Updates to the overall project

Deluge Functions/Buttons/convert_record_to_other_module.ds

@@ -0,0 +1,52 @@
+//Anything within curly brackets will need to be replaced to the correct module, field, or variable.
+
+// This variable will be important to get the specific fields within the record.
+rec = zoho.crm.getRecordById({module},{argumentId});
+
+// These variables are used to simplify getting field information 
+name = rec.get("First_Name") + " " + rec.get("Last_Name");
+totalWattage = rec.get("Wattage_Per_Panel") * rec.get("Number_of_Panels");
+
+// A temporary map is created to store the data from the original record.
+mp = Map();
+
+// This if-statement verifies that the user has paid using a field. If the field is selected, it will return true and will
+// allow you to convert the record. However, if the field is not selected it will give you an error.
+
+if(rec.get("Has_Paid") == true)
+{
+	// These statements follow the format mp.put({fieldInNewModule}, {fieldInOriginalModule});
+	// For example in the instructions below, the statement will put the value name from line 7
+	// into the keyword "Name". These keys are stored into the map and will then be used to create
+	// the record in line 37.
+
+	mp.put("Name",name);
+	mp.put("Email",rec.get("Email"));
+	mp.put("First_Name",rec.get("First_Name"));
+	mp.put("Last_Name",rec.get("Last_Name"));
+	mp.put("Phone",rec.get("Phone"));
+	mp.put("Mobile",rec.get("Mobile"));
+	mp.put("Email",rec.get("Email"));
+	mp.put("Installation_Address",rec.get("Installation_Address"));
+	mp.put("Installation_City",rec.get("Installation_City"));
+	mp.put("Installation_State",rec.get("Installation_State"));
+	mp.put("Installation_Zip_Code",rec.get("Installation_Zip_Code"));
+	mp.put("Number_of_Panels",rec.get("Number_of_Panels"));
+	mp.put("Wattage_Per_Panel",rec.get("Wattage_Per_Panel"));
+	mp.put("Installation_Zip_Code",rec.get("Installation_Zip_Code"));
+	mp.put("Total_Wattage",totalWattage.toString());
+	createClient = zoho.crm.createRecord("Clients",mp);
+	result = "Success!";
+
+	// If you would like to delete the record after it is converted you can uncomment out lines 43-45 by
+	// removing the double forward slash.
+	//Delete Record
+	//deleteRecordMap = Map();
+	//deleteRecordMap = {"module":"{module}","id":argumentId};
+	//deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap);
+}
+else
+{
+	result = "ERROR: Prospect has not paid or \"Has Paid\" field hasn't been updated. Please verify these requirements have been met.";
+}
+return result;

Deluge Functions/Custom Functions/Capturing_Sales_Region.ds

@@ -0,0 +1,29 @@
+This folder will contain custom functions for Zoho CRM. These functions will have the following format
+
+// Author: georgeotj
+// Description: Based on a Lead's country, they will be marked to a specific region in their profile.
+// Requirements: Custom field called "Region" in the Leads module inside the Address Information
+// Arguments: leadId: Lead Id, country:  Country, fieldToUpdate: Region
+
+// Declare variables
+countryList1 = {"united kingdom","uk","great britain","gb"};
+countryList2 = {"united states","usa","us"};
+countryList3 = {"argentina","bolivia","brazil","chile","colombia","ecuadar","guiana","guyana","mexico","paraguay"};
+countryList4 = {"France","Belgium","Germany","Netherlands","Ireland","Israel","South Africa","Italy","United Arab Emirates","Spain"};
+countryList5 = {"Singapore","China","Japan","Thailand","Vietnam","Malaysia","Mauritius","Hongkong","Maldives","Pakistan"};
+countryMap = {"UK":countryList1,"US":countryList2,"SAMERICA":countryList3,"EMEA":countryList4,"APAC":countryList5};
+
+countryMapkKey = countryMap.keys();
+mailingRegion = "";
+
+// Code
+for each  region in countryMapkKey
+{
+	countryListValue = countryMap.get(region);
+	if(countryListValue.contains(country.toLowerCase()))
+	{
+		mailingRegion = region;
+	}
+}
+updateMap = {fieldToUpdate:mailingRegion};
+updatedResponse = zoho.crm.updateRecord("Leads",leadId,updateMap);

