninguna de opciones a la Que Aparecen En La Parte Derecha de la Pantalla (Archivos adjuntos, Cancelar, Vista Previa y Guardar). Ojala puedan ayudarme ya Que Necesito agustinianos Plantillas. Gracias de antemano
ERROR ZOHO PLANTILLAS
En Plantillas No Me Salen las Siguientes options (Archivos adjuntos, Cancelar, Vista Previa y Guardar). Ojala puedan ayudarme ya Que Necesito CREAR Plantillas.
Delete existing Zoho CRM account
Hello, How to delete existing ZOHO CRM account because I have been invited into an other company page and I can not join them because I am already part of the company that I want to delete. Thank you!
Update Estimates in Zoho Books from zoho crm
Hi I am continuously getting the error message as "{"message":"Invalid value passed for authtoken.","code":14}" when I try to update an estimate in zoho books from zoho crm. I am using updateRecord api method and my code is given below. I have generated new authtokens and checked it it still shows the error response. Need Assistance asap. MY Code : estimate_map=map(); test="data"; json=Map(); json.put("notes", "value_of_notes"); json.put("authtoken","**************"); result=map(); res_test = zoho.books.updateRecord("Estimates",organization_id,"33263000000206819",json);
Concatenate fields from multiple modules
Hi I am trying to concatenate fields (lookups) from 2 custom modules. But does not seem to work. Concat(${Categories.Category Name},' - ',${Manufacturers.Manufacturer Name} Both Category Name and Manufacturer name are lookup fields in their respective modules. It works well when I try to concatenate fields from the same module that I am currently in, but provides a syntax error the moment I try to pick a field from another module Can someone help?
newbie question - Can I create related fields?
Hi All, Sorry if this is completely in the wrong place, but as a total newbie (been signed up for around an hour) I just wanted to know if zoho can do what i need it to do before i invest too much time getting to grips with it...im already on product number 5. I need to be able to record customers payment plans, (amount and due date) and be able to display all due payments on the dashboard. If anybody could point me in the right direction for researching the possibilities of zoho that would be great.
Zoho API Attachment Download Fails
Hi, we are currently integrating zoho into our application, but it seems that I have run into a problem with access. I have full access to everything I am requesting from the API, except when I try to download an attachment. I am able to retrieve the attachment id, and I have been using the same authentication token for all requests. The error I am getting is: Code: 4811 Message: Download failed, you don't have access to this attachment. The error code is not in the API documentation.(https://www.zoho.com/crm/help/api/error-messages.html)
Adding user to project is broken for us
Dear Zoho Projects Team, Currently we are unable to add employees to a project the system is not allowing us to add a user. When we search for the user it pulls up a record but its in red and states the following : Invalid email address We have emailed support and haven't heard back on this issue. Can you please let us know what is going on and why we can no longer add staff to a project, it has been an issue for use for about 2 weeks now. By the way I just found a workaround to adding the user to
updating record with zrm.zoho.getrecordbyid
Hi all, I'm making an script to catch some data from acount related with a Quote and update the Quote with this data, but I have an erro and I don't know how to fix it. Please, could you herlp me? Thanks in advance The script is: crmResp=zoho.crm.getRecordbyid("quotes",quoteid.tolong()); //respstr=crmResp.tostring(); if(input.dia = "-1") { diapago="Fecha factura"; } else { diapago=input.dia; } terms="Forma de pago: " + input.metodo + " " + input.dias + " dias, dias de pago " + diapago; crupt=zoho.crm.updateRecord("quotes",input.quoteid.tostring(),{input.terms:terms});
Custom Function not executing?
I followed an example of a total sales rollup from the help files and the function is not executing on the account records? However I am receiving the alert email that I put in as a test? Anyone else been able to make this work?
Add Account Owner lookup in Potentials
Hi Is there a way to create a lookup to include the Account Owner in a new Potential? When an Opportunity is created by any user we would like it to show the Account Owner as the Owner of the Potential and not the user entering the data. Guy
How do I fill fields in contacts with values found in other modules?
Hello, I would like to auto-fill fields in Contacts with values found in two other modules. I understand this needs to be programmed in Zoho creator? Can the zoho team make the script for us? Sincerely Yours Peter
Custom Function to clear date
I'm looking for a custom function that will clear out a date in a custom field we have in our cases module. We have a "Follow-Up Date" field in cases and I'd like to make a button to clear that date out automatically. I know how to create the button but I just need the custom function that will actually update the case and clear out the Follow-Up Date.
What is in zoho to function equivalent to the Excel Formula Text
FÓRMULA.TEXTO (function FÓRMULA.TEXTO) This article describes the syntax of the formula and the use of the function FÓRMULA.TEXTO in the Microsoftware package Excel. https://support.office.com/pt-PT/article/F%C3%93RMULA-TEXTO-fun%C3%A7%C3%A3o-F%C3%93RMULA-TEXTO-0A786771-54FD-4AE2-96EE-09CDA35439C8
Task Assignment in Custom Function
Hello, I have this Custom Function, where I fill some fields. I also need to fill in the "Task Owner" field with the Potential Owner. My code: mp.put("Task Owner",PotOwner); Does not work, because it assigns the task to the user running the Function. How could I set the Task Owner as the Potential Owner properly? Thanks! PotentialsList = zoho.crm.searchRecords("Potentials","(RunWorkFlow|=|True)",0,100); for each rec in PotentialsList { pId=rec.get("POTENTIALID"); TaskClosingDate=(rec.get("Closing
How to create a custom list view button?
I need a custom list view button that would create a record in a related module for each record selected. Some background: The purpose of this function to track attendance. I have a custom module "students" and a custom module "attendance." These two modules are related by a lookup field "student." I would like to see my students in a list view and select who was in attendance each day. I would select the records and then use the custom button to create a related record "attendance" for each
Custom Function to Update Invoice "Contact Name" Field?
Hello, I have created hundreds of invoices in Zoho CRM (in the invoice module). The Invoices are assigned to an Account, but the "Contact Name" field was left blank. I need a way to update the Contact Name for all of my past invoices. Is there a Custom Function that I can create to automate this process? A function that will look up the Account Name for each Invoice, and populate the Contact Name field with the Contact assigned to that Account? Thank you. Any help would be appreciated!
Creating Views With Combination of Different Modules?
Hey , I was wondering if we can create views based on the combination of different modules by linking them? E.g- I want to create a view by combining the Contact Module and the Potential Module, so that I get the best results. Any suggestions?
need someone to design a custom forum for 500 members
I am looking for someone that can customize a forum for my motorcycle association and transfer all our info and members info and user names from other forum. Need something that looks great and Vulcan motorcycle related, easy to use, and a few other things.
custom function
I am working on Zoho CRM and currently working on customize function to get some tasks done. Here in a custom-function, I am getting error of "Inactive user, code is 4813", I am not getting the idea of this error. I think It is showing that the logged-in user is not active user. Thank you for your help.
Showing status of cases (open, close, etc) in comment section of case
Cases are very important and records a lot of important information. I would like to see (on the actual case) anytime someone opens, closes, or changes the rating/status of the ticket. Can you please add this?
How can I recover a deleted module (Deals)?
I was cleaning up a little bit my CRM userfront and deleted the custom deals module. Now that I know that I can conver leads into deals (as potential prospects), I would like to take back that module. Is it possible?
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