Want a faster way to add call logs? Check out this video that shows you how to add call logs by ticking a box. (Warning: Enterprise Edition + deluge scripting skills needed).
NB: this blog post is no longer relevant as API v2 lets you use searchRecords with multiple criteria :) I discovered something really cool tucked away in the Zoho CRM forums today. For the history, check out this thread . In summary, the searchRecords API task in Zoho CRM is impossible to use if you have multiple criteria and in general it's pretty annoying to get the single criterion right. In the forum thread, Zoho Support advised that you can actually use getRecords with a view name. This feature is not documented on the getRecords page at all but I can confirm it works:D This is really, really cool. It's going to make my life as a Zoho dev much easier! Instead of having to do something really inefficient and ugly like: leadRecords = zoho.crm.searchRecords("Leads","(Created Time|<|" + yesterday_date +")",fromIndex,toIndex); for each ele in leadRecords { lead_source = ele.get("Lead Source"); createTime=(ele.g
Hi Jeremy thank you for the script, worked really well for me. I cannot code and simply copy / pasted the script. But when I tried to use the script with a custom button within the leads module (for instance to create a call log "occupied" with the click of a button) it returns an error: "Error at line number : 1
ReplyDeleteMismatch data type for function zoho.crm.getRecordById at argument index 2 expected data type BIGINT found dataType STRING"
Can you help? Thx Jens
Hi Jens,
Deleteyou'll need to change it to
lead_obj = zoho.crm.getRecordById("Leads", input.lead_id.toLong());
if using in a custom button as the parameters are all Strings rather than numbers.
Fantastic! Thank you Jeremy :)
Delete