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Intermediate

Invoice to Serialized Equipment
Deluge | Zoho CRM | Zoho Finance Suite

Invoice to Serialized Equipment

ByPeter March 22, 2024March 30, 2024

This tutorial will illustrate how to create a custom function (using Deluge scripting) where when an Invoice is submitted in Zoho Books, an Equipment record is created in Zoho CRM that tracks which specific units a customer owns.

Read More Invoice to Serialized EquipmentContinue

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Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)

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Understanding Zoho Finance Data in Zoho Analytics

Understanding Zoho Finance Data in Zoho Analytics

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Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)

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Build a SQL-Based Customer Summary Report

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Architect Practice Project: Elizabeth’s Marketing Agency

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What Even Are Aggregate Formulas?

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Fiddling with Formula Columns in Zoho Analytics

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Architect Project: Kennedy Brothers Commercial Painting

Architect Project: Kennedy Brothers Commercial Painting

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Course Content

Learning Objectives 3 Topics
Lesson Content
0% Complete 0/3 Steps
Meet The Kennedy Brothers
Building and Testing
Kennedy Brothers Commercial Painting