Can I convert a pick-list number and convert it to an integer?
I'm trying to create an invoice from a case. Basically a service guy inputs the number of hours worked from a picklist. When an invoice checkbox is ticked an invoice is created. I've got most of it working but my problem is I don't know how the number of hours selected from the piccoloist can be converted to an int to do calculations on. Summary: - Case is opened for a client - Tech does work and selects number of hours worked from a piccoloist - Ticks a box to create the invoice - On invoice creation
Leads Custom Fields
I have basic level. States I get 10 Custom Fields. I just deleted a bunch of unused Custom Fields and I am trying to add new ones but it says I have reached my maximum. Do I need to wait a day. I have tried logging on and off but I get the same restriction. Has anyone ever had this issue. Thanks.
Cannot update record
I want to capture the first value entered for "Closing Date" in a Potential. I created another date field called "Initial Projected Close Date" on the Potential form. I have a workflow triggered on the first record change on "Closing Date" that calls a custom function. I want the custom function to copy the date value from "Closing Date" to "Initial Projected Close Date". I am using the example at https://www.zoho.com/creator/help/script/update-records-in-zoho-crm.html as a guide. Here's my code:
Poor quality company logo display within application and templates
Hello, As I can see from the forums, this has been an issue for a long time and I haven't come across any resolution posts thus I am reporting the problem as well. We have had our account for several years and the logo always looked terrible within the application. While disappointing, not as big of a deal if we look at it that way; however, it is frustrating that we have to send forms (quotes, invoices etc.) to our potential and existing customers with our logo looking so bad and/or unprofessional.
Advanced geographic mapping of accounts and leads
The mobile Zoho CRM app can only show contacts and leads within a user defined distance from the actual user location. Is there a 3rd party solution that allows advance geographic mapping i.e. take the accounts and leads from Zoho CRM to create a geographic map (ideally on desktop/web browser) showing all accounts and leads with a user defined distance from a postcode or town/city?
How to get the names of the fields that have been changed on record editing in zoho crm.
Hi, I am working on custom functions. I want to get the names of fields of a record that have been changed on updating the record. How can I do this. Please help and given answer to the same post. Thanks
software support for CRM
Last week I added 3 new email templates to my final follow up. When I'm in a lead's account and try to send the emails, they are nowhere to be found. I can still see them okay in the templates file - just not showing up to be able to actually SEND them...? I have the basic account (individual) for $15/month. I couldn't find my original features comparison email - is there a limit on how many email templates I can have for follow up? (And, if so, why would the system allow me go to all the trouble
Custom Button that sends an email
I'd like to create a custom button on the potential details that sends an email to the contact on record. Where can I find information on how to write custom functions like this?
Custom Function - Create Record in custom module with a Contact Look Up field
Hello, I script a custom function linked to a butom, in Contacts (contact view) that creates a record in a Custom Module. I need to pass the contact name to link this new record with the contact. The next code works fine the first time, but if I delete de created record and I repeat de custom function (clicking the buttom again) doesn't work well. Create the record without the contact name. This is the code: nombre_Cliente=input.firstName; // from Contacts apellidos_Cliente=input.secondName; //
Zoho CRM - customfunction - udpaterecords - {"message":"Invalid Ticket Id","code":"4834"}
I make a custom function. When I run its code, I have this error: {"message":"Invalid Ticket Id","code":"4834"}. This is the code: ID_Lead=input.idLead.toString(); mapRegNuevo=map(); mapRegNuevo.put("First Name","Nuevo Nombre"); respActualizar = zoho.crm.updateRecord("Leads",ID_Lead,mapRegNuevo); info respActualizar; And this is the result: Executed Successfully Log messages: {"message":"Invalid Ticket Id","code":"4834"} I don't understand why similar code run perfectly in other functions, but doesn't
URL shortner
Hey, Is there a way to shorten URL's within Zoho CRM? Alternatively, any integration that might do so ? I configured Zoho CRM to generate specific URL's based on some specific fields from my leads. This URL is then being used in my email marketing system. Unfortunately, Gmail doesn't seem to be so keen on this generated URL (it is really long). After testing with a shortened URL within the email, I don't have any issue and the emails go straight to inbox. Becaus ethis link is built on CRM fields,
Over ride Zoho integration so it doesnt change the leads back to original when dups come up?
