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 ...
... set first and last name
v_FirstName = "BILLIE-JO";
v_LastName = "MCDONALD-O'LEARY ii OF CAMBRIDGE-worcester-OXFORD";
//
// let's deal with double or triple barrelled first names
v_FirstName = v_FirstName.replaceAll("-", ...
... record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which ...
... setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup ...
... in storing message conversations despite it's purpose being ideal. Instead, let's use a CRM function to store the conversation between ChatGPT and the CRM User. This way, we can also ensure that the data ...
... v_RateCard = ZDK.Page.getField('Which_rate_card_is_this_based_off').getValue();
// get opportunity lookup (related deal) of this record
let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue();
...
... deals against a deal owner and needed to repeat this for all the invoices against a sales person.
It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...
What?
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...
What?
A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this).
Why? ...
... and obviously want to display these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at ...
... Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), ...
... alphabets is necessary when dealing with languages other than English. Preserving files in unicode or utf-8 encoding will help but there will be times when you have lost the formatting and get weird question ...
... is likely to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users".
Find records ...
What?
A very quick article on how to push a multi-select picklist from CRM to Creator.
Why?
We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module ...
... a specific user:
r_ZohoResponse = zoho.crm.getRecordById("users",r_DealDetails.get("Owner").get("id"));
l_MatchingUsers = ifnull(r_ZohoResponse.get("users"),{});
for each r_UserDetails in l_MatchingUser ...
... last snippet is completely optional if you want to prefix the character » to your breadcrumbs.
Unfortunately, this only deals with the opacity transition as the width transition is not a smooth one. ...
What?
This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet ...
... Weblinks
-- *********************************************************************
-- First let us copy over all the weblinks, we will deal with categories
-- and assets afterwards:
-- *********************************************************************
-- ...
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