Deluge Functions/Custom Functions/Close_Junk_Lead_Tasks.ds

@@ -0,0 +1,19 @@
+// Author: georgeotj
+// Description: There are many sources for lead generation within Zoho CRM. When you validate the leads during the nurturing process, a few leads will qualify as Junk. Even if you mark a lead as junk, the tasks associated with it will remain open. This function allows you to close tasks associated with junk leads.
+// Requirements: No changes necessary for CRM.
+// Arguments: LeadID: Lead Id, status: Lead Status
+
+// Declare variables
+
+// Code
+if(leadStatus.contains("Junk"))
+{
+	relatedTask = zoho.crm.getRelatedRecords("Tasks","Leads",leadId);
+	for each  task in relatedTask
+	{
+		mapVariable = Map();
+		mapVariable.put("Status","Completed");
+		taskID = task.get("id");
+		updateTask = zoho.crm.updateRecord("Tasks",taskID,mapVariable);
+	}
+}

Deluge Functions/Custom Buttons/convert_lead_from_quote_view.ds → Deluge Functions/Custom Functions/Convert_Lead_From_Quote_View.ds

@@ -26,4 +26,4 @@ quote_map.put("Contact_Name",contact_ID);
 
 // Update Quote with Account / Contact ID
 resp = zoho.crm.updateRecord("Quotes",quote_ID,quote_map);
-return "Success: Lead Converted";
+return "Success: Lead Converted";

Deluge Functions/Custom Functions/Convert_Lead_To_Prospect.ds

@@ -0,0 +1,21 @@
+//Arguments: leadId = Lead ID
+rec = zoho.crm.getRecordById("Leads1",leadId);
+mp = Map();
+// Get data from the Prospect record and make a Lead record
+mp.put("First_Name",rec.get("First_Name"));
+mp.put("Last_Name",rec.get("Last_Name"));
+mp.put("Email",rec.get("Email"));
+if(rec.get("Phone_Type") == "Mobile")
+{
+	mp.put("Mobile",rec.get("Phone"));
+}
+else
+{
+	mp.put("Phone",rec.get("Phone"));
+}
+createProspect = zoho.crm.createRecord("Leads",mp);
+//  Delete Prospect record
+//deleteRecordMap = Map();
+//deleteRecordMap = {"module":"Leads1","id":leadId};
+//deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap);
+return rec;

Deluge Functions/Custom Functions/Create_CF_History_Record.ds

@@ -0,0 +1,40 @@
+// Author: georgeotj
+// Description: This script will allow you to create a new record to keep a history of the changes made to a specific custom field
+// Requirements: Associated Module is Dealsd, Custom Module with fields Name (Single Line), Owner (Lookup), Updated From (Single Line), Updated To (Single line), Deal Associated (Lookup, Deals)
+// Arguments: dealId Deal Id
+
+// Declare variables
+related = zoho.crm.getRelatedRecords("CF_Updated_History","Deals",dealId);
+deal = zoho.crm.getRecordById("Deals",dealId);
+currentClose = deal.get("Expected_Close_Date");
+previousClose = deal.get("Previous_Close_Date");
+dealName = deal.get("Deal_Name");
+lastModified = deal.get("Modified_By");
+
+//Code
+// Try to create the lastEntry variable but if there's nothing available set it to today.
+try 
+{
+	lastEntry = related.get(0).get("Created_Time");
+}
+ catch (e)
+{	lastEntry = today.toDate();
+}
+timeDif = days360(lastEntry,today);
+
+//Create the record
+if(currentClose != previousClose)
+{
+	mp = Map();
+	mp.put("Updated_To",currentClose);
+	mp.put("Updated_From",previousClose);
+	mp.put("Deal_Associated",dealId);
+	mp.put("Name",dealName);
+	mp.put("Owner",lastModified);
+	mp.put("Days_Between_Changes",timeDif.toString());
+	createRec = zoho.crm.createRecord("Deal_CF_History",mp);
+	// Update fields in Deals Module
+	updatePrevMap = Map();
+	updatePrevMap.put("Previous_Close_Date",currentClose);
+	updatePrevious = zoho.crm.updateRecord("Deals",dealId,updatePrevMap);
+}

Deluge Functions/Custom Functions/Create_Projects_While_Winning_Potentials.ds

@@ -0,0 +1,22 @@
+This folder will contain custom functions for Zoho CRM. These functions will have the following format
+
+// Author: Zach Zivnuska
+// Description: This function will automatically create a new Project whenever a deal is created.
+// Requirements: Must have an active Zoho Projects account
+// Arguments: N/A
+// Notes: 	//In order to get your URL, you must replace the [portalId] with your organization's
+            //To get your portalId, follow the instructions below
+	          //Go to Zoho Projects --> go to Setup --> Under 'Integration' click "Developer Space" in the page that opens, 
+            //click on "Service Hooks" --> look at the URL's and you will see your organization's portalId.
+
+// Declare variables
+m = {"name":name};
+
+// Code
+response = invokeurl
+[
+  url :"https://projectsapi.zoho.com/restapi/portal/[portalId]/projects/"
+	type :POST
+	parameters:m
+	connection:"zoho264"
+];

