Calculating birthdays might not be the greatest use of your computing power, so let’s consider how we might build a custom formula to help your team. Creating Useful Formulasįormulas are most useful when they perform a task that a human won’t, can’t, or doesn’t want to do. You can explore additional formulas at Zoho CRM’s documentation, where useful example functions have been posted. Without the IF function, the formula would incorrect describe you as 19 from January 1, 2019, onward.
This corrects the error of the yearly subtraction, which doesn’t account for when you were born within the year.įor example, if you’re born on May 1, 2000, this function could correctly put your age at 18 on Apr 30 and 19 on May 1. However, if the birthday hasn’t come this year, the function subtracts 1. If we’ve already passed the lead’s birthday this year, then the yearly subtraction will produce the correct value on its own. Of course, that does basically nothing, but it’s by design. In our example, if true, it subtracts 0 years from the year total. When false, the second operation is performed. When the argument in the IF statement evaluates to true (i.e., it’s correct or accurate), then the first operation is performed. 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. 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.
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