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CRM
Architect Practice Project: Elizabeth’s Marketing Agency
Easily Importing CSV Data into Zoho CRM
Help Your Emails Not Hit Spam! SPF and DKIM Certification in Zoho
How to Set Up (a Simple Version of) Zoho Desk
Beautifully Visualize Your Zoho CRM Data in a Zoho Analytics Dashboard
Creating API Connections in Zoho CRM
Becoming a Resplendent Zoho CRM Demigod
Intro To Zoho One
Design Your First Sales Blueprint!
Create Your First Zoho Books Custom Function
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Course Content
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Why Would You Want to Use Custom Functions?
1 Topic
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Lesson Content
0% Complete
0/1 Steps
Why Use Custom Functions in Zoho Books?
Navigating Functions in Zoho Books
4 Topics
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Lesson Content
0% Complete
0/4 Steps
Function Use Case
Writing Custom Functions Across the Zoho Finance Suite
Creating our Last Payment Date Custom Field
Navigating to Creating Functions
Writing Our Function
10 Topics
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Lesson Content
0% Complete
0/10 Steps
How Zoho Books Passes Arguments
Get Record by ID
Organization ID’s
Save and Execute Within Books
Looking at the JSON
Drilling Down In Your JSON to Get the Payment Map
Getting the Customer ID and Date
How to Spruce Up Your Info Statements
Adding Custom Fields to a Map
UpdateRecord and Testing
Testing Our Live Function
5 Topics
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Lesson Content
0% Complete
0/5 Steps
Creating a Workflow Rule
Testing It on the Trigger
Other Ways to Trigger Functions
Streamline Estimate Creation in Zoho Books (Practice Quiz)
What’s Next?
