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 ...
... mine "Extra Confidential"
Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want.
Under Event Details, set Type=Page Event; Event=onLoad
Click on ...
... to create and update an estimate as well as read settings and contacts.
I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record.
The code: ...
... and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. ...
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? ...
... that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup):
Watch the spinning ...
... = ZDK.Apps.CRM.Contacts.fetchById(v_VendorContactID);
// get the email on this contact record
var v_ContactEmail = r_ContactDetails.Email;
// check it isn't blank
if (v_ContactEmail ...
... these into data for invoices and contacts.
Category: Standalone
Click on Create
Give it the parameter: crmAPIRequest (string)
Dump in the following code:
// enter the webhooks key for your app ...
What?
A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting.
Why?
As developers, we're keep account of our time and we are currently ...
...
]
}
*/
You need to select the id of the template that you want to use for the next step (will be an alphanumeric long string).
The button function
Create a button off the contacts record ...
What?
A quick article to explain why the full name might appear in the last name field in Zoho CRM.
Why?
We had a customer report the issue that sometimes the full name of a contact was appearing ...
... get 100 records
l_Contacts = zoho.crm.getRecords("Contacts", 1, 100, m_Criteria);
//
// loop through each contact record
for each r_Contact in l_Contacts
{
v_Count = v_Count + 1;
if(!isnull(r_Contact.get("Email")))
...
... // using record IDs cos there's nothing better
m_Link.put("Joel",123456789012345678);
// create link
r_Link = zoho.crm.createRecord("Tests_X_Contacts", m_Link);
}
Code to Add ...
... perform this operation
This is a quick issue to resolve as it may be incorrect scopes specified but in my case is more than often the wrong accounts server:
v_DataEndpoint = "https://books.zoho.com/api/v3/contacts?organization_id=123456789";
r_Response ...
... does not redirect or reformat the resulting URL
//
// get Grant Token
v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth";
v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL";
v_State ...
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