What?
A quick article on how to set a password using the database tools for super users.
Why?
It happens to us all, especially me. I like to use different passwords for every site but this came ...
... users but only "Super Users" could actually login. "Registered" users would not be able to login, despite their status in the admin panel saying "enabled" and "activated" (not blocked).
If I used a test ...
... Superceded by including "send=true" in the invoice creation request
More Info: Error 1038: JSON is not well formed
- Encountered when trying to use the send an invoice API
- Was sending ...
... to only push valid image file types as files.
The report will work for Zoho Users... didn't really test on permissions and sharing the report, I was logged in as the super admin on both ZohoDesk and ZohoAnalytics ...
... to work, is to add a file upload field on the user profile in ZohoCRM; Login as SuperAdmin > Users > Edit a User > Manage Fields > Drag a "File Upload" field and call it "Signature Image":
/* *******************************************************************************
Function: ...
What?
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
Why?
A client asked that when staff create a deal/opportunity ...
What?
A super quick article on resolving this issue if it ever appears again.
Why?
At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. ...
What?
A super quick article on getting the business hours set in ZohoCRM.
Why?
When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing ...
...
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 ...
What?
A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge.
Why?
My use-case here is that I was generating a comma separated values (CSV) file ...
... CRM record.
STEP 1: REGISTER A NEW CLIENT
First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud ...
... the Add button below it
Link it if applicable to your super admin account
Create an app, a form and publish it in Zoho Creator
Create an app by clicking on Create App
then go into the app and ...
What?
A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator.
Why?
My use case here is that we are creating a Creator app that will show ...
What?
A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page...
Why?
I wanted to map a billing ...
What?
A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). ...
What?
A super quick article to demonstrate an example where we create a project with custom fields.
Why?
At time of print, the documentation on the Projects API would only show responses rather ...
What?
A super quick article to remind me how to generate and send a CSV as an attachment to an email.
Why?
Because I often get casually asked "oh and can you archive the data and email it to me ...
... AutoHotkey releases.
SendMode Input ; Recommended for new scripts due to its superior speed and reliability.
SetWorkingDir %A_ScriptDir% ; Ensures a consistent starting directory.
; ...
What?
So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later.
Why?
I'm synchronizing Xero Invoices with ...
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