Hi folks!

With every growing business, the next step is what matters. Zoho CRM manages your business; makes it easy.  But say you want a little more ease in CRM, you want a tad more flexibility in a framework. For  example,  Let' s assume that a user needs to create  invoice copies of purchase orders to make accounting easier. However, this option is normally unavailable in your CRM account. So how do you do it?  Your solution: Custom Functions! 

 

What are Custom Functions?

• Custom functions in Zoho CRM are pluggable workarounds that let you accomplish a task that is not doable out-of-the-box. 
• They are powered by Deluge. So essentially all custom functions are written in Deluge. An intuitive drag and drop interface lets you set up your custom functions in no time.
• They facilitate workarounds within CRM and, between CRM and other products.

#Supported Zoho CRM Editions -  Enterprise and Ultimate.

Why Custom Functions?  

1. Custom functions provides immense flexibility and empowers you to explore alternative ways of solving a CRM problem. 
2. They also eliminate the need to wait for a feature to be built into the product. You have more control on what you want to get done. After all, requirements differ from business to business.

How it works?

 

Without further ado, let me just give you a quick overview on what custom functions in Zoho CRM is all about.

Sample scenarios where you'd want to use Custom Functions:

• Automatically update the address information of a contact based on the address information of the parent account.
• Apply a discount to a particular customer if the revenue generated by the customer exceeds a certain limit.
• Mark a deal as 'lost' if the status of the deal is not "Closed (Won)" after the closing date is passed.
• After successful negotiation, create follow-up activities that you and your team need to do.
• Create a project in Zoho Projects (preferably) or any third-party application when the potential is won and closed in CRM. And also, access the link from an Account or Potential record to monitor the project!

As you can imagine, the scope for custom functions is huge.  So we, at Zoho CRM are excited to bring you a series that will start with simple custom functions that help solve a few basic problems and then gradually progress to advanced functions that will work some magic into your CRM.

 

We'll be dishing out such custom functions every forthcoming week to aid you in managing your customer relations better. Rather than spend time coming up with a code to customize your CRM, you can now simply use these custom functions with tweaks required. Let's get you started.

How to get started?

Hop on to our documentation linked here for the detailed steps and the ways in which you can add custom functions.

https://www.zoho.com/crm/help/automation/custom-functions.html#Set_Up_Customfunction

So, here we go folks! We are all set to create awesome custom functions that will make your CRM proactive and efficient. We'll share a custom function every Tuesday in this section of our community. To stay notified as and when new posts and comments are made, make sure you follow this forum. We look forward to having a lot of conversations with you all around building simple, yet powerful custom functions as we go! Catch you next Tuesday!