How to Guide for Custom Functions in Zoho CRM - Deluge Script for beginners - Zoho Expert

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Please Like this video, Comment on it, and Subscribe to our Channel to show your support :)
As requested by one of our RU-vid subscribers, we have made a video showing all the basics of Zoho Custom Functions. I hope you get some value from this video, it took a long time to make :)
For more information please visit www.zohoexpert...

Опубликовано:

18 сен 2024

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Комментарии : 43

@martinostrovsky1980 10 месяцев назад

Thanks for the video. I learned new functions I didn't know.

@ZohoExpert 10 месяцев назад

Glad it was helpful!

@thomasbalmes4386 7 месяцев назад

Thank you for this video. After hours of searching tutorials, this is the only one that made sense to me. I'm starting to get it now

@ZohoExpert 5 месяцев назад

Thanks for your comment! I’m so glad it was helpful!

@ZohoExpert 4 месяца назад

Just saw this comment again and it makes me so happy. I hope you’re getting on well with your Zoho journey!

@andrewday5960 3 года назад

Thanks Gregory. Very informative for anyone heading into Deluge. Cheers

@ZohoExpert 3 года назад

So glad you liked it, Andrew! Thanks for the comment 😀. Hope you have subscribed, I'll be making further videos on deluge soon

@PNUK 2 года назад

Great video this. Helping me get my head around Deluge. Documentation makes me crosseyed Greg. I'm gonna send you an email I just sent someone your way for some custom work.

@ZohoExpert 2 года назад

Thanks Paul, I enjoy your videos too! I appreciate the recommendation! Keep up the good work

@thechrome1893 10 месяцев назад

so clear and detailed, thank you! is working with custom functions in Zoho desk the same ?

@ZohoExpert 10 месяцев назад

Thanks for your comment! So glad you enjoyed it 😊 Yes, the function editor is almost exactly the same in Zoho Desk (and most Zoho apps) and the code you write is the same as well! It’s fantastic 😄

@thechrome1893 10 месяцев назад

@@ZohoExpert perfect 😀 thank you for the reply!

@ZohoExpert 10 месяцев назад

@thechrome1893 my pleasure!

@pauloyumul3534 Год назад

Thanks! Answered a lot of questions in my mind, KUDOS!!

@ZohoExpert Год назад

So glad it was helpful! Thanks for your support

@antistaticagency Год назад

This was a great tutorial, thank you!!!

@ZohoExpert Год назад

Glad it was helpful! Thanks for your comment :)

@sanjaybabu4417 2 года назад

Superb Bro.. Very Use full This Vedio Contrats....

@loverboysc 3 года назад

Would be nice to see what ideas you have for centralizing all notifications within Zoho Cliq and or Zoho connect as many of us just think email is no longer a very productive tool for us to use.

@ZohoExpert 3 года назад

I agree. My rule of thumb is that only important notifications to the users of the org should come via email (or better, a task with an email), then everything else can just be a signal (e.g. shows in the notification menu) or Cliq, but I find that if too many notifications come through Cliq they also just get ignored. That's why I like having tasks only for important "to do" things, then you only complete the task once completed. You can also "snooze" tasks using blueprints and custom views. I'll probably make a video on this in a few weeks when I'm back from holiday

@GrayKinney 2 года назад

Thank you! This really helps!

@ZohoExpert 2 года назад

Glad my video helped you. Thanks for the comment!

@mr_doosey 3 года назад

Awesome video!

@ZohoExpert 3 года назад

Thanks, glad you liked it 😀

@mediacontrolled2475 2 года назад

How do you make the code execute automatically? I'm trying to automate, but the code only works when i manually execute it.

@ZohoExpert 2 года назад

It all comes down to where you write the code. For example use a CRM workflow or schedule and then you choose when to run the code based on the workflow rule or schedule

@picolosoccer17 4 месяца назад

How would I do this for transferring notes?

@ZohoExpert 4 месяца назад

Probably in a workflow rule. You can lookup the notes api on google

@Iamrelia 2 года назад

Hi do you know how to make email automations as an example; customer sends a message and the server sends an automatic email back to the customer?

@ZohoExpert 2 года назад

Hi, yes, many ways to achieve this. But it depends on lots of factors. Where is the email being sent from? Zoho CRM, Zoho Mail, or Gmail/Outlook?

@letswalkthailand Год назад

I’m trying to write a code to remove middle initial from the first name in the Leads field in crm? Can u explain it in one of your videos?

@experimentsclub Год назад

I would use get prefix for the first name field and use space as the delimiter.

@ZohoExpert Год назад

Spot on!

@fsqabr 4 месяца назад

I literally want to do the most simple function in existence but all these tutorials are trying to teach me how to code a massive functional application or learn every function in Deluge. I just want to click a button and have it change text in a Deal module field to "Yes". That's it....

@ZohoExpert 4 месяца назад

I suggest you watch the tutorial, all the skills you need are shown in this video. You can increase the playback speed and then slow it down at the parts that are relevant to you. Good luck

@fsqabr 4 месяца назад

@@ZohoExpert watched front to back. I’m just an idiot. But I figured it out from a few posts. The field updates with the requested text, but now the workflow rule doesn’t trigger. It triggers when I type the same word, but not when the button populates the field with that text. I canceled Salesforce because of how clunky it is, but I’m not doing too much better with Zoho.

@ZohoExpert 4 месяца назад

@fsqabr make sure when you’re code updates the record to populate the field you “trigger” workflows. See in my video where I talk about triggering

@sgdonuts 2 года назад

Pls help, I need to custom functions in Zoho estimate for additional discounts columns..how can I do that..

@ZohoExpert 2 года назад

Unfortunately, I am not able to help to such an extent on RU-vid. If you want to hire me as a consultant, please see zepartner.net

@mediacontrolled2475 2 года назад

Would somebody be able to look at my code and help me figure out what I'm doing wrong? I'm trying to automate Job creation on Zoho People, but i can't get it to work.

@ZohoExpert 2 года назад

Unfortunately, I am not able to help to such an extent on RU-vid. If you want to hire me as a consultant, please see zepartner.net