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1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... ZohoCRM.modules.attachments.all ******************************************************************************* */ // // hardcoded template ID // check URL https://sign.zoho.com/zs#/template/viewer/ v_TemplateID ...; Created on 06 August 2024
2. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.ALL, ZohoCRM.users.ALL, ZohoCRM.notifications.ALL, ZohoCRM.Files.CREATE, ...; Created on 05 December 2023
3. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ; I've called it "zcrm". Standard Call for Module Record Count: v_PerPage ...; Created on 14 November 2023
4. Zoho CRM: Change System Field Length: / Zoho /; ... the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module ...; Created on 19 June 2023
5. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... er Scopes, click on the Search icon and type "CRM": I selected "ZohoCRM.coql.READ, ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.READ, and ZohoCRM.users.READ" Click on "Create and Connect" > Conn ...; Created on 06 March 2023
6. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... you may want to use the out-of-the-box modules instead: Sometimes, a salesperson or user might be generating an invoice on behalf of the account manager (person who manages the customer's account), so ...; Created on 03 November 2022
7. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this has to be the highest level (I think) as a custom lead ...; Created on 11 February 2022
8. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; ... it the following scopes: ZohoCRM.modules.ALL ZohoCRM.users.READ ZohoCRM.coql.READ // // set to the number of hours minus the ones to be logged on Friday (40 - 8) v_RemindeMeAtHoursLogged = ...; Created on 02 December 2021
9. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... going to ZohoCRM > Setup > Customization > Modules and Fields > Contacts > Links and Buttons > Create Button where the function arguments will be p_ContactID = Contacts.Contact_ID v_OutputMessage = ...; Created on 21 October 2021
10. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... CRM but I want to transform/translate one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build ...; Created on 08 October 2021
11. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients in the UK, we tend to specify the tax rates as "Standard ...; Created on 02 September 2021
12. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and ...; Created on 02 September 2021
13. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; 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 ...; Created on 30 August 2021
14. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create ...; Created on 28 April 2021
15. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments: / Zoho /; ... Name (type: Single Line) File Ref (type: Single Line) Expiry Date Time (type: Date-Time) File Download (type: File upload) Create a connection in the Creator app with the scope: ZohoCRM.modules.ALL ...; Created on 02 February 2021
16. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... type: npm install –g zoho-extension-toolkit If you get errors like “Missing write access to/usr/local/lib/node_modules” then type the following instead: sudo npm install –g zoho-extension-toolkit You ...; Created on 24 October 2020
17. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; ... Required! ZohoCRM.modules.. or ZohoCRM.modules.all Click Create and Connect You will be prompted to allow permissions, so click on "Accept/Allow" 2. Determine the client datacenter Look at ...; Created on 28 August 2020
18. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then Zoho ...; Created on 15 May 2020
19. Zoho CRM/Creator - Common Errors & Gotchas: / Zoho /; ... test. The likely ones you want are: ZohoCRM.modules.ALL ZohoCRM.settings.ALL ZohoCRM.users.ALL or to be safe ZohoCRM.modules.ALL ZohoCRM.settings.READ ZohoCRM.users.READ Problem: Code ...; Created on 06 February 2020
20. Zoho Deluge - InvokeConnector and useful snippets: / Zoho /; ... e to get metadata for all modules r_Module = zoho.crm.invokeConnector("crm.modulemetadata", m_Module); if(!isnull(r_Module.get("status_code"))) { if(r_Module.get("status_code")==200) { l_ModuleMe ...; Created on 23 January 2020