Deluge Functions/Custom Functions/Creating_Sales_Order_For_Zoho_Books_From_Zoho_CRM.ds

@@ -0,0 +1,25 @@
+sOrderObj = zoho.crm.getRecordById("Sales_Orders", id);
+crmSOProductLst = sOrderObj.get("Product_Details");
+crmContactId = ifnull(sOrderObj.get("Contact_Name"),{"id", null}).get("id");
+crmAccountId = ifnull(sOrderObj.get("Account_Name"),{"id", null}).get("id");
+prodList=List();
+for each product in crmSOProductLst
+{  
+  pId = product.get("product").get("id");
+  quantity = product.get("quantity");
+  listPrice = product.get("list_price").toDecimal();
+  zbPId = zoho.books.getRecords("Items", "668072369","zcrm_product_id="+pId).get("items").get(0).get("item_id");
+  prodmp = map();
+  prodmp.put("item_id",zbPId); 
+  prodmp.put("rate",listPrice); 
+  prodmp.put("quantity",quantity); 
+  prodList.add(prodmp); 
+}
+customerid = zoho.books.getRecords("Contacts", "668072369","zcrm_account_id="+crmAccountId).get("contacts").get(0).get("contact_id");
+mp = map();
+mp.put("customer_id",customerid);
+mp.put("line_items",prodList);
+mp.put("date",today);
+mp.put("custom_fields", [{"label": "Third Party Cleaned", "value": sOrderObj.get(“Cleaned_By_Joe”)},{"label":"Con Note No", "value": sOrderObj.get(“Consignment_Note_Number”)},{“label":"DATE INVOICE SENT", "value": sOrderObj.get(“DATE_INVOICE_SENT”)},{“label":"Delivery Terms", "value": sOrderObj.get(“Delivery_Terms”)},{“label":"Shipment Date", "value": sOrderObj.get(“Ready_For_Despatch_Date”)},{“label":"Freight Company", "value": sOrderObj.get(“Freight_Company_Out”)},{“label":"Freight Company", "value": sOrderObj.get(“Freight_Company_Out”)},{“label":"Payment Received Date", "value": sOrderObj.get(“Payment_Received_Date”)},{“label":"PO Received Date", "value": sOrderObj.get(“PO_Received_Date”)},{“label":"Sales Order#", "value": sOrderObj.get(“Project_Quote_Number”)},{“label":"PO Number", "value": sOrderObj.get(“Purchase_Order”)},{“label":"Quote Category", "value": sOrderObj.get(“Quote_Category”)},{“label":"Sales Order Type", "value": sOrderObj.get(“Sales_Order_Type”)},{“label":"Status", "value": sOrderObj.get(“Status”)},{“label":"Subject", "value": sOrderObj.get(“Subject”)}]);
+createSoInZBRes = zoho.books.createRecord("SalesOrders","668072369", mp);
+info createSoInZBRes;

Deluge Functions/Custom Functions/Current_Value_In_Previous.ds

@@ -0,0 +1,15 @@
+// Author: georgeotj
+// Description: To be able to keep a history of status changes, we must ensure that we still keep the previous choice. This will work with a Workflow that will only run when new deals are created. 
+// Requirements: In the deals module, you must create 2 Custom Fields that will store the current and the previouas status'.
+// Arguments: dealId = Deal Id
+
+// Declare variables
+deal = zoho.crm.getRecordById("Deals",dealId);
+
+//Code
+currentClosing = deal.get("Expected_Close_Date");
+previousClosing = deal.get("Previous_Close_Date");
+mp = Map();
+mp.put("Previous_Close_Date",deal.get("Expected_Close_Date"));
+updateResp = zoho.crm.updateRecord("Deals",dealId,mp);
+info updateResp;

Deluge Functions/Custom Functions/Generate_Total_Revenue_From_Deals

@@ -0,0 +1,24 @@
+This folder will contain custom functions for Zoho CRM. These functions will have the following format
+
+// Author: georgeotj
+// Description: This function will track total revenue by adding up all the deals
+// Requirements: This will require a custom field in the "Accounts" module, it will be called Total Revenue.
+// Arguments: accountId:Account Id, Total_Revenue:Total Revenue
+
+// Declare variables
+accountID1 = accountId.toString();
+resp = zoho.crm.getRelatedRecords("Deals","Accounts",accountId);
+total = 0.0;
+
+// Code
+for each  rec in resp
+{
+	stage = rec.get("Stage").toLowerCase();
+	if(stage.contains("won"))
+	{
+		total = total + rec.get("Amount").toDecimal();
+		info total;
+		updateResp = zoho.crm.updateRecord("Accounts",accountId,{"Total_Revenue":total});
+		info updateResp;
+	}
+}

