What?
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...
What?
This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has ...
What?
A quick article on how to get around this error.
Why?
The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there ...
...
How?
So I'll go over what happens in the real world process; then cover some technical information; and even include the function that makes it work:
Business Process
Customer visits website to ...
What?
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.
Why?
So we have a customer that has some decimal fields on the products ...
... to ZohoAnalytics using the API.
The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics ...
...
This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified:
//
// initialize
v_BooksOrgID = 123456789;
v_BooksCustomerID = 0;
m_CreateEstimate = Map();
l_CrmBillingAddress ...
... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system.
m_InvoiceDetails = Map();
m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));
m_InvoiceDetails.put("payment_terms",-3);
// ...
... about 4 months until I can confirm this works.
Why?
I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, ...
What?
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...
What?
A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check.
Why?
Not sure how I came across it as most of our customers don't use ZohoMail, ...
... or create.
- Loop through eBay payments to record all the different payments received.
Date Modified: 2023-03-14 (Joel Lipman)
- Resolved fix of incorrect customer (Use Email rather than ...
What?
A quick note here on how to connect to the DHL API and check on a package given a tracking number.
Why?
In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...
What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.
Why?
Simply the client wanted a report on customers ...
... of each item purchased; including shipping and tax. The second is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as ...
... now have about 3 minutes to do the following step (repeat this step if you fail)
STEP 3: GENERATE A REFRESH TOKEN
For the following, browse to Zoho Sign, login as the customer, click on Settings ...
What?
A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.
Why?
Yes you can do this already by going to the record, clicking ...
... the Payment Date.
Why?
This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...
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