Custom Function
[Zoho CRM] Send Email Template Using Deluge in Zoho CRM
How to send an email using an email template in a Deluge/Custom Function/Button? This function is used to send email using Zoho CRM email templates. We would have to get the template id by going to the respective template and edit it. In the URL of ...
[Zoho CRM] Totalling from Related Records
This function can be used to total a number from a related list. For example, you would like to calculate the revenue from the company based on the deals' amount. Notes: acctId = Accounts ID RelatedRecords = ...
[Zoho CRM] How to create a function for mass action button?
In the function you are about to write, you can edit the Arguments. Let's say for example we're dealing with the Deals module, then what you want to do is add an argument mapping to the Deal ID field. I would suggest putting the mapping value as a ...
[Zoho CRM] How To Create Recurring Tasks In Bulk?
If a particular task is supposed to be performed for multiple records, then instead of creating task for individual records you can create them in bulk. 1.To create recurring tasks in bulk 2.Click the [Module] tab. 3.From the list view select the ...
[Zoho CRM] Copying Field Value to Another Field
In Zoho CRM, it is possible for you to copy a field's value to another field; given if the data type is compatible. What do we mean by this? For example, if you're looking to copy from a text field to a date field, this is not possible as the data ...
[Zoho CRM] Sending Twilio SMS Using Custom Function
If you're using Twilio as your SMS provider in Zoho CRM, this is the way to automate SMS sending using Workflows and Custom Function. To do this, you have to be in the Enterprise edition or higher and you have to have permission from your ...