What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order.
How?
The quick answer is buried in Zoho documentation and due to the ...
...
or (untested)
m_Trigger = Map();
m_Trigger.put("trigger",[]);
r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger);
From the documentation:
The trigger input ...
What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. ...
What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.
Why?
Sometimes you might need this when data mapping fields from one module ...
What?
This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload".
Why?
Just to remind me where I went ...
... type:
npm install –g zoho-extension-toolkit
If you get errors like “Missing write access to/usr/local/lib/node_modules”
then type the following instead:
sudo npm install –g zoho-extension-toolkit
You ...
... Required!
ZohoCRM.modules.. or ZohoCRM.modules.all
Click Create and Connect
You will be prompted to allow permissions, so click on "Accept/Allow"
2. Determine the client datacenter
Look at ...
... This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then Zoho ...
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