What?
So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP.
Why?
The use-case here is that I have a ...
... finance team. This is a quick run-through for a standard setup to include UK tax/vat.
How?
Here's a quick step-by-step to follow:
Login to ZohoCRM as an Administrator
Go to Setup > Customization ...
... details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory.
Why?
Setting up a connection avoids the hassle of having to generate ...
... on the services available to my client:
Copy all files of your main website to another folder.
Setup an FTP account to the new folder created in the previous step.
Copy the database of your main ...
... 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 ...
What?
A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check.
Why?
Not sure how I came across it as most of our customers don't use ZohoMail, ...
... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps.
Prerequisites:
Setup a connection called "joel_books" that has the necessary scopes ...
...
Getting to the development-side
Login to ZohoCRM as a super-admin
Go to Setup (cog icon in the top right)
Under Zia, select "Conversational AI"
Click on the link "Zia Developer Console" (yours ...
... however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021.
How?
The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either ...
... to be sent to a compressed folder.
the Import process
Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM
Now upload all the files neede ...
... connection from Zoho Creator to Zoho Inventory
3 lines icon in the top-left of your Creator (in edit this application mode)
Then go to Setup > Connections > Add Connection
Select Zoho OAuth and specify ...
... setup (when Lockdown due to COVID-19 first happened). The work PC connected to the 3 monitors at the top and the home PC connected to the 2 monitors underneath:
How?
My upgrade for 2022, is that ...
... 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 ...
...
This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template:
Login to ZohoCRM > Setup > Customization > Templates > Inventory ...
... successful...:
For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser:
Login to ZohoCRM > Setup > Templates > Inventory
Click on the name of the problematic ...
...
Here's an overview of how we achieve this:
Set up a Zoho CRM function to receive the webhook.
Setup a webhook in Xero.
[Optional for Method #2] Setup a PHP script on a server that will validate the ...
... off a scheduled workflow of a call/meeting
Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule
Module is "Calls"
Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...
... dates
l_AppointmentDates = List();
//
// initialize Start Date
v_GivenDate = '2022-07-21';
//
// setup list to loop through (= number of days)
l_NumberOfDays = ;
//
// start with first date to ...
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