Function #48: Tracking refunds and adjusting the sales executive's revenue in Zoho CRM
Welcome back everyone! Last week's function was about creating an event from Deals automatically. This week, it's going to be about real-time recording of refunds and sales revenue tracking based on the refunds. Business scenario Having a clear refund policy goes a long way in gaining customer trust. Depending upon the line of business, the refund window might vary. This is even more important in the case of online purchases where customers get to see and feel the product only after making the purchase.
Function #44: Invoices from Custom Modules
Welcome back everyone! Last week's function was about transferring data captured from one module to another, along with the subform data. This week, it's going to be about creating Invoices from Custom Modules. Business scenario: Usually, invoices are created from the Deals module. After all, only if you win a deal can you proceed to create an invoice. However, there are millions of businesses that do not follow the specific "Deal" pattern. For instance, in a Hospital, whenever a patient receives
Function #45: Display discount in words.
Welcome back everyone! Last week's function was about creating invoices from custom modules and not just the Deals module. This week, it's going to be about displaying the discount in words. Business scenario: Offering discounts is one of the common approaches taken by most companies to clock more sales. It's a proven strategy to win more new customers and retain the existing ones. From a business operations perspective, discounts help you get rid of your old inventory. This is immensely beneficial
Function #40: Update Contact with Product details from it's Related list in Deals
Welcome back everyone! The last custom function showed how to update records in the Accounts module with information in records from Custom Modules. This week, let's look at a function that lets you update a Contact record's subform with Product details. The information from the records in the Products related list of Deals module is copied to the subform in the Contact record. Business scenario: A typical business process flows like this: Leads -> Contacts -> Accounts -> Deals -> Contacts. If you're
Function-17: Auto-update tasks with details from related record modules.
Welcome back everyone! Last week, we learnt how to send automatic updates on deal progression by stage to all Contact Roles. This week, let's look at a custom function that fetches record details from related CRM modules right inside the task records.. Business scenario: Tasks in Zoho CRM helps organize your to-do-lists efficiently. It not only helps keep a tab on your to-do-lists, but also enables easy access to related record in other modules. This for sure, makes you productive. What if I say
Function #39: Update records in Accounts from Custom Modules
Welcome back everyone! Last week, we saw how to add subform records by having the records from other modules as a lookup field within a subform. This week, let's look at a function that lets you update records in Accounts module from records in Custom Modules. Business scenario Envision a scenario of you running a real estate business. The Accounts module contains records of all the partners associated with your company. For instance, Construction companies. However, you deal two types of real estates
Function-33: Create Accounts from Leads with all the data at the click of a button.
Welcome back everyone! Last week, we learnt how to send mass emails to specific groups of leads or contacts. This week, let's look at a custom function that lets you create accounts from leads with all the data. Business scenario: Opportunities come in strange ways. One day there might be no good leads, but the next day you might bag a million dollar deal. Or there might be a lot of deals with smaller figures from different leads. Either way, there's a lotta work for you. And by that, I mean gathering
Function-30: Keep track of your business details with a Company or a Contact.
Welcome back everyone! Recently we had made an announcement regarding the renaming of Custom Functions to Functions. Check this link to know the implications regarding the change. Last week, we learnt how to create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order. This week, let's look at a custom function that lets you update your Account and Contact records on the products involved in the transaction, for each related Invoice generated. Business scenario:
Function-15: Notify task owners when the ownership is changed
Welcome back everyone! Last week, we learnt how to get record owner details inside a record with the click of a button. This week, let's look at a custom function notifies the task owner when the task is transferred to another owner. Business scenario: Tasks help organize and manage your sales routines efficiently. Your sales routine might include a set number of tasks. Let's say the prospecting process of all your inbound leads includes 2 tasks - analyzing requirements, sending a quotation. This
Function-11: Turn a contact into a vendor.
Welcome back everyone! Last week, we learnt how toadd the international call prefix '+' and remove the alphbet from numeric fields. This week, let's look at a custom function that lets you turn a contact into a vendor with just the click of a button. Business scenario: The Vendors module in Zoho CRM facilitates efficient tracking of all vendor related details. It lets you create and associate vendor records with address, contacts, products, and such. We recommend this method for creating vendor