It seems that whenever ever leads are pushed into Zoho, leads in Zoho are being reverted back to when they came in. So, if it came in as an Unknown for the business name, but the sales person called and received the name and updated it, a short time later, they will go back to lead and it will have been reverted back to Unknown rather than staying as the updated business name they have put in. This seems to happen every time we push leads in from Leadformix to Zoho. I think that these clients go
Total number of products fields and sum in Potential Field
Hi is it possible to add an amount field in the Product module so add Product A, Product B and Product C and show the total in a Potential module field? This was answered in a different thread but the code did not work that was posted
Changing field properties accordig to certain phase
Hi, I would like to know how can I make an automation, so that when the phase field in potentials changes to a certain phase another field converts to mandatory? Thanks
getJSON not working consistantly
Hi, I have created two custom functions that leverage getURL. One of them brings back Account details based on domain name and the other brings back contact details based on email address. for the Account details custom function it getJSON works perfectly, and I have no issues: HeaderMapVariable=map(); HeaderMapVariable.put("Authorization","Bearer 8wwtw422626sshsh4466"); respMap = getUrl(("https://company.clearbit.com/v2/companies/find?domain=") + input.aDomain,HeaderMapVariable); //description//
Passing Parameters
I am new to this. We have a dialer and I am implementing ZoHo. I have my API key. With in the dialer is a lot of the information on the client. I need to pass all of this onto my page for zoho. The values are different with each client. Zoho Field First Name Dialer Field ($first_name), Last Name is ($last_name), Phone is ($primary_phone) Can someone point me in the direction of how to do this with some examples say for first, last and phone?
Where are my topics?
I just posted 2 new topics, where are they?
Dialing from within lead
What are the possible options to dial from within a lead using installed soft-phone other than Skype?
Run local command line from "Links"
Under Leads we have the Links section allowing to run a link with lead parameters/fields. I would like to run a local program such as a smartphone from the Links section. What is the correct syntax if at all possible? Thanks.
Work flow rules
I am trying to set up a workflow rule that would alert a user if someone else creates a case for them. It would be nice to make the rule that says to send an alert when the case owner is not the person who created the case. Right now the only way I see to accomplish this alert is to make an alert for "User1" executed on creation with a rule that says "Case Owner is User1" and "Created by isn't User1". But then I have to make a new rule for every user. I have more than 10 users and only get 10
Custom Functions and hidden updating hidden fields
I have written a couple of custom functions that I use to update various summary fields in different modules. However it appears that if a user doesn't have read/write access to the fields then the custom function cannot update and re-calculate the fields. Is this correct? I have been searching through the online help and this forum but can't seem to find any reference to this being the case. Ideally I want to be able to update the fields without users being able to modify them manually.
Field Definitions at data entry
Wouldn't it be great if you could hover over a field and it pops up with a definition of its purpose (as set up by the Administrator/Company)? This would save an enormous amount of training time and the data that is entered might more accurately fit the field. If it was extended to items in a pick list too... Just thinking...
Pull Data from Accounts to Cases
When creating a case we will have a user select an account from an account lookup field. After they select the account there are four fields in the account module, Owning CSR, Practice Advisor, FPC Doctor Number & Software Version, that I would like to auto-populate into Owning CSR, Practice Advisor, Doctor Number and Software Version fields in the cases module. Since this info will already be entered into the account module it would be a nice time saver to just have it auto pull into the case that's
Need to sum up a few potential fields into Amount
I want to break down a Potential's total amount into a few different components upon entry/editing, then have this automatically sum up to the "amount" field and make it non-editable. Do I create a new "amount" field and have to rewrite all the opportunity reports that use current amount field, or is there a better way via a custom function to do this?
Request for change in Menu Tab - Change COMPLAINT to TICKET
The complaint seems to be too offensive even for a small info and now-a-days many companies are now calling the same as ticket. For example: Ticket with Subject: xxx is raised by yyy to zzz department.
Custom field carries over from lead to account
I have a custom field that I use at the lead stage but when I convert the lead to an account/customer, the field disappears along with the data. Can it be carried over as the lead matures?
