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Search records in Zoho CRM by PDC

Search Records in CRM By PDC

The zoho.crm.searchRecordsByPDC() method enables you to search records in CRM based on predefined column names.

Syntax

zoho.crm.searchRecordsByPDC(<moduleName>,<criteriaColumnName>,<criteriaColumnValue>);

where,

<moduleName> refers to the name of the CRM module listed in the table.

<criteriaColumnName> refers to the name of the field in the specified module.

<criteriaColumnValue> refers to the value to be searched

Default predefined columns in each module:

Module Fields
Leads
  • email
  • campaignid
Accounts
  • accountid
  • accountname
Contacts
  • contactid
  • accountid
  • vendorid
  • campaignid
  • email
Potentials
  • potentialid
  • accountid
  • campaignid
  • contactid
  • potentialname
Campaigns
  • campaignid
  • campaignname
Cases
  • caseid
  • productid
  • accountid
  • potentialid
Solutions
  • solutionid
  • productid
Products
  • productid
  • vendorid
  • productname
Quotes
  • quoteid
  • potentialid
  • accountid
  • contactid
Vendors
  • vendorid
  • vendorname
Tasks
  • taskid
Events
  • eventid
SalesOrders
  • salesorderid
  • potentialid
  • accountid
  • contactid
  • quoteid
PurchaseOrders
  • purchaseorderid
  • contactid
  • vendorid
Invoices
  • invoiceid
  • accountid
  • salesorderid
  • contactid
Notes
  • notesid

Example

crmResp=zoho.crm.searchRecordsByPDC("Accounts", "accountname", "test");

Response from CRM

{"SIC Code":"0","Phone":"5645","Account Owner":"ZohoTest","Employees":"0","Account Name":"test",
"Account Number":"0","Created By":"ZohoTest","ACCOUNTID":"380146000000055003","MODIFIEDBY":"380146000000041003",
"Annual Revenue":"0","Created Time":"2011-07-26 13:59:03","Modified By":"ZohoTest","SMOWNERID":"380146000000041003",
"SMCREATORID":"380146000000041003","Modified Time":"2011-07-26 13:59:03"}

Note:

  • All the keys in the response map are case sensitive.

Using Script Builder

You can define the searchrecordsbypdc() task using Script Builder by following the steps given below:

  1. Drag and drag the Call function to the builder area and select Integration Tasks.
  2. Select the Service as Zoho CRM and the function as searchrecordsbypdc.
  3. The CRM Module Name lists all the CRM modules. Select the required module from which the record will be searched.
  4. Specify the Criteria Column Name, which is the name of the field in the selected module, to search the records.
  5. Specify the Criteria Column Value, which is the value in the criteria column, to search the records.
  6. Specify the CRM Response Variable and click Done to add the task to the script builder.

7. Click Save Script to add the script to the script builder.

Related Links

http://www.zoho.com/crm/help/api/getsearchrecordsbypdc.html

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