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

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ความคิดเห็น • 43

  • @martinostrovsky1980
    @martinostrovsky1980 7 หลายเดือนก่อน +2

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

    • @ZohoExpert
      @ZohoExpert  7 หลายเดือนก่อน

      Glad it was helpful!

  • @thomasbalmes4386
    @thomasbalmes4386 4 หลายเดือนก่อน +1

    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
      @ZohoExpert  3 หลายเดือนก่อน +1

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

    • @ZohoExpert
      @ZohoExpert  2 หลายเดือนก่อน

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

  • @andrewday5960
    @andrewday5960 2 ปีที่แล้ว +2

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

    • @ZohoExpert
      @ZohoExpert  2 ปีที่แล้ว

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

  • @pauloyumul3534
    @pauloyumul3534 ปีที่แล้ว +1

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

    • @ZohoExpert
      @ZohoExpert  ปีที่แล้ว

      So glad it was helpful! Thanks for your support

  • @antistaticagency
    @antistaticagency ปีที่แล้ว +1

    This was a great tutorial, thank you!!!

    • @ZohoExpert
      @ZohoExpert  ปีที่แล้ว

      Glad it was helpful! Thanks for your comment :)

  • @GrayKinney
    @GrayKinney 2 ปีที่แล้ว +1

    Thank you! This really helps!

    • @ZohoExpert
      @ZohoExpert  2 ปีที่แล้ว

      Glad my video helped you. Thanks for the comment!

  • @sanjaybabu4417
    @sanjaybabu4417 2 ปีที่แล้ว +2

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

  • @mr_doosey
    @mr_doosey 2 ปีที่แล้ว +1

    Awesome video!

    • @ZohoExpert
      @ZohoExpert  2 ปีที่แล้ว +1

      Thanks, glad you liked it 😀

  • @PNUK
    @PNUK 2 ปีที่แล้ว +1

    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
      @ZohoExpert  2 ปีที่แล้ว

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

  • @thechrome1893
    @thechrome1893 8 หลายเดือนก่อน +1

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

    • @ZohoExpert
      @ZohoExpert  8 หลายเดือนก่อน +1

      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
      @thechrome1893 7 หลายเดือนก่อน +1

      @@ZohoExpert perfect 😀 thank you for the reply!

    • @ZohoExpert
      @ZohoExpert  7 หลายเดือนก่อน

      @thechrome1893 my pleasure!

  • @loverboysc
    @loverboysc 2 ปีที่แล้ว +3

    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
      @ZohoExpert  2 ปีที่แล้ว +1

      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

  • @Iamrelia
    @Iamrelia 2 ปีที่แล้ว +1

    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
      @ZohoExpert  2 ปีที่แล้ว

      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?

  • @mediacontrolled2475
    @mediacontrolled2475 2 ปีที่แล้ว +2

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

    • @ZohoExpert
      @ZohoExpert  2 ปีที่แล้ว

      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

  • @letswalkthailand
    @letswalkthailand ปีที่แล้ว +1

    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
      @experimentsclub ปีที่แล้ว +1

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

    • @ZohoExpert
      @ZohoExpert  ปีที่แล้ว

      Spot on!

  • @sgdonuts
    @sgdonuts 2 ปีที่แล้ว

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

    • @ZohoExpert
      @ZohoExpert  ปีที่แล้ว

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

  • @picolosoccer17
    @picolosoccer17 หลายเดือนก่อน +1

    How would I do this for transferring notes?

    • @ZohoExpert
      @ZohoExpert  หลายเดือนก่อน

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

  • @mediacontrolled2475
    @mediacontrolled2475 2 ปีที่แล้ว

    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
      @ZohoExpert  ปีที่แล้ว

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

  • @proverbialcream
    @proverbialcream ปีที่แล้ว +1

    1:10

  • @fsqabr
    @fsqabr 2 หลายเดือนก่อน +1

    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
      @ZohoExpert  2 หลายเดือนก่อน

      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
      @fsqabr 2 หลายเดือนก่อน +1

      @@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
      @ZohoExpert  2 หลายเดือนก่อน

      @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