Deluge Functions/Custom Functions/Lead_Scoring.ds

@@ -0,0 +1,70 @@
+This folder will contain custom functions for Zoho CRM. These functions will have the following format
+
+// Author: georgeotj
+// Description: To rate leads, we want to follow certain criteria like having a phone numberm, email, and more information.
+// Requirements: Leads module with a custom text field called, "LeadScore"
+// Arguments: leadId:Lead Id, phone:Phone, email:Email, title:Title, website:Website, industry:Industry, scoreField:LeadScore
+
+// Declare variables
+
+
+// Code
+//Verify that if the fields are null (different from isEmpty())
+if(phone.isNull()) {
+	phone = "";
+}
+if(email.isNull()) {
+	email = "";
+}
+if(title.isNull()) {
+	title = "";
+}
+if(website.isNull()) {
+	website = "";
+}
+if(industry.isNull()){
+	industry = "";
+}
+if(scoreField.isNull() || scoreField.isEmpty()) {
+	scoreField = "";
+}
+
+//Start counting up the points
+point = 0;
+
+if(phone.length() >= 9) {
+	point += 2;
+}
+if(!(email.contains("gmail") || email.contains("yahoo") || email.contains("outlook") || email == "")) {
+	point += 2;
+}
+if(title.contains("CEO") || title.contains("manager") || title.contains("dir") || title.contains("VP")) {
+	point += 2;
+}
+if(!website.isBlank()) {
+	point += 2;
+}
+if(industry.contains("ERP")) {
+	point += 2;
+}
+
+//Calculating the points. 
+if(point >= 9) {
+	score = "*****";
+}
+else if(point >= 7) {
+	score = "****";
+}
+else if(point >= 5) {
+	score = "***";
+}
+else if(point >= 3) {
+	score = "**";
+}
+else if(point >= 1) {
+	score = "*";
+}
+else {
+	score = "";
+}
+updatedResponse = zoho.crm.updateRecord("Leads",leadId,{"LeadScore":score});

Deluge Functions/Custom Functions/Mass_Update_of_Child_Contacts.ds

@@ -0,0 +1,26 @@
+// Author: georgeotj
+// Description: Automatically updates the address of child contacts whenever the address information for the Account is updated.
+// Requirements: N/A
+// Arguments: accID = Account Id
+
+// Declare variables
+rec = zoho.crm.getRecordById("Accounts",accId);
+resp = zoho.crm.getRelatedRecords("Contacts","Accounts",accId);
+
+// Code
+for each  ele in resp
+{
+	mp = Map();
+	mp.put("Mailing_Street",rec.get("Billing_Street"));
+	mp.put("Mailing_City",rec.get("Billing_City"));
+	mp.put("Mailing_State",rec.get("Billing_State"));
+	mp.put("Mailing_Zip",rec.get("Billing_Code"));
+	mp.put("Mailing_Country",rec.get("Billing_Country"));
+	mp.put("Other_Street",rec.get("Shipping_Street"));
+	mp.put("Other_City",rec.get("Shipping_City"));
+	mp.put("Other_State",rec.get("Shipping_State"));
+	mp.put("Other_Zip",rec.get("Shipping_Code"));
+	mp.put("Other_Country",rec.get("Shipping_Country"));
+	contactId = ele.get("id");
+	updateResp = zoho.crm.updateRecord("Contacts",ele.get("id"),mp);
+}

Deluge Functions/Custom Functions/README.txt

@@ -0,0 +1,10 @@
+This folder will contain custom functions for Zoho CRM. These functions will have the following format
+
+// Author:
+// Description: 
+// Requirements:
+// Arguments:
+
+// Declare variables
+
+// Code

Deluge Functions/Custom Functions/Show_Related_Addresses_Of_Account.ds

@@ -0,0 +1,15 @@
+// Author: georgeotj
+// Description: When your CRM has a lot of customers with different shipping addresses, managing them could become a pain. Using this, a user can create a Zoho Creator application that will allow the user to modify a Creator form that would easily change the shipping address depending on which Account the user selects.
+// Requirements: Several modifications are required for this script to run correctly, this includes creating a new module and related list.
+// Arguments: N/A
+
+// Declare variables
+accountId = input.Account_Name.toLong();
+relRecs = zoho.crm.getRelatedRecords("Associated_Shipping_Location","Accounts",accountId);
+
+// Code
+clear Shipping_Address;
+for each  rec in relRecs
+{
+	input.Shipping_Address:ui.add(rec.get("Name"));
+}