Configure SMS/WhatsApp Logs on Record

Now, let’s configure SMS logs – a record of incoming and outgoing texts associated with a lead, contact or custom modules with below configuration

Configure SMS/WhatsApp Logs as Related list on Lead Module

Open any lead record detail view and click on add a new related list at the bottom
Now choose “Functions” to add contextual SMS records related to lead
Create a new function
Give any name for the function, display name, and description
Paste below code in code editor


record = zoho.crm.getRecordById("Leads",lid.toLong());
phone = record.getJSON("Phone");
phone = encodeUrl(phone);
data1 = invokeurl
[
url :"https://app.crm-messaging.cloud/index.php/Zoho/recordTest?phone=" + phone + "&token=" + token
type :GET
];
data = "<record>";
data = data + "<row no='0'><FL value='From'>From</FL><FL value='To'>To</FL><FL value='MSG'>MSG</FL><FL value='Log'>Log</FL><FL value='Date'>Date</FL></row>";
i = 1;
for each newdata in data1
{
data = data + "<row no='" + i + "'><FL value='From'>" + newdata.getJSON("from") + "</FL><FL value='To'>" + newdata.getJSON("to") + "</FL><FL value='MSG'>" + newdata.getJSON("msg") + "</FL><FL value='Log'>" + newdata.getJSON("log") + "</FL><FL value='Date'>" + newdata.getJSON("date") + "</FL></row>";
i = i + 1;
}
return data + "</record>";

6. Click on Edit Arguments and map lid with lead id and token with

Zoho token in CRM Variables as shown below.

7. Click Save and Save your related list by giving a name like SMS logs

You will now get all SMS logs in the related list mapped on each lead.

Configure SMS Logs as a Related list on Contact Module

Open any Contact record detail view and click on add a new related list at the bottom
Now choose “Functions” to add contextual SMS records related to contact
Create a new function
Give any name for the function, display name, and description
Paste the below code in the code editor


record = zoho.crm.getRecordById("Contacts",lid.toLong());
phone = record.getJSON("Phone");
phone = encodeUrl(phone);
data1 = invokeurl
[
url :"https://app.crm-messaging.cloud/index.php/Zoho/recordTest?phone=" + phone + "&token=" + token
type :GET
];
data = "<record>";
data = data + "<row no='0'><FL value='From'>From</FL><FL value='To'>To</FL><FL value='MSG'>MSG</FL><FL value='Log'>Log</FL><FL value='Date'>Date</FL></row>";
i = 1;
for each newdata in data1
{
data = data + "<row no='" + i + "'><FL value='From'>" + newdata.getJSON("from") + "</FL><FL value='To'>" + newdata.getJSON("to") + "</FL><FL value='MSG'>" + newdata.getJSON("msg") + "</FL><FL value='Log'>" + newdata.getJSON("log") + "</FL><FL value='Date'>" + newdata.getJSON("date") + "</FL></row>";
i = i + 1;
}
return data + "</record>";

6. Click on Edit Arguments and map lid with contact id and token with zoho token stored in CRM Variables as shown below.

7. Click Save and Save your related list by giving a name like SMS logs

You will now get all SMS logs in the related list mapped on each contact.

For setting up Send SMS and Bulk SMS Buttons on different fields and modules, use the below code.

Go to Settings => Links & Buttons => Choose your module =>New Button => Name your button => Place your button => Choose Writing Functions as action

and name your function and add below code in code editor


getSettings = invokeurl
[
url :"https://app.crm-messaging.cloud/index.php/Zoho/getConfiguration?token=" + token
type :GET
];
settings = getSettings.getJSON("config");
record = zoho.crm.getRecordById("Leads",cid.toLong());
if(settings == "phone" || settings == "")
{
phone = record.getJSON("Phone");
if(phone == "" || phone == null)
{
phone = record.getJSON("Mobile");
}
}
else if(settings == "mobile")
{
phone = record.getJSON("Mobile");
if(phone == "" || phone == null)
{
phone = record.getJSON("Phone");
}
}
else
{
phone = record.getJSON("");
}
phone = encodeUrl(phone);
uri = "https://app.crm-messaging.cloud/index.php/Zoho/smsSend?phone=" + phone + "&orgid=" + orgId;
openUrl(uri,"new window");
return "";