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 ...
What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.
Why?
Simply the client wanted a report on customers ...
What?
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.
Why?
A client wanted an automation on-the-fly that when selecting a specific ...
... Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method ...
What?
This is an article taken from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of ...
... fans (3 x 3-packs) but left the 2 fans included with the AIO because 7 of the fans would be on the Coolmoon controller hub and I wanted some color (not a lot, not even Storm trooper) amongst the white. ...
... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...
... Deluge - Some Useful Regular Expressions list but I felt this deserved its own article.
Why?
A client wanted the discount displayed on a template and if they gave 10% discount, it would display ...
... the header section) but then they changed address and couldn't change the template. So they had something like:
$
$
$
$
$
11 My Street, My City, My State, My Zip, My Country
They wanted to get ...
What?
I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time.
Why?
Just want ...
... this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form.
How?
So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with ...
... Well eBay returns URLs to images that have been resized to 400x400 (even with tweak to return 800x800). I wanted a way to upload my image directly to Shopify in 3024x3024 resolution (or the size that ...
What?
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store.
Why?
The use-case was that I wanted to retrieve ...
What?
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify.
Why?
The use-case was that I wanted to search ...
... r_Coql;
Additional
If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM.
Source(s):
Zoho CRM Developer Docs API v ...
... to all templates) or under the specific template.
I wanted to do this for just the Package/Packing Slip, so:
Go to Settings > Templates > Package Slips
Edit the template you want to change this ...
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 ...
... (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line.
How?
The following code snippet will get the ...
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 ...
... view.
Why?
A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the user on the record form. The "Save & Close" button ...
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