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 ...
What?
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.
Why?
A client had added a custom lookup field to the users settings called "Division" ...
What?
This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists.
Why?
Because I keep forgetting ...
What?
A super quick article to demonstrate an example where we create a project with custom fields.
Why?
At time of print, the documentation on the Projects API would only show responses rather ...
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 quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has ...
What?
I'm writing a Joomla 2.5.x component for logging time and projects and need a dropdown to have selectable options restricted to the logged-in user. This is specified in the XML file of the custom ...
... when generating the access token should be entered here
v_ClientSecret = "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";
//
// store the record in ZohoCreator
// I have a custom form in ZC with the fields ...
... in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. ...
... Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have ...
What?
A quick article on how to get around this error.
Why?
The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there ...
... to email from CRM with a rich-text interface.
Why?
The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set ...
...
How?
So I'll go over what happens in the real world process; then cover some technical information; and even include the function that makes it work:
Business Process
Customer visits website to ...
What?
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.
Why?
So we have a customer that has some decimal fields on the products ...
... to ZohoAnalytics using the API.
The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics ...
... build attachment request
m_Attachment = Map();
m_Attachment.put("paramName", "attachment");
m_Attachment.put("content", f_BillsExport);
//
// this variable name is in plural, but as a custom function ...
...
This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified:
//
// initialize
v_BooksOrgID = 123456789;
v_BooksCustomerID = 0;
m_CreateEstimate = Map();
l_CrmBillingAddress ...
... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system.
m_InvoiceDetails = Map();
m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));
m_InvoiceDetails.put("payment_terms",-3);
// ...
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