What?
A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.
Why?
Yes you can do this already by going to the record, clicking ...
... the Payment Date.
Why?
This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...
What?
A quick article on how to upload an image to the product/item listing in Zoho Inventory.
Why?
We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. ...
... store with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app ...
... "2" (or your own company initials just to show the customer who's boss).
Now click on the pencil icon of the cloned template
Right-click on the text box causing the issue and select "Inspect" (if you ...
What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.
Why?
Previously, we would receive an eBay notification and create an ...
... for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us.
How?
The code is actually pretty straightforward but you will ...
...
Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...
How?
As mentioned, we're going to use the address on the Lead ...
... uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer ...
... specify system/application offset
v_ApplicationTimeOffset = "-05:00";
//
// customer is in (America/Los_Angeles)
v_CustomerCallTime = '2021-11-19 08:12:34';
//
// set system/application date time ...
What?
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.
Why?
Our use-case is that we have a client who has ...
... same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change.
How?
The key is a setting you need ...
What?
A quick article to explain why the full name might appear in the last name field in Zoho CRM.
Why?
We had a customer report the issue that sometimes the full name of a contact was appearing ...
... to allow customers to make a booking based on the configuration and appointments in a ZohoBookings instance.
How?
The getAvailableSlots function requires as parameters according to documentation ...
... wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be ...
... and even in some cases only as an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow).
How?
This will create a popup ...
... Connector
How do I determine what datacenter to use?
To find out which datacenter your client/customer is using in Zoho, check the domain and specifically the top-level-domain (TLD) part. For ...
... as well as the customer's surname (method #1 would not be guessed by date/time):
string generateRetrievalCode()
{
// init
v_Output = "";
l_Output = List:String();
l_Alphabet = ;
...
... of the customer experience, through relevant privacy notices presented in context and choices that are on brand. More info about GDPR.
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