What?
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
Why?
A client asked that when staff create a deal/opportunity ...
... 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 ...
... that asked, in this case Zoho Inventory. So for this, I've set up a nightly schedule which checks on all the shipments from a certain date and updates the shipment status for items that have been delivered: ...
...
The question can be asked by clicking the button "Ask ChatGPT"
Add the parameter:
I'm calling it "banter"
of type "String"
with a prompt message of "What is your question?"
click on "Save ...
... }
}
The one to rule them all
So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the conversation along with new cliqs:
/ ...
... ID is the unique filename (as it is on disk) and File Name is the name displayed in CRM (can be same as on other records):
Click on 'Save and Next' and you will be asked to check your other CSV files... ...
... on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to ...
... dates given a number of days
So here's another scenario where you have a start date and you are asked to list the working days, 7 days after the start date. I'm aware of the method .workdaysList():
date1='2022-07-21';
date2='2022-07-29';
info ...
... I'm usually asked to update all records and there are at least 10 thousand if not 100 thousand records. The code I use is a for loop within a for loop or in other words 5 pages (as each page is limited ...
What?
A super quick article to remind me how to generate and send a CSV as an attachment to an email.
Why?
Because I often get casually asked "oh and can you archive the data and email it to me ...
... (potentially you could try just using ZohoCRM.modules.Attachments.READ but at this point I couldn't be asked).
Then publish the report of this form (eg. "Download File Report") and get the long publish ...
...
We asked Zoho for a solution that might work and were given the following snippet of code (not tested yet!). It looks like we have to fill in the blanks and it's on the same path as we were. The mai ...
... have more than 1 file attached to it.
the CRM.attachFile command
Okay as a first example, there is a problem here, you asked for Books and this next bit shows how to attach it to a CRM record. ...
... to the website in question.
Controlling your personal information
You may choose to restrict the collection or use of your personal information in the following ways:
whenever you are asked to fill in ...
... vents (note I had masked these before painting as per youtube videos)
Possibly my new facebook profile photo
My old FC40 looking new(ish)
Ok, still going with painting on a budget, yes ...
What?
So this is an article exploring how to convert UPPERCASE text into mixed case. The feed is originally for a personnel feed so it won't be converting long paragraphs of English text. Instead it ...
... access to a component? A load of blab on ACL managers?
How?
In our case, the website had recently been migrated from Joomla 1.5.x to 2.5.x. I asked to examine the database and a quick scan in ...
What?
This article is to remind me how to create a blank weekly timesheet which reads the duration of events from a database and auto-completes your timesheet.
Why?
I'm being tasked to work with ...
What?
Quick note on how to do this.
I was tasked with cleaning up an english database by replacing all special alphabets (ë to e) and non-alphanumeric symbols with URL friendly characters.
How? ...
What?
A quick article on a frequent question I get asked. This refers to an issue within the Joomla CMS (version 2.5.x) where it fails to email users who reset their password.
How?
A few things ...
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