... you may want to use the out-of-the-box modules instead:
Sometimes, a salesperson or user might be generating an invoice on behalf of the account manager (person who manages the customer's account), so ...
What?
A quick article to display a value in a column in a widget in Zoho Analytics.
Why?
Because I keep forgetting how to do it.
How?
I've done this for a query that amalgamated all the ...
... r_Attach;
//
// to send this as an email as well
sendmail
[
from :zoho.adminuserid
to :"This email address is being protected from spambots. You need JavaScript enabled to view it."
subject :"ZohoSign Test - Request: " + v_RequestI ...
... into a PDF using a customer's template.
//
// initialize (this is code added to a button so should alert user if no email was specified)
v_OutputMessage = "";
v_TemplateID = "123456789012345678";
//
// ...
... 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: ...
... saving of record
return false;
Caveat(s)
This only happens if the record is being edited (as in user clicked on "Edit") rather than the inline edits that can be done (eg. user clicked on field in ...
... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes:
ZohoInventory.salesorders.READ ...
... part. Else, here is what you need to do.
Go to the official Amazon home page that applies to your region.
Sign in with your Amazon username and password.
After you have logged in, look for the menu ...
... the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will eventually be uploaded back to CRM.
How? ...
What?
Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous ...
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