In this post, I’m going to go over how to use Deluge script with subforms and Zoho Creator. The scenario I have is I’m building an inventory management system where I need to keep track of the moving of items from warehouses to customer orders. For that reason, I’m going to start by creating a […]
In this post I am going to be answering a question from the forums about doing a mass update using the value of another field. I’ll make up a scenario to make the question more concrete. The issue here is that we’ve got thousands of leads in the CRM that were imported from a […]
In this post I am going to show you how to make a custom related list. In this case, I’m showing the purchase orders in which a particular product is found. The way to do that is to create an XML document that represents the related list. You can find this documentation on the Zoho […]
In this post, I’m going to show you how to use Zoho Analytics to combine data from leads, deals, and sales orders so you can see the relative conversion rate. For example, in this chart we’ve got the leads in yellow, the sales orders in blue, and the deals in green, which gives you a […]
In this post, I’m going to show you how to copy data from a lookup field in one module to another module’s lookup field. In this particular module, there’s a lookup field called Rep Firm. Originally, it wasn’t set up like that. It was set up with a dropdown list, with hard-coded values. We realized […]
In this post, we’ll go through how to use getURL tasks to retrieve content from other websites as part of the Zoho CRM custom function. As a fun little exercise, what I’m going to do is set up a custom function that will get the latest results from my local park run and email it […]
For this tutorial in video form, refer to this youtube link. Zoho recently released a new feature that has been eagerly anticipated for many years: The ability to add or remove rows from the subform. I found the documentation a bit confusing, so I’m going to show you an example on how it works. As […]
In the past few posts, we’ve been making use of the Zoho CRM API to get data like the list of active users or to be able to delete records from the CRM. Let’s talk a bit more about how the API works, as opposed to the CRM integration tasks that you get from Deluge. […]
If you want to use special API methods like COQL queries or deleting records, you’ll soon find that deluge doesn’t have out of the box wrappers. Whilst you can use integration methods like zoho.crm.getRecordById for simpler API methods, quite a few of the API methods aren’t supported. Luckily there’s a relatively easy way to get […]
Let’s talk about the do’s and don’ts of SMS in Zoho CRM. I’ve got a number of areas I’d like to give you some tips on. Let’s go through each of them in short and we’ll talk about what to do and what not to do. Length of Message SMS stands for short message service. […]