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1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... after 4 days: No code here necessary, this screenshot shows the settings I put in as a separate workflow: Step 3: Delete transferred tasks on converted contact Having disregarded the happy path, ...; Created on 14 May 2024
2. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... in the CRM. The email signature it will overwrite is the one held in ZohoCRM > Setup > Channels > Email > Email Configuration > Compose > Email Signature as in the following screenshot: This function ...; Created on 05 December 2023
3. Zoho Finance Suite Schedule: PATTERN NOT MATCHED: / Zoho /; What? A super quick article on resolving this issue if it ever appears again. Why? At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. ...; Created on 12 June 2023
4. ZohoCRM: Import Attachments: / Zoho /; ... of code or screenshots below are made up. the Attachments.csv A data backup or export of the Attachments from ZohoCRM will return to you a CSV of attachments. View it to see what is expected of ...; Created on 16 January 2023
5. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; 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 ...; Created on 18 August 2022
6. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; ... add it to this article. How? I know there are instructions on the GoDaddy website but this is how I do it along with screenshots: Login to your GoDaddy panel and expand the menu by clicking the ...; Created on 07 April 2022
7. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... AuthToken (Multi Line) AuthToken Expiry (Date-Time) You should end up with something like this screenshot: * Some of these fields are unnecessary for this example but are used to accommodate ...; Created on 14 February 2022
8. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here: How? ...; Created on 03 February 2022
9. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... added a column called "Group Name" in the CRM Quote module as per the following screenshot: How? Again at the time of this article, this is only modifiable when using REST API v2.1. We are going ...; Created on 17 May 2021
10. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT ...; Created on 28 April 2021
11. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... . p_LeaveTill this is the value of "To" on the "Leave" form. Giving you something as per the following screenshot: Click on "Save" to accept this Note: It is important to add these parameters rath ...; Created on 10 December 2020
12. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
13. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... Now access this application and preview your masterpiece! The following screenshot shows what happens when I change the parameter: Additional Note(s): I have found that adapting Widgets ...; Created on 24 October 2020
14. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Div: / Zoho /; ... screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page. Be sure to copy the code directly into a page and NOT to be in a function that is called from ...; Created on 22 October 2020
15. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... this is still confusing. The following screenshot is of a client's Zoho Books instance opened in a browser. the circled part is the domain of the Zoho app we are accessing: Here is a list of the datacenters ...; Created on 12 August 2020
16. Header (Transparent): Created on 01 January 2018
17. Header (Background Video): Created on 10 January 2016
18. Call To Action: Created on 08 October 2015