What?
This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now".
Why?
I'm not sure when this prompt is supposed to prompt you ...
... websites that work and don't; I thought I might as well post the way I do it:
Open up windows explorer
Go to Tools -> Folder Options
Click on the File Types tab
Scroll down ...
If you are in the administration panel and you are editing your weblinks and you come across this error:
"404 - An error has occurred.
Joomla! was unable to locate the stated resource." ...
... void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID)
Trigger: On Demand when button in report is clicked
Purpose: This will send a ZohoBooks invoice directly to its recipient
Inputs: ...
... top right next to the profile image)
Under "Developer Hub" go to "Client Script"
Click on "New Script" button (the blue one - not the "Add Script" grey one)
Give the client script a name, I'm calling ...
... Type is "Page Event"
Event is "onLoad"
Click "Next"
Method 1
This includes a function which counts the number of decimals. I didn't need to use this method for my client; just rounding the decimals ...
... data that is expected to be in the rows (ZohoAnalytics may have issues loading a file with only headers)
Click on "Create" then "New Table/Import Data" > Select "Files" (the one with the Excel icon)
Give ...
... user's record, retrieve the department, and set the correct pipeline option.
Setup: Department Field on User Profile
Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...
... using any other apps or software.
How?
Here's how to use it:
Staff member clicks on button
File downloads to their workstation
Here's what's happening in the background:
File is generated
FIle ...
... the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal.
Actions
Login to ZohoCRM > Setup > Modules and Fields
Click on the "Deals" module (or whichever module ...
... article, this is how to get to them
Login to ZohoCRM
Go to Setup (cog icon in the top right next to your profile picture)
Under Channels, go to Email
Click on the "Email Deliverability" tab
Under ...
... your details > Confirm via Email
Create an app as described under Get Access section
Click My Apps on the portal website
Click on the App you created
Note the API Key by clicking on "Show Key" ...
...
Getting to the development-side
Login to ZohoCRM as a super-admin
Go to Setup (cog icon in the top right)
Under Zia, select "Conversational AI"
Click on the link "Zia Developer Console" (yours ...
... bot
Login to ZohoCliq
Click on your profile picture
Select "Bots & Tools"
Click on "Create Bot" (or "Edit Handlers" on an existing bot)
Fill in the details then edit the Handlers.
For demo purposes, ...
...
Now click outside of the option box at the end (in between where it says +1 more)
Type the word "value" and press
Now type the string of words/phrases that you want to store against this custom paramete ...
... type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call ...
... 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... ...
... these kind of columns available to you:
Click on Widget in the top right
Under "Data Column", select any field in your table/query which is not the one to display
Under "Group By", select the field ...
... admin account)
Log in to https://accounts.zoho.com/developerconsole
Click on Add Client ID
Select "Self Client"
Provide the details and register your application
Upon successful authentication, ...
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 ...
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