How to Set up the Mass Action Button in Zoho CRM

Andrew Simpson
September 2, 2021
Are you trying to create a Mass Action Button in Zoho CRM, but can't get it work? In this video you'll learn how Zoho Deluge interprets Mass Action Data

The video shows how to set up a mass action button in Zoho CRM using Deluge. To create a custom action, go to the settings, then to modules and fields, then to the specific module (e.g. contacts), links and buttons. Click on "New button", select "Mass action button", and then write the custom function using Deluge code. The code should parse the ID strings of the selected records, check if each record is related to a specific account (e.g. Elon Musk's companies), and add related records to a list. The final step is to save and execute the function.

Updating your records in Zoho CRM is an important step to ensure that your contacts, accounts, and other data are kept up-to-date. The Mass Action button allows you to quickly and easily make changes to multiple records simultaneously. It's simple to use and an excellent way to update your records quickly and efficiently. With the Mass Action button, you can quickly identify contacts related to a specific account and add them to a list. This ensures that your records are kept up-to-date and allows you to quickly make changes to your data.

Updating customer records at the same time can be a beneficial process for businesses. It is important to keep customer information up to date, especially if there is a recall or customers have old information on their file. A business may want to update all customer records at the same time to make sure everyone is informed of the changes. This can be done by sending out a mass email to all customers, or by having a customer service representative call each customer to update their records. Doing this can save the business time and effort, and ensure that all customers are informed of any changes in a timely manner.

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