What?
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.
Why? ...
What?
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.
Why?
I could do a normal automation/workflow ...
... 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 ...
What?
So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...
What?
An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books.
Why?
You might think ...
What?
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.
Why?
A client had added a custom lookup field to the users settings called ...
What?
A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice.
Why?
Whether ...
What?
This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others.
Why?
The use-case was that we were creating ...
... wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be ...
... to the same school and updates some number fields on the matched CRM account.
Why?
For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was ...
... can only be the admin or the logged-in user (user who clicks on the button).
There might be an easier way to get the template ID used in CRM, but we did this by
Login to ZohoCRM > Settings > Template ...
... a name, I'm calling mine joel_creator
Authorize it, etc.
Create a REST API CRM Function
Login to ZohoCRM
Go to Setup > Functions > New Function
Give it a name and such, I'm doing the following
Function ...
... 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 ...
What?
This is an article to document how to use the searchRecords function in CRM and to sort the results response.
Why?
This is unclear and not always working as coded below since each system ...
...
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 ...
... client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are:
Setup recurring FTP connection.
Make data readily available to ZohoCRM. ...
... 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 ...
...
Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...
How?
As mentioned, we're going to use the address on the Lead ...
... it the following scopes:
ZohoCRM.modules.ALL
ZohoCRM.users.READ
ZohoCRM.coql.READ
//
// set to the number of hours minus the ones to be logged on Friday (40 - 8)
v_RemindeMeAtHoursLogged = ...
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