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 […]
For this tutorial in video form, click here In this article, we’ll show you how to get the list of users from Zoho CRM using a Deluge Script custom function. The Process Open your CRM and head into API v2. Next, head into REST API and then User API. We’re doing this because there’s no […]
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 […]
Zoho CRM has been bestowed with some excellent features in recent years including one that I’m going to show you today, which is the checklist feature within blueprints. I love checklists and I was pretty excited when I saw the feature announcement. Have a look at this. I change to a new status and I […]
If you’ve been working with Zoho Creator for a while and you know a lot about Deluge script, it’s time for you to demonstrate this knowledge by going through the Zoho Creator Developer Program. Being certified as a Zoho Creator developer has some nice perks. You get to be part of a special community where […]
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 […]
For this tutorial in video form, click here In this article, we’ll be discussing the creation of related lists in Zoho CRM. Related Lists allow you to see the connections between records. For example, which invoices belong to a particular account? You get a bunch of related lists out of the box, but if you […]