There Is A Solution. - Zoho
CRM is the backbone of any organization. It manages all your business data in one place, likeno other tool. It is one that keeps the organization in perfect shape; unless you bend it thewrong way. But there are those minor, yet important tasks that you could get off your backby stretching your CRM a bit. What CRM needs, is a shot in the arm; custom apps that bridgegaps. These custom applications extend the capabilities of CRM, while managing to keep itin one piece. Assume a Sales and Marketing team that conducts campaigns, closes sales, tracks expensesand revenue, generates commission reports of agents and a lot more. All the data requiredto perform these tasks will be available in the CRM software they use. But a CRM softwareis not meant for calculating commission reports based on sales or handling travel andexpense requests, or even keeping track of campaign spendings. That is when you need anapplication built for that specific purpose. What does that leave you with? High spendingon hiring developers, maintaining and upgrading ofsoftware and hardware resources. Plus, you’ll end up havingtwo copies of the same data, because the CRM and yourcustom application are possibly from two different vendorsand would not get on with each other all that well. Mess?There is a solution.
The best side of custom app-building, is the other side, where you get to build your customapplications all by yourself, in minutes. That is where Zoho Creator comes in.Zoho Creator offers an easy-to-use application-builder that letsyou put together, just the application you need. To make it workthe way you want, you just need to drag and drop the requiredelements, specify what tasks the modules should perform, andwhen. The intuitive drag-&-drop interface is a boon to thosewithout any prior experience in app-building. In addition to allthis, workflow and business rules too can be specified the samedrag-&-drop way.These customized workflow adds power and flexibility to your custom application, making itideal for all your business needs.1. No technical expertise neededWith Zoho Creator, just about anyone can build custom applications for their uniqueneeds. It demands neither technical expertise, nor previous experience with programminglanguages.2. Drag-Drop interfaceWithout having to depend on a developer, you canhave the pride of building custom applicationsall by yourself. Regardless of your expertise andexperience.“Zoho Creator handled the job,but without the bells and whistles ofMicrosoft Access”3. Faster deploymentUnlike in conventional software applications, there are no maintenance downtime involved.You don’t have to install patches or updates manually. We do updates so that all users areon the latest version, without experiencing any outages. Plus, any modification you make toyour application is resulted instantly, real-time.4. ScalableYou’d like your business to grow. And when it does, your software application too has to meetnew demands. With Zoho CRM, you can add new modules to expand your application as yourbusiness grows, without disrupting access to your application.
Who can activate custom app-building forZoho CRM?1. You need to be an Administrator of your ZohoCRM account.2. By default, it will be disabled on your ZohoCRM account. To enable it, You’ll need anEnterprise Edition of Zoho CRM (Available toEnterprise trial users too)Activating Custom App-Builder1. Access the Setup page. ( You will find the link inthe upper right corner)2. In “Zoho Apps” category, select “Zoho Creator”3. Click on “Activate Now” button.
Once you activate the custom application builder, you can get started right away. Create yourfirst application from scratch by clicking on “Create” button. This will take you to the dragdrop app-builder.Or, if you already have created applications on the associated Zoho Creator account, you canimport a form from those applications into a custom tab.NamingWhen you click on “Create”, a dialog box appears, prompting for a name for your first formand the application in which it should be created. You also want to display this form on acustom CRM tab, so specify a preferred name for the tab too.Building FormsZoho Creator supports 22 field (data) types. Depending upon what your application shoulddo, you can include fields simply by dragging and dropping them on the builder. Specify thefield properties if needed, and y our good to enter data into your application.There are some basic fields which are commonly used, like text, number and email addressfields. Then there are some advanced fields like the file upload and CRM fields. Here is moreabout the advanced fields:
Fields (Advanced)1. FormulaFormula field automatically calculates a value based on theinput of other fields. Comes in handy on applications such ascommission calculation and other monetary applications.2. Lookup“Lookup” fields are for creating a relationship between twoforms. The look-up field on one form can fetch the data enteredinto a field on another form.3. SubFormUsers will be able to add data into the child form just byaccessing the parent form. The entire child form will act like asingle field on the parent form.4. File UploadThis field allows users to attach documents and filessupporting the data they enter into forms. These files will belisted alongside the records on your custom tab, and can bedownloaded whenever needed.4. Zoho CRM ModulesIn Zoho CRM, your data will be categorized into several modules;Contacts, Leads, Potentials, Vendors, Users, Invoices and more.Using the Zoho CRM field, you can fetch data of any module fromZoho CRM, into your custom application. The value of a Zoho CRMmodule can be one of the fields on your application.
