Deluge Functions

Deluge Functions

Hi All,

I am in the process of setting up Zoho CRM (Professional Subscription) for our organisation as a replacement for Microsoft CRM. We have a fairly limited usage of the CRM functions, essentially just recording and managing Quotes.

I am trying to pull basic information between modules, in this case from the Accounts module to the Quotes module. When a quote is created, I want to pull a value from a field in Accounts through into the Quote so I can filter the Quotes report on this value (It is the Customer Type in this example).

I cant see any way to either pull through a field based on the Account selected, or any of the basic Update Field actions within Quotes as they dont have access to the fields in Accounts.

I use Creator a fair bit and usually I would just write a workflow in Deluge to update the Customer Type field in Quotes. I cant see where I can do this in CRM, is this because of my subscription level (Which would be ridiculous considering the basic functions I am trying to implement) or am I missing some way to trigger Deluge actions.

Thanks in advance,

Mark

      Zoho SalesIQ Resources



            Zoho TeamInbox Resources

              Zoho DataPrep Resources


                  Zoho CRM Plus Resources

                    Zoho Books Resources


                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources


                            Zoho Sprints Resources


                              Qntrl Resources


                                Zoho Creator Resources


                                  Zoho WorkDrive Resources




                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方