What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.
Why?
Simply the client wanted a report on customers ...
What?
Another one of these articles talking about getting all the active product listings from eBay for a specific client.
Why?
Our use-case scenario here is that we want to get an inventory ...
... given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... ...
... function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client.
How?
I'm going to split this into 2 code snippets ...
... a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item.
How?
So at time ...
What?
This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit.
Why?
We're creating a custom module ...
...
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...
... nvitm."Item ID",
invitm."Quantity"
And lastly we can group by invoices in the month and sum up the profits as well as include the customer name and other invoice references for the client's report:
...
... on the ZohoSign document and searches for the relevant Deal record in CRM.
Why?
A client wants that when this field is entered and the document signed and returned, it attached the signed document ...
... this function
sendmail
[
from :zoho.adminuserid
to :"This email address is being protected from spambots. You need JavaScript enabled to view it."
subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef
message :"Workflow was executed and function ran: ...
... again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again.
How?
This largely depends on whether ...
... for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered.
How?
Here's a code snippet that works for me. It ...
... ID with the PDF file attached to it. Also, you can send multiple PDF files at the same time, as it is with any email client.
You can also use ‘Convert’ as the subject and send it to Kindle. The file ...
... or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM:
Overview
Create a REST API CRM ...
... form (I call mine "API Integration") ready with the following fields:
Connection Name (Single Line)
Dev ID (Single Line)
Client ID (Single Line)
Shop ID (Single Line)
Client Secret (Single ...
...
Why?
There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client ...
... Deluge - Some Useful Regular Expressions list but I felt this deserved its own article.
Why?
A client wanted the discount displayed on a template and if they gave 10% discount, it would display ...
...
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 ...
... 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 ...
... which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below.
How? ...
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