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 ...
What?
A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge.
Why?
My use-case here is that I was generating a comma separated values (CSV) file ...
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? ...
What?
This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a ...
What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. ...
What? This is a quick note on how to reduce a whole bunch of CSS into a single line without unnecessary spaces and new lines. Why? What I have:
#copyright a{
margin: 10px 0 0 85px;
box-shadow: ...
... product that they didn't stock.
How?
So editing the product_details field of an invoice record seems straightforward but it isn't. Undocumented, the trick is to remove the existing ID of the line ...
What?
I started getting this error:
The task with the name "Data Flow Task" and the creation name "DTS.Pipeline.2" is not registered for use on this computer
Why?
We use a combination of MS Visual ...
Why?
So let's say my FTP client is not the most expensive (was FREE), nor the most advanced client out there, and I want to know what were the most recent files I modified and uploaded to a site, how ...
... size of the asterisk, this often increases the line-height and causes the overall line height to change for other objects in the same row. The problem afterwards was that the asterisk character would ...
...
Explanation
type="text" - standard attribute that tells the field this is an input field for single line of text.
name="name" - attribute that assigns a variable name to this field so we can reference ...
Intro
Prefixing lines with their respective line number in a text file using a Microsoft Windows Operating System... I've just googled this as I couldn't remember how I did this last time and a number ...
... in a menu:
Warning: implode() [function.implode]: Invalid arguments passed in /home/.../public_html/includes/router.php on line 325
Where "..." is the path on your server.
If you're ...
... Report in ZohoCreator
l_CsvLines = List();
l_ApplicableProducts = Products[Display_in_Widget=="Yes"] sort by Product_Name;
for each c_Product in l_ApplicableProducts
{
l_CsvRow = List();
l_CsvRow.add(c_Product.Photo);
l_CsvRow.add(c_Product.Product_Name.replaceAll(",", ...
What?
This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM.
Why?
To simplify the on-boarding process. A client of ours has ...
What?
A quick article on how I resolved this error and how the online forums and documentation did not.
Why?
I don't often do this to create a Creator record but I'm going to use the shortcode function ...
... ---------------------- QUOTE LINE ITEMS ----------------------
// line items get via api v2.1 or greater
l_BooksLineItems = List();
r_CrmProductLineItems = invokeurl
[
url :"https://www.zohoapis.eu/crm/v2.1/Quotes/ ...
... adding label because -3 often displays "Net 56" instead.
m_InvoiceDetails.put("payment_terms_label","Due end of next month");
//
// loop through line items and populate
for each m_SOLineItem in l_SalesOrderLineItems
{
...
... but there is a Zoho Toolkit to run some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks.
How?
So first I'll outline the steps to set this up in ZohoCRM and then ...
... Lipman)
- Resolves issue of SO / Invoice / Package / Shipment / Payment not updating.
- Revamp and debug line by line
- Switched email identifier back to StaticAlias rather than member ...
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