Custom Workflow and Business Rules are essential in adding robustness and intelligence toyour applications. To let you do that yourself, we have Workflow which ranges from simpleif-else scenarios to user-role based sharing and approval modules. These too can be inserted,just by dragging and dropping.The drag-&-drop script builder is powered by our very own scripting language called DELUGE.Best thing about it is that you need not be a programmer to build the right custom applicationfor you.CRM Tasks:The 6 tasks explained here solely operate on your Zoho CRM data. CRM tasks are codesnippets that perform specific actions on your CRM, whenever they are executed in yourcustom application. Using these, you can create, fetch, search for, and update records on anyCRM module, right from within your custom application. Create a record in Zoho CRM:When your users add data into the custom application you built, the data can be viewed onlywithin the custom tabs. But if you want a copy of the data to be available in the CRM modulestoo, you need to execute this task whenever a user enters data into the custom application.Code-format: CRM Response zoho.crm.create( CRM Module Name , Field values as map value , optional duplicateCheck as Integer );
Fetch records from CRM modulesWhen you want to use data from multiple CRM modules on your custom application, you canfetch them using this task. For instance, you can fetch records from Leads module, and thelist of items from Products module, and update them both in your custom application.Code Format: list-variable zoho.crm.getRecords(“ ModuleName ”, fromIndex , toIndex );Search Records in CRMThis method enables you to search for records in CRM by specified criteria. You can drill deepdown exactly to the data you need, by specifying multiple criteria. Filter data by searchingfor part of, or the exact field value, or by specifying the expression to exclude while searching.If you know the record ID to begin searching from, then you are even closer to finding yourdata.Code Format: variable zoho.crm.eachRecords(“ moduleName ”,“ criteria ”, fromIndex, toIndex);Search records in CRM by PDCPDC stands for “Predefined Column Names”. This method is useful if you know exactly whatyou want to find. For instance, if you want to find the account information of a particularvendor, this method lets you extract that record.Code Format:zoho.crm.searchRecordsByPDC( moduleName , criteriaColumnName , criteriaColumnValue );
Update record in CRM for a given record IDEvery record in Zoho CRM has a unique ID. By specifying the ID of an existing record, youcan update its value on Zoho CRM. To do that, you enter the new values in your customapplication, and specify the ID of the CRM record that has to be updated with these values.As you submit, these new values will be updated in the record of the specified ID.Code Format: map-variable zoho.crm.updateRecord( CRMModule Name , ID , New values as map object );Get related recordsIf you know the record ID of a record in one module, and you want all the information fromanother module which are associated with this record ID, this is the task that you’ve got touse. For example, if you know the ID of a Potential, you can fetch all the notes associatedwith this potential.Code Format:zoho.crm.getRelatedRecords( ModuleName , PrentModuleName , RecordID ,fromIndex,toIndex);
Custom ActionsYou can configure more than 40 tasks to be performed at different stages of your application.For instance, When new records are submitted into a form, when a form is being loaded,when a user enters data into a field and so on. Two broad classification of these customactions are,1. Form Actions2. Field ActionsForm ActionsAny task that needs to be performed at the form level, has to be specified withinthese cases. For example, the email address field in a form can be automatically filledwith the email address of the person accessing it. All these three scenarios are formspecific, and are carried out whenever an action is done on a form (Adding, editing ordeleting a record in a form.)On Edit:On Add:Tasks definedexecuted whena form. As andsubmit button,out.within this case area user adds data intowhen they click on thethese tasks are carriedWhen editing a record, tasks within caseare executed. For instance, in a travelrequest form, when a user edits hisrequest, the approval modules can behidden.On Delete:Tasks in this case are performed upon deletion of a record. The owner of the applicationmight want to be notified whenever a record is deleted by users. Then he can configurean automatic email notification within the On Delete case.
