Need to mass update thousands of Lead records in Zoho CRM and can't be bothered manually clicking through tens of pages and doing mass update? Here's an example of using a custom function to achieve this. In this case, I needed to merge several notes fields into one text area field as the multiple note fields were becoming unwieldy.
Do you add leads to your CRM via the Zoho CRM API? If so, you'll note that lead assignment rules don't work. I have developed a CRM extension called Advanced Round Robin that you can buy on the Zoho Marketplace.
If you'd prefer to do it yourself, the below code can allow you to add round robin lead assignment functionality (though it's missing many of the more powerful features of the Advanced Round Robin extension). You'll need to set a few config variables like your authtoken and the user role you want leads to be assigned to. You'll also need to create a reference lead that's assigned to one of the users who should receive leads. The script will use this to figure out who should get the next lead. Thanks to Prakash from Zoho for giving me the base code for this script.
Want more options? I have a paid version of this script that you can buy on the Zoho Marketplace.
Want more options? I have a paid version of this script that you can buy on the Zoho Marketplace.
Hey Jeremy
ReplyDeleteI use a recursion function for getting a lot of records. I don't have to use an iterator, the function itself will determine if it has to take another round. Maybe it helps you or someone else.
list space.getRecords(string customViewName, int start)
{
blocksize = 200;
end = (input.start + blocksize - 1);
allRecords = List();
foundRecords = zoho.crm.getRecords(input.customViewName, input.start, end);
if (foundRecords.size() > 0)
{
allRecords.addall(foundRecords);
if (foundRecords.size() == blocksize)
{
followingRecords = thisapp.space.getRecords(input.customViewName, (end + 1));
allRecords.addall(followingRecords);
}
}
return allRecords;
}
Although this example uses a custom view one could also use searchRecords() with a search criteria.
You call it with completeList = thisapp.space.getRecords(, 1).
Best,
Sascha
Nice one Sascha. Recursion is another interesting way to solve this.
ReplyDelete