Blog categorized as Zoho CRM

Pre-populating a subform with Client Script in CRM

09/27/2024 04:58 PM - By Jesus Sosa - Comment(s)

This code below is an example to to use client scrip to auto pre-populate a Subform with rows fill dynamically within CRM using Client Scrips



/** 
 * log("sample logging statement") --> can be used to print any data in&...

How to create Mass Acction Custom Buttons in CRM with Deluge functionality

01/25/2024 06:30 PM - By Jesus Sosa - Comment(s)
The "rec" is the collection variable for IDs

idlist = rec.toList("|||");
//
for each  record in idlist
{
    unirque_record_ID = record ;
}
//

Creating Invoices from CRM Deals module

01/17/2024 12:16 PM - By Jesus Sosa - Comment(s)

deal = zoho.crm.getRecordById("Deals",dealid);

accountlookup = deal.get("Account_Name");
crm_accountid = accountlookup.get("id");
crm_accountname = accountlookup.get("name");
books_organizationid = "XXXXXXXX";
books_contactcriteria = {"contact_name...

Automatically create a project when deal is won (Zoho Projects and CRM)

11/30/2023 03:31 PM - By Jesus Sosa - Comment(s)

Pre-requisites

1.  The deals layout has to be ready, with all fields matching the ones in Zoho Projects. 

2.  The project layout has to be ready as well, matching Zoho CRM fields. 

3.  A template in Zoho Projects has to be created. 

 

Part 1: Adding a new connectio...