Field actionsThe other scenario is performing custom actions whenever an action is done on afield. For example, based on which of the two options he selects on a radio button,the next field can be displayed or remain hidden.On User Input:On Update:When a user enters data into a field, itcan be analyzed and based on predefinedconditions, the specified custom taskscan be carried out.The value of a field can be set to anydefault value, initially. And, it can bemodified later, or updated to a new value.When it is updated, set of tasks definedunder this case can be performed. Forexample, when a travel request is raisedby an employee, the approval statuswould initially be “Pending”. But oncethe manager makes a decision, thevalue is changed to either “Approved” or“Rejected”. In either case, the value hasbeen updated, and the requester needsto be notified via an email notification.
Criteria and VariablesWhenever you are checking a condition, you need todefine some criteria based on which the condition canbe checked. Criteria is a condition, based on whichtasks are executed. To define a criteria, you just selectthe field whose value you want to check, specify whatvalue should be checked against it, and the operator tocompare the two.For example, if you want to let users see only thosedata which they have entered into the database, thenthe criteria you set is:input.Added User zoho.loginuserConditional statementsConditional statements mostly are the if-elsestatements. You define a condition, and two sets oftasks; one to be executed if the condition holds good,and the other if the condition fails. The second set ofactions is optional.For example, you check if it is Christmas Eve today.If it is, then you trigger a Christmas greeting to allyour contacts. If it isn’t Christmas Eve, then you donothing. This condition is checked everyday, but holdsgood only on one day of the year, and the email is senton Christmas Eve only.Hide/Show & Enable/Disable FieldsAt times, some fields might have to be hidden to users. As in a questionnaire, based on theoption users pick to the gender question, you can display two different sets of questions.Another instance is, approval modules, which should only be visible to managers.To prevent users from modifying default values of a field, it should be disabled. For example,in an event registration form, the user should be able to see the date, but not alter it.
more actions.Email NotificationCustom tabs can be shared to any numberof users within an organization. To viewthe data, you need not access the customtab every time. Stay updated on what datais entered into the forms, by configuringemail notifications. Whenever a usersubmits data, you will instantly receive itas a notification email, in your preferredinbox. It can be sent to multiple recipientstoo.Fetch records from oneform and display in anotherIf you have multiple forms to manage yourcustomer contacts, their purchases andpayments, not every form needs to haveall the fields. The contact form alone canhave the name and email address. The otherforms can fetch data from the contact form,and display it on their View. By this, therewill be no duplication of data in a database.custom action buttonDynamic picklistWhen clicked on, the custom actionbutton performs multiple actions thatyou specify. Just like the add and deletebuttons, this too is displayed on the View.Select the records that you want to operateon, and click on this button.Of two picklists, one lists categories, andanother lists subcategories. When a categoryis picked, only those subcategories of thatmain category should be displayed in thesecond.If you want to thank customers who havemade this month’s payment, define acustom button to trigger an email. Youthen select the records, and click on thisbutton. The email will be sent to all thosecontacts you selected.The first picklist has list of countries, andyou select U.S. Then only those states in theU.S. should be listed in the second picklist.If the user cannot find his country or state,he should be able to add it to the list first, andthen select it. New values can be dynamicallyadded by clicking on the button beside thepicklist.
