... was a primary contact on the customer record.
This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent.
How?
So the key here is that there were no contact persons on ...
... deals against a deal owner and needed to repeat this for all the invoices against a sales person.
It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... tasks down the first column, and time spent in the form of person days in the cross-join.
Why?
Currently the smallest bookable time by low-level tape monkeys and techies is 30 minutes (Managers ...
... for the code to replace these with the user's personal details (eg. name, job title, etc).
/* *******************************************************************************
Function: String ...
... Map fn_GetSystemValues()
Trigger: Snippet to be used at beginning of code to get dynamic maps of system values
Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts
Inputs: ...
What?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why? ...
... Pivot" cp ON cp."Contact Id"=c."Id"
Caveat(s)
You may have noted a few caveats with this solution:
This query needs each campaign name specified to see the results per contact person.
You can ...
... in a secure environment, and access to the data is restricted to authorized personnel only. OpenAI also has strict policies and procedures in place to prevent unauthorized access, disclosure, or modificatio ...
... into the penultimate step of the migration where you watch another but different progress animation which is possibly all your data being mapped, associated, and imported... I personally had to refres ...
... 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 ...
... have got your own personal email address (any email address from which you are going to send the files to your Kindle device) approved. Unless this is done, Kindle won’t download the files. Here are the ...
... Graphics Card, more RAM, more fans, more...
What I had:
.jl-table-article td, .jl-table-article th
.jl-table-article th
Personal Home PCWork-from-Home PC
CaseAntec Fusion Black 430 Dell ...
... uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer ...
... single out this person (can be removed after testing)
if(v_LastName.containsIgnoreCase("Lipman"))
{
//
// get user id
v_UserID = r_User.get("id");
//
// startofweek is a ...
... the following request to create a Sales Order in Zoho Books would be enough:
{
"date": "2021-09-08",
"zcrm_potential_id": "123456789012345678",
"currency_code": "GBP",
"reference_number": "Salespersons ...
... NameLast NameID
Joel Lipman 1
Another Person 2
How?
This is a bit of a dirty solution and as long as "id" is not your first column (because "id" can be found in names like "David") it will work. ...
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