Additionally-
Additionally- How to define while converting 'lead' to becoming a 'Customer', rather than a 'Contact'?
convert leads to Customer
I defined fields to be completed for the 'lead', and I wish that those fields will also appear in 'Customer' and 'Contacts' How to do this?
receiving too many task reminders
i'm getting the same task reminder sent 4 - 5 times at once
Automatic insert Leads with my website by CSV export data
Hi I want to automatic insert data from my website with my csv data file, and when i code my own function to insert my Leads, but i got a "Form 'Leads' does not exist in this application" Error :/ This is my function : void Untitled_Function4(){ //get contents of the remote CSV file csv = getUrl("https://mylink"); //create a list and add each row of the csv file into a new list item line_list = csv.toList("\n"); //empty Products table if today's csv has data. if
Dynamic Item List
Dear Team, I want to create line item check list for product required by customer v/s product offered with certain checks. User should be able to add many line items as required. Please suggest the ways to create this line item check list. Regards, Vijay
Formula for calculating months remaining in the year
I'm having difficulty creating a formula field to achieve the following goal: I want to calculate the total value of a monthly contract for the remaining months in the fiscal year of the start of that contract. I have a monthly revenue field and a start date field, so what I want to do is 1) identify the fiscal year end of the year of the start date 2) identify the total number of months, rounded down, between the fiscal year end and the start date of the contract. 3) multiply the monthly revenue
How to automate quotes creation and emailing?
Hello, Does anyone knows how to create a workflow to automate the creation of new quote each time a web form is submitted? I have automated Lead to Contact/Potential conversion but I would like to go further and automate Contact/Potential to Quote creation but I can't find how to do that. I have a custom field named "Asked for quotation" which is a boolean automatically set to "True" when the webform is submitted. I would like Zoho to make a new quote each time a new potential is created with the
Search on date
Hello, i must find all cases where MYDATE > A SPECIFIC DATE i write in custom function crmResp = zoho.crm.searchRecords("Cases", "(MYDATE|>|newDate)",0,200); MYDATE = yyyy-MM-dd newDate = yyyy-MM-dd But i have 0 response, in my CRM i have 46 results. The criteria not work with date ? thanks you
Convert Record by Workflow not triggering custom functions in Potentials set for "record create"
Hello I have a series of workflows in potentials that do various things on "record create" when a potential record is made after convert from leads. The workflows in potentials module seem to work fine when the conventional convert button is used in leads. However when I use a leads workflow to convert a record to potentials. it doesnt trigger the custom functions in potentials which are set for "record create". I fully understand that workflows dont trigger workflows, but surely when a workflow
Products are too simple for quotes
The product entry into Quotes/invoices is a little to simple for us. We work in prices per pound, but could also be in Kilo, or metric ton. Not to mention that our packaging is pretty custom and could have a slew of different inco terms. I was hoping to be able to customize one thing on Zoho and it looks like it is the only thing I can not. Am I wrong? Is there way to have the product detail pull in actual detail? Like pack size, and price per ? So I don't have to type it into the product detail
Bulgarian language support
Dear all, many years a go some people ask for Bulgarian language support. Do you take action on building Bulgarian language support ?
Just returning after a 1 year absence.
I need to do the following: Change my primary email. Change my LOGO The old email - rnshultz@criticalkey.com no longer exists and needs to be permanently deleted. I want to switch my secondary email (ron@stcmedical.com) to be my primary. Ron Shultz 407-354-3009
date field is filled with different time
Arguments: Name Value specifyCMid = Publicação.Publicação Id dateaud = Publicação.Data Audiencia With this code can create a custom task on a custom module. But when the system copies a date field this custom module for my task (the two records have the same date -time field) , the time is filled with a time +2 hours . mp=map(); mp.put("SEMODULE","CustomModule6"); mp.put("SEID",input.specifyCMid); mp.put("SMOWNERID","256525000014462381"); mp.put("Subject","TESTE DE CODIGO"); mp.put("Data Audiencia",input.dateaud);
Fill the owner of another guide
I have a code that creates a custom task for each registration account entered into the system . But must this task be the owner of the contacts record that is different from account . Arguments => prop : Clientes OwnerID mp=map(); mp.put("SEMODULE",("Accounts")); mp.put("SEID",input.specifyCMid); mp.put("SMOWNERID",input.prop); mp.put("Subject","Verificar se inicial foi distribuida"); mp.put("Status","Not Started"); mp.put("Priority","High"); mp.put("Due Date",today.addBusinessday(10)); mp.put("Andamento","Gerenciamento");
Next Page