Schedules are the automatic execution of those redundant tasks, whenever they should be,with the set of data that it needs to be executed upon. To configure schedules, you just needto tell it what to do, and when to do. It will be periodically executed, without your manualintervention.Form Schedules:Report Schedules:Form Schedules depend on the date fieldon your form. They are executed basedon what its value is. The condition has adate, which is compared with the valuesof the date field on every record of aform. Whenever the condition is met, thedefined tasks are executed. The same canbe executed if the form has a date-timefield instead of the date field.Report Schedules are based on a View ofyour application. When a configured reportschedule for a particular View is executed,an email will be triggered to all the specifiedemail addresses. This email will have thereports of all the data stored in that View.With Report schedule, no custom actionscan be defined. It is exclusive for emailingreports.
Custom Schedules:Custom Schedules is immensely flexible and powerful,because you can perform any validation using scripts,on any form or view. In short, you can do anything youwould normally be able to do with the script-builder.All user-defined actions fall under custom schedules. This is the most important part of data collection. You need to share your forms with yourusers so that they can enter information into them. Here, as you are creating your form onZoho CRM and using a custom tab to display it, you have to share the CRM tab with yourusers.When you complete building the application, the nextstep would be setting “Custom Tab accessibility”. Allthe roles of users on your Zoho CRM account will belisted on this screen, of which the administrator anddeveloper (if any) will be selected. Administrators anddevelopers of an application will have access to thatcustom CRM tab by default. Check the box of otherroles you wish to share this tab with.Zoho CRM provides the flexibility of assigningapplications to a developer. This developer will beable to create new apps, as well as edit the ones youhave created. That way, he can help you in buildingthe application. The application can be reassigned toanother developer at anytime.
Congratulations!You’ve learnt enough.Now go build Custom Apps on your -------------------------For questions on Custom App Building , please contact:Cecil Adrian, Customer Relations.cecil.adrian@zohocorp.com
4. Zoho crm modules In Zoho CRM, your data will be categorized into several modules; Contacts, Leads, Potentials, Vendors, Users, Invoices and more. Using the Zoho CRM field, you can fetch data of any module from Zoho CRM, into your custom application. The value of a Zoho CRM module can be one of the fields on your application.
Zoho CRM Integration Guide 1 - Zoho CRM Integration Overview 2 Terminologies The following table lists the terminologies of the Zoho CRM. . access all the data and manage all the users in Zoho CRM, such as CEO, senior executive, senior ad ministrator, etc. Zoho User The corporate staff who can only access specific data based on assigned .
If you have a paid subscription with 4 or more user licenses of Zoho CRM, Zoho CRM Plus, Zoho One, or Zoho Desk, you will get remote one-on-one sessions by default. The following table shows the differences between our classic and premium onboarding services: 3 per week Remote session and walkthrough of the product UI and features
Course 1: Getting Started With Zoho CRM (For Admins) Lecture 6: Migrating Data to Zoho CRM When you decide to switch to Zoho CRM, migrating your existing business data to the new system can be very challenging for some. Learn best practices to migrate your data into Zoho CRM and how you can: y Create records manually y Do a bulk import of data
Zoho CRM. Using this extension, Zoho CRM users can easily track your Ship Engine shipment using Ship Engine Tracking Number and Carrier Code within Zoho CRM and also, get the Ship Engine Shipping rate for different delivery options (service type) from within your Zoho CRM account. This User Manual document provides step-by-step instructions to .
The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in this document. The names and .
Specify the login credentials of your FreshBooks account and click Log in. After login, FreshBooks will request the permission to access the data from Zoho CRM account. . If any Invoice is deleted in the FreshBooks, the same information will be deleted automatically in the Zoho CRM In
Zoho CRM is a popular CRM product for small and medium-sized businesses and is used by millions of users. With this extension, users can easily process Payway payments for Zoho CRM invoices. The Payway payment status and all previous Payway transaction history are shown within Zoho CRM for easy reference. Revision Date Initials Comments
An Introduction to Random Field Theory Matthew Brett , Will Penny †and Stefan Kiebel MRC Cognition and Brain Sciences Unit, Cambridge UK; † Functional Imaging Laboratory, Institute of Neurology, London, UK. March 4, 2003 1 Introduction This chapter is an introduction to the multiple comparison problem in func-
