... setup (when Lockdown due to COVID-19 first happened). The work PC connected to the 3 monitors at the top and the home PC connected to the 2 monitors underneath:
How?
My upgrade for 2022, is that ...
... to ZohoCRM > Setup > Customization > Modules and Fields > Leads
Select "Validation Rules" and cick on "New Validation Rule"
Choose the layout, this has to be the highest level (I think) as a custom lead ...
...
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 ...
... successful...:
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 ...
...
Here's an overview of how we achieve this:
Set up a Zoho CRM function to receive the webhook.
Setup a webhook in Xero.
[Optional for Method #2] Setup a PHP script on a server that will validate the ...
... 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 - Send SMS ...
... dates
l_AppointmentDates = List();
//
// initialize Start Date
v_GivenDate = '2022-07-21';
//
// setup list to loop through (= number of days)
l_NumberOfDays = ;
//
// start with first date to ...
... when locking it down for security:
Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth
Give your connection a name, I'm calling mine "Joels Connector"
Select the Scopes: ZohoWriter.documentEditor.ALL ...
... 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 ...
... notification preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications" process worked.
void API.fn_eBayQuery_GetNotificationPreferences()
{
/*
...
... 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 ...
... to your ZohoCRM
Create a Connection
Go to Setup > Developer Space > Connections > Add Connection
Select the Zoho Creator connection, give it a Connection Name, I'm going with joels_creator
Give it ...
... time and then push the creator record to Zoho Projects.
How?
For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access ...
... CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules).
Quick way to determine the API name of the linking module:
Go to setup > Developer Space > functions.
Create ...
... the requested dates as leave.
[Warning: red herring ahead] For this process, we setup connections choosing to make use of the Zoho People API and we could update any of the fields EXCEPT for "ApprovalStatus" ...
... into 3 stages:
Zoho Creator: Specify Custom Domain
Domain Registrar: Setup subdomain and add CNAME
Zoho Support: Get Zoho to setup SSL
1. Setup Custom Domain
So go into your Zoho Creator ...
... I have found to work each time is using the CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special characters...
1. Setup a CRM Connection to Search ...
...
Windows Hello setup ms-settings:signinoptions-launchfaceenrollment
ms-settings:signinoptions-launchfingerprintenrollment
Your info ms-settings:yourinfo
Apps
Apps & Features ms-settings:appsfeatures ...
... back is suffering terribly. I figured on a personal DSE assessment and setup my workstation as a more permanent solution. For fun, our office have posted what taking your work home, including the work ...
... }
}
// r_AttachFile should yield SUCCESS and if you check your CRM record it will have these under "attachments"
Setup a Zoho Oauth Connection
So that we can use invokeUrl and attempt the ...
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