Assuming setup is required, the following 114 results were found.
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reason. For the quote conversion mapping, it needs the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a staging module in CRM but I want to transform/translate one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build up a SQL query, or more specifically, a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start Date v_GivenDate = '2022-07-21'; // // setup list to loop through (= number of days) l_NumberOfDays = {1,2,3,4,5,6,7}; // // start with first date to add (check if it is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the response return r_TwilioResponse; Adapting it to trigger 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 -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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 template to enter a Preview Edit mode (not the pencil icon) Click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 > Select the template with this issue Click on the "Edit HTML" icon in the top...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Processed " + v_CountProcessed + " of " + v_CountTotal; } Additional Note(s): To create a connection in ZohoRecruit: Go to Setup > Developer Space > Functions Create or Edit a function At the top of the IDE there will be a "Connections" link to click...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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query the OpenAI ChatGPT API to return a response. Getting to the development-side Login to ZohoCRM as a super-admin Go to Setup (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours will have...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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shipments from a certain date and updates the shipment status for items that have been delivered: Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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following code will overwrite ALL signatures in the CRM. The email signature it will overwrite is the one held in ZohoCRM > Setup > Channels > Email > Email Configuration > Compose > Email Signature as in the following screenshot: This function...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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especially if it can be auto-corrected with a client script. Pre-amble For both of the methods below, you will need to setup a client script which runs when the product page is being modified: Login to ZohoCRM as a system administrator Give it a name,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the top right next to the profile image) Under "Developer Hub" go to "Client Script" Click on "New Script"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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their Zoho environment up and the Wordpress site has the more information. How? So first, this article shows you how to setup an API connection, and then we'll include the code to count the total number of products, and then finallly show the code to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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m_Blank, "systemcrm"); // // output response of task creation from CRM info r_NewResp; Step 2: Setup workflow to escalate after 4 days: No code here necessary, this screenshot shows the settings I put in as a separate workflow: Step 3: Delete...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I enter an email: And then let's specify a couple of layout rules to enforce this: Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout Rules > New Layout Rule Call it "If Email Blank then Mobile Required" Select the Email field...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the CRM webhook API function So let's do my favorite method of creating a REST API function in CRM Login to ZohoCRM > Setup > Functions > New Function Give it a function name, I'm calling mine fn_ZohoBooks_Estimates_AcceptDecline with the parameters:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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tool for the job is a different issue), let us synchronize Zoho Surveys into Zoho Analytics. I found I need to edit the setup of the sync every time a new survey is added... but at least it lets me synchronize every hour. Then I'll write the SQL queries...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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a few fields on the CRM contact record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup > Modules and Fields > Contacts > Layout > Standard Add the section: "Latest Survey" Add to it the fields "Response ID",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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issue with overloading or with the actual code and you can get to this file manager to work without changing your Joomla! setup. Watch this space for when I find a definitive answer!
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *