... was a primary contact on the customer record.
This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent.
How?
So the key here is that there were no contact persons on ...
... for myself is as follows:
Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
Popup a confirmation box to proceed or cancel.
Popup the email from CRM mailer ...
... function to rule-them-all
This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the ...
... record, they will get a validation error on the decimal field even if that's not the field that is being changed: Decimal places for the Unit Price field should be less than or equal to 6.
How? ...
... record in CRM, the pipeline is automatically pre-selected based on the user.
How?
So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the ...
What?
A quick article on how I resolved this error and how the online forums and documentation did not.
Why?
I don't often do this to create a Creator record but I'm going to use the shortcode function ...
What?
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
Why? ...
... will fail...
Why?
I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request ...
... Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the ...
What?
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...
... record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which ...
... setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup ...
... on the employee record
So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My employee recor ...
... a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark ...
... ChatGPT
Date Modified: 2023-03-11 (Joel Lipman)
- Stores conversation messages / thread in CRM records
- Retrieves and builds up conversation trail to send to OpenAI ...
What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.
Why?
Because I need this ...
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