Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation: Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM Reads Contact Roles related list and defines the matching Contact there as “Primary” This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
The CRM Zen Show – Episode 91 – We’re Just a Cliq Away
Zoho News Zoho Analytics Updates This update adds Expand and Collapse Pivot View & Date Based Lookup Column Changes in the new UI of the record details page Some very nice improvements Get ready this will permanently replace the old UI May 31 Introducing Bulk Shifts in Zoho Workerly Nice update to simplify temp scheduling […]
