What is New in CRM Functions?

What is New in CRM Functions?

What is New in CRM Functions?


Hello everyone!

We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases.


Phase 1
An all new built-in editor for better user experience and ease of use. 
ETA: In a couple of days.


Phase 2
Support to write the function code in Java, Python, and NodeJS.
ETA: Rolled out in a phased manner.


Updated Built-in Script Editor
The built-in script editor has now undergone a major upgrade.
Here are the old and new screenshots of the editor.

Old Deluge Editor



New Deluge Editor

  • The editor opens in full screen that provides better readability.

  • There is a dedicated console to view the output as well as read the errors, if any.


Multi-language Support
Do you want to write your functions in a language other than Deluge?
Zoho CRM will support functions written in Java, Python, and NodeJS.

You can choose to code your logic in the all new built-in editor or upload a zip file containing the code written in any programming language editor (Eclipse, for example).


Here is a sneak-peek at the new My Functions tab under Setup > Developer Space > Functions



As you can observe, there is a new drop-down to select the programming language you want to write your code in.

Below are screenshots of the Function editor for each programming language.


Java

 

Python

 

NodeJS


We will keep you updated when this feature goes live.

If you have any questions, please write back to us.




Regards,
Shylaja
Zoho CRM










                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

                                          Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
                                        • Custom Function : Automatically send the Quote to the related contact

                                          Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
                                        • Function #50: Schedule Calls to records

                                          Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
                                        • Function #37: Create a Purchase Order from a Quote

                                          Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                                        • Function-2: Round-Robin assignment of records

                                          Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the


                                        Manage your brands on social media



                                              Zoho TeamInbox Resources

                                                Zoho DataPrep Resources



                                                  Zoho CRM Plus Resources

                                                    Zoho Books Resources


                                                      Zoho Subscriptions Resources

                                                        Zoho Projects Resources


                                                          Zoho Sprints Resources


                                                            Qntrl Resources


                                                              Zoho Creator Resources


                                                                Zoho WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • Functions

                                                                      Functions

                                                                    • Meetups

                                                                      Meetups

                                                                    • Kbase

                                                                      Kbase

                                                                    • Resources

                                                                      Resources

                                                                    • Digest

                                                                      Digest

                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    





                                                                    




                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now