... 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 ...
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 ...
... 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? ...
... EFT JOIN "Invoice Items" invitm ON invitm."Invoice ID" = inv."Invoice ID"
LEFT JOIN "Sales Persons" sp ON sp."Sales Person ID" = inv."Sales Person ID"
LEFT OUTER JOIN "Sales Order Invoice" soinv ON soin ...
... 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 ...
... solutions dotted about the web but the biggest improvement was the "SELECT TOP 100" brain wave:
-- DataSet1:
SELECT TOP 100
Reference, Forenames, Surname, DOB
FROM
PersonsTable
WHERE
(Reference ...
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