Tuesday, January 27, 2015

How to email accounts from Zoho CRM

Bashing your head against a wall trying to figure out how to email your accounts from within Zoho CRM? This screencast explains how. If you need any further help with this or with anything related to Zoho CRM, give me a shout at jeremy.nagel@nuanced.it or call me on 0414 885 787 I run a Zoho CRM consultancy (www.nuanced.it) with offices in Sydney and Melbourne.

Saturday, January 24, 2015

Auto populating custom field in Zoho CRM using criteria


I saw this question in the Zoho forums and thought I'd respond:
Is there way to auto-populate a field given a set of criteria?

For example, I'd like all Potentials that close between a set of dates (i.e. between 1/1/2015 and 5/1/2015) to automatically populate the same text in a custom field I've called "Group."

My Answer

  1. void   modify_group_for_jim_based_on_closing_date  ( int potential_id   )
  2. potential = zoho.crm.getRecordById("Potentials",input.potential_id);
  3. the_closing_date=(potential.get("Closing Date")).toDate();
  4. date_window_1=("1/1/2015").toDate();
  5. date_window_2=("1/5/2015").toDate();
  6. date_window_3=("1/6/2015").toDate();
  7. date_window_4=("1/11/2015").toDate();
  8. potential_map=map();
  9. if((the_closing_date  >=  date_window_1)  &&  (the_closing_date  <=  date_window_2))
  10. {
  11. potential_map.put("Group","Group 1");
  12. }
  13. else if((the_closing_date  >=  date_window_3)  &&  (the_closing_date  <=  date_window_4))
  14. {
  15. potential_map.put("Group","Group 2");
  16. }
  17. else
  18. {
  19. potential_map.put("Group","Unknown Group");
  20. }
  21. potential_id_str=input.potential_id.toString();
  22. updatedPotential = zoho.crm.updateRecord("Potentials",potential_id_str,potential_map);
  23. info "Response: " + updatedPotential;

Selecting multiple products and associating them with a Zoho CRM lead


I saw a question in the Zoho CRM forums that I thought I'd answer:
I created a custom field in the Lead form for Product and it is linked to our Product list in Zoho so when we click on the field to fill it in for a lead, it pulls up our Product list. However, once I click on one product, it automatically populates the field with that product without allowing me to select additional products. (Our leads and customers are often interested in multiple products.) Is there a way to keep the field linked to our Zoho Product list and make it multi-pick? 
My answer
I'd recommend using the Products related list for this purpose. Here's a screencast showing you how. You can report on which products are associated to which leads by choosing both modules when creating a report.


 

How do you use Price Books in Zoho CRM?

What is a price book and why would you use one? In this video, I walk you through the process of setting up price books so you can have volume discounts for your best clients.



Got more questions? Leave a comment or ping me at jeremy.nagel@nuanced.it