Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template
An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks.
Knowledge base / Since 1999
Customer Relationship Management Systems Tutorials & Guides
Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
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Zoho Creator: Input Color Picker
An article on creating a color picker from a specific palette using an input field of a radio type.
Zoho Deluge: Convert Hex to RGB
A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB).
ZohoCRM: Make either Mobile or Email mandatory
A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional.
Zoho Workdrive: Getting Team Folder ID
This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API.
Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign
I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was).
Zoho Deluge: Determine your Statement Execution Limit
A very quick article on how to check what the statement execution limit is on the Zoho application you are working in.
Zoho Analytics: Create a Monitoring System with Images
This is an article to remind me how I did this for a customer and images help visualize the health of the system.
Zoho Projects: Get All Events
A quick article because I couldn't find anything that documented this with a working example.
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