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In this video, Zoho Expert teaches you step by step how to setup Zoho CRM to automatically chase contacts to upload documents to your CRM.
This video builds on our earlier video (creating the form to request the document from the client and writing the code to make that work), so make sure you watch our previous video first and then come back here: [ Ссылка ]
After watching our first video, you should come back and watch this video which shows you how to request the documents, send the client an email asking for the document, and even chase the client until they upload the document.
To expand on this further on these two videos, you can build a Zoho CRM Blueprint to "Accept" or "Reject" the requested documents and you can create custom views of the Requested Documents module showing you all "Received" documents, "Rejected" documents, "Requested" documents, etc. (let me know if you want me to make a video about this).
ZOHO DELUGE SCRIPT FOR YOUR BUTTON TO CREATE THE DOCUMENT REQUEST RECORD:
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// CREATE DEFAULT RETURN STRING:
returnVar = "Error";
// CREATE TIME VARIABLES:
current_timedate = zoho.currenttime;
current_date = current_timedate.toString("yyyy-MM-dd");
current_time = current_timedate.getSuffix(" ");
zoho_time = current_date + "T" + current_time;
date_tomorrow = zoho.currenttime.addDay(1);
date_tomorrow = date_tomorrow.toString("yyyy-MM-dd");
zoho_time_tomorrow = date_tomorrow + "T" + current_time;
//
// CHECK THAT CONTACT RECORD ID IS NOT EMPTY:
if(Contact_Record_ID != null && Contact_Record_ID != "")
{
// CREATE MAP FOR RECORD CREATION
Create_Requested_Document_Map = Map();
// FILL MAP WITH DATA FOR RECORD CREATION
Create_Requested_Document_Map.put("Name",Contact_First_Name + " " + Contact_Last_Name + " - Proof of Address");
Create_Requested_Document_Map.put("Requested_At",zoho_time);
Create_Requested_Document_Map.put("Document_Type","Proof of Address");
Create_Requested_Document_Map.put("Status","Requested");
Create_Requested_Document_Map.put("Email",Contact_Email);
Create_Requested_Document_Map.put("Contacts",Contact_Record_ID);
Create_Requested_Document_Map.put("Next_Chase_At",zoho_time_tomorrow);
// CREATE REQUESTED DOCUMENT RECORD:
Create_Requested_Document_Response = zoho.crm.createRecord("Requested_Documents",Create_Requested_Document_Map,{"trigger":{"workflow","blueprint","approval"}});
// IF SUCCESSFUL, UPDATE RETURN VAR WITH SUCCESS MESSAGE
if(Create_Requested_Document_Response.containKey("Modified_Time") == true)
{
returnVar = "Successfully Created Document Request for Proof of Address for " + Contact_First_Name + " " + Contact_Last_Name;
}
// ELSE SHOW FAIL MESSAGE
else
{
returnVar = "Error - Could Not Create Document Request for Proof of Address for " + Contact_First_Name + " " + Contact_Last_Name;
}
}
else
{
returnVar = "No Contact Record ID Found";
}
return returnVar;
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I really hope that you find this video useful! There is soooo much that you can do with Zoho if you are willing to put the time and effort in. If you don't have the time or the abilities, then at least this shows you what you can hire someone to do for you.
For more information, please see [ Ссылка ]
