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 ...
What?
A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page...
Why?
I wanted to map a billing ...
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?
A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items.
Why?
I would apply the standard update function and although the response would say it ...
... = Map();
m_Params.put("responseFormat","json");
// note how criteria column is denoted by double-quotes and a value is by single-quotes.
m_Params.put("criteria","\"SO ID\"='" + v_SalesOrderID + "'");
m_Config ...
... for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table ...
... HTML entity equivalent and enclosing the ID in double-quotes in case I open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers):
//
// Generate a CSV of a ...
... here an example that demonstrates a basic search on a table of data and returns one record as a result.
The use-case here is that we are enhancing a quote builder form in Zoho Creator. The JS widget ...
... API v2.1:
I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ; I've called it "zcrm".
Standard Call for Module Record Count:
v_PerPage ...
... it when I ran into this error:
// initialize
m_QuoteRecord = Map();
//
// build quote request
m_QuoteRecord.put("Name.first_name",v_SellerName_Firstname);
m_QuoteRecord.put("Name.last_name",v_SellerName_Lastname);
m_QuoteRecord.put("Email",v_SellerEmail);
//
// ...
... 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 ...
... " ");
// adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up
v_ProductIDStr = "\"'" + v_ProductID + "\"";
v_VariantIDStr = "\"'" + v_VariantID + "\"";
v_InventoryIDS ...
... = ;
}
}
return m_Response;
Error(s) Encountered:
Exceeded Quote Limit: Try generating a new API key (aka Secret). If you need a paid plan, then you can access this by logging into OpenAI and ...
... /imagine and then a space and then type your idea (eg. "fire mage, steampunk victorian, detailed, full body hyperrealistic female" without the quotes to get the left image here).
Type /help for other ...
...
My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify ...
... = v_HtmlEntityNames.toList();
l_HtmlEntityChars = v_HtmlEntityChars.toList();
//
// add these exceptions (quotes) which wouldn't convert to a list
l_HtmlEntityNames.add("quo");
l_HtmlEntityNames.add("apos");
l_HtmlEntityChars.add("\"");
l_HtmlEntityChars.add("'");
//
// ...
... e = "My Test Document";
r_DownloadResponse.setFileName(v_Filename + ".pdf");
r_AttachResponse = zoho.crm.attachFile("Quotes",p_QuoteID,r_DownloadResponse);
Use a subform (eg. Product Line Items) ...
... this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form.
How?
So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with ...
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