... was a primary contact on the customer record.
This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent.
How?
So the key here is that there were no contact persons on ...
What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.
Why?
Simply the client wanted a report on customers ...
What?
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.
Why?
I could do a normal automation/workflow ...
How to redirect the visitor after the contact page:
Open Contact.php and go to line 473 - 475 and change the line:
$link = ‘index.php?option=com_contact&task=view&contact_id=’. $contact[0]->id ...
... for myself is as follows:
Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
Popup a confirmation box to proceed or cancel.
Popup the email from CRM mailer ...
... to create and update an estimate as well as read settings and contacts.
I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record.
The code: ...
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?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why? ...
... is scatty and the online forums weren't too helpful either.
How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation ...
... 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?
So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...
What?
A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting.
Why?
As developers, we're keep account of our time and we are currently ...
What?
This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge.
Why?
Because I find a need to document anything that takes longer than 30 minutes to ...
...
How?
As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact ...
... 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 ...
... be notified if feedback is left:
OAuth Method (requires contacting eBay to enable this once run)
void API.fn_eBayQuery_SetNotificationPreferences()
{
/*
Function: fn_eBayQuery_SetNotificationPreferences()
...
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 ...
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