But that doesn’t mean it’s impossible to run the calculations you need.
We can’t calculate birthdays from annual revenue or determine annual revenue from location data. If there is no logical or mathematical link between the data you have and the data you need, then you can’t calculate one from the other.
#Zoho crm book appointments code
This is a special type of function that controls the flow of your code, determining what code gets executed under which conditions. Let’s look at a bit more at the IF function. Basically, if the present month and day are greater than the DOB month and day, a year gets tacked on to the year-based calculation to account for it. The month calculations determine if the lead’s birthday has passed this year. The year subtraction is easy, just subtracting the lead’s birth year from the present year.
These time periods are compared through subtraction. The comparison operation >= checks to see if the present values for month and day are greater than the DOB values for month and day. Year(Now())-Year($): this one is a mouthful, but it uses the same structure as above, just fetching month and day instead of the year. Example: Calculating Lead Age with Formula Fieldsįor a moderately complex example, let’s consider a formula that will calculate the prospect’s current age, modified from Zoho’s suggested formulas. These built-ins give you a sense of what can be accomplished with the basic scripting language that creates formula fields.
#Zoho crm book appointments full
Full documentation of Zoho CRM’s built-in functions can be found on Zoho’s formula support page. Zoho CRM has fewer built-in tools than Excel, but it still a robust set of built-ins for processing text and numbers.