... to display on their estimates in Zoho Books; such as product image, product name, product description.
Granted that in some cases, the design should go in the other direction, as in enter the products ...
... top right next to the profile image)
Under "Developer Hub" go to "Client Script"
Click on "New Script" button (the blue one - not the "Add Script" grey one)
Give the client script a name, I'm calling ...
... both of the methods below, you will need to setup a client script which runs when the product page is being modified:
Login to ZohoCRM as a system administrator
Give it a name, I'm calling mine "Products ...
... "Tickets" under "Module"
for the Rule Name, I called mine "Tickets - On Create or Edit"
Execute On: Create, Edit, Customer Reply
No Criteria
Under 4. Actions, I click on "All Actions" and select "Custom ...
... :v_ImageToDownload
type :GET
];
//
// upload file to workdrive
r_WorkdriveUpload = zoho.workdrive.uploadFile(f_File,v_TargetFolder,v_FileName,true,"zworkdrive");
info "Workdrive response:";
info ...
What?
This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions.
Why?
Some of the ...
... the deluge code):
Click on "Manage Connections"
Click on Create Connection
Select Service "Zoho OAuth"
Give it a name, I'm calling mine "ChatGPT CRM"
Untick "Use Credentials of Login User"
Under ...
... in a JSON or ZohoDeluge Map format
m_Response = Map();
l_JsonProducts = List();
//
// start preparing CSV file to email for export
v_ReportCSV = "ItemID,ItemName,Price,CurrencyCode,QuantityAvailable,SKU,DateCreated";
l_CsvFileRows ...
... = v_DealRate4;
// get current user to put as the new row owner (other possible values: id, full_name, email)
v_CrmUser_FullName = $Crm.user.full_name;
json_Arg.Rate_Change_Owner = v_CrmUser_FullName;
...
... a name, I'm calling mine joel_creator
Authorize it, etc.
Create a REST API CRM Function
Login to ZohoCRM
Go to Setup > Functions > New Function
Give it a name and such, I'm doing the following
Function ...
... layout didn't work
Choose field to validate > Select "Lead Status"
Choose validation type as "Validate using function" and click on "Next"
For functions, select "Write your own"
Give it a function name, ...
... template to enter a Preview Edit mode (not the pencil icon)
Click on the clone icon (just below the pencil icon)
Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or ...
What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.
Why?
Previously, we would receive an eBay notification and create an ...
... when locking it down for security:
Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth
Give your connection a name, I'm calling mine "Joels Connector"
Select the Scopes: ZohoWriter.documentEditor.ALL ...
... specify your Creator record ID holding the image
v_CreatorQuoteID = 9876543210987654321;
//
// get the full details of the Creator record
r_GetFullRecord = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,v_CreatorQuoteID,"joels_creator");
if(!isnull(r_GetFullRecord.get("data")))
{
r_CreatorRecord ...
... a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads")
Setup a CRM function to receive data
Login to your ZohoCRM > Setup > Developer Space > Functions
Click on "N ...
... pencil icon to edit this
Alongside "Field Type", select "First Name, Last Name"
Now your booking form will be similar to the following:
And if the account is integrated with Zoho CRM, ...
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