ZohoCRM: Import Attachments
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.
Knowledge base / Since 1999
Customer Relationship Management Systems Tutorials & Guides
Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
Advanced search218 entries / Customer Relationship Management Systems
Clear filters
Zoho CRM: Manage a subform using Client Script
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.
Zoho Analytics: Determine profits from invoices and purchase orders
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.
Zoho Analytics: Set Up a Widget Displaying Sales Person
A quick article to display a value in a column in a widget in Zoho Analytics.
Zoho Deluge: Generate a loop or list of any size
This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size.
Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account.
ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM.
Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template
A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.
Zoho Creator: Populate a Multi-Lookup
This is a very quick article with a code snippet on how I added to a multi-lookup field.
Loading more notes...
No more notes to load.