What?
This is an article to remind me how I did this for a customer and images help visualize the health of the system.
Why?
The use-case here is to build a system which monitors a Zoho App for ...
What?
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Why?
Rather than hard-coding and having a ton of if..then ...
What?
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...
... clock has updated in your taskbar and close the window by clicking on OK
Leave your computer for a few hours and see if it keeps the time...
If the problem persists, try changing the system registry ...
... on one to select it.
When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most essential part of a system ...
... has been uploaded to the workdrive. The direct link to the file is " + v_UploadFilename + ". ";
}
//
v_Message = v_Message + "This file is ready for importing into the system. Kind Regards, The ...
...
The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ...
...
Why?
We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into their third-party payroll system. If the data ...
... as system user rather than default crm connection
- Reminder cannot be set for task creation time so create task at the same time as lead and set reminders daily 24 hours after until end date
******************************************************************************* ...
... that Shopify would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process ...
... pages to retrieve every product from the WooCommerce system.
API connection in WooCommerce
So we need to get an API connection to ensure we get all the products. This involves getting a consumer_key ...
... HTML entity equivalent and enclosing the ID in double-quotes in case I open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers):
//
// Generate a CSV of a ...
... (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders.
How?
We're going to use the Zoho Extension SDK. You should refer to my previous linked article ...
... canvas to see if we can have this functionality using the out-of-the-box ZohoCRM.
Client Script Configuration:
Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the ...
... 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 ...
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