For Zoho Services only:


I'm actually part of something bigger at Ascent Business Solutions recognized as the top Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

ZohoCRM: Template: not being able to edit a text box

What?
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template.

Why?
A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like:
copyraw
${Organization.Organization Name}
${Organization.Street}
${Organization.City}
${Organization.Country}
${Organization.Postal Code}
11 My Street, My City, My State, My Zip, My Country
  1.  ${Organization.Organization Name} 
  2.  ${Organization.Street} 
  3.  ${Organization.City} 
  4.  ${Organization.Country} 
  5.  ${Organization.Postal Code} 
  6.  11 My Street, My City, My State, My Zip, My Country 
They wanted to get rid of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in there or even delete the box the address was in.

How?
So you're going to say this is a strange issue and an even stranger fix, but I've tested this solution by getting a colleague to refresh the page and check it out as well as the client to go in and confirm the change was successful...:

For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser:
  1. Login to ZohoCRM > Setup > Templates > Inventory
  2. Click on the name of the problematic template to enter a Preview Edit mode (not the pencil icon)
  3. Click on the clone icon (just below the pencil icon)
  4. Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just to show the customer who's boss).
  5. Now click on the pencil icon of the cloned template
  6. Right-click on the text box causing the issue and select "Inspect" (if you don't have this see alternative steps below on "Inspect page Elements in Chrome").
  7. In the Developer Tools Inspection Window for Elements, make the changes to your box using your HTML knowledge (in my example, clearing the hard-coded address)
  8. Once it looks like you want, click on the "Save" then "Save Now" button in the top right of your CRM.
  9. Done... get everyone involved to check they see the change as well...

Inspect page Elements in Chrome (method #2)
  1. Open Google Chrome
  2. Browse to the page you want to inspect
  3. At the top right corner, click on three vertical dots
  4. Select "More tools" > "Developer Tools"

Caveats
Only make the changes necessary to how you like it. You will find issues with trying to undo some parts and tweaks as these will consume a lot of time (anyone remember the days of getting an MS Word document to behave?). Best thing to do if you mess it up, is just start again with a clone of the original erroring template.

Conclusion
Just clutching at straws here with wild guesses but thinking that making the change makes something in CRM re-evaluate the HTML in the box and saves it to the template... Previous to trying this, we had Zoho investigate this issue but they couldn't work it out, then we thought of playing with the "inspect element" and when we saved it, we found this worked for us... Ticket closed!

Category: Zoho :: Article: 800

Credit where Credit is Due:


Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

Related Articles

Joes Revolver Map

Joes Word Cloud

icon   address   coded   tools   clone   inspect   change   something   page   street   trying   step   developer   changes   method   name   zoho   edit   city   text   even   issue   elements   header   state   make   steps   html   client   right   well   check   template   country   couldn   hard   best   pencil   chrome   inventory   strange   worked   going   using   click   google   select   save   getting   zohocrm   JoelLipman.Com

Accreditation

Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF
© 2024 Joel Lipman .com. All Rights Reserved.