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1. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... email: And then let's specify a couple of layout rules to enforce this: Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout Rules > New Layout Rule Call it "If Email Blank ...; Created on 03 October 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... t = v_SignType; // // Specify template ID // check URL https://sign.zoho.com/zs#/template/viewer/ v_TemplateID = "abcdefghijklmnopqrstuvwxyz01234567890"; // // get merge field names (for referen ...; Created on 06 August 2024
3. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order ...; Created on 09 July 2024
4. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... Who_Id (JSON Object or Int): ID of the contact or lead the task is related to. What_Id (JSON Object or Int): ID of the account the contact is associated with. Specify this only when the Who_Id is a ...; Created on 14 May 2024
5. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... 100 product categories so we'll just to page 1 but specifying 100 per page as the default is only 10. // // API keys (these are made up so enter your own in these 2 lines below v_MyWordPressSiteUrl ...; Created on 15 April 2024
6. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice ...; Created on 05 December 2023
7. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup > Pipelines Using the "Standard" layout, let's simply create ...; Created on 16 October 2023
8. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... to manage your DNS: Create a TXT record Specify the Host as 1522905495316._domainkey.mycompany.com // Important: if hosted by GoDaddy, Ionos, FastHosts, and similar domain providers, you do not include ...; Created on 04 May 2023
9. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; 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? ...; Created on 27 April 2023
10. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... declare v_Page = 1; v_PerPage = 100; l_Pages = List(); // // specify the maximum number of orders you think you have on eBay (check eBay homepage and see number of sales [ will be rounded to nearest ...; Created on 29 March 2023
11. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... specify your DHL API Key (no need for the secret or base64 encoding) v_DHL_API_Key = "1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ"; // // build up header m_Header = Map(); m_Header.put("DHL-API-Key",v_DHL_API_Key); // ...; Created on 21 March 2023
12. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... - GetMyeBaySelling Documentation: https://developer.ebay.com/devzone/xml/docs/reference/ebay/getmyebayselling.html */ // // declare v_Page = 1; v_PerPage = 100; l_Pages = List(); // // specify ...; Created on 01 March 2023
13. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; ... evaluate (specify here your dates [time set to midnight]) v_timeFrom = zoho.currenttime.subDay(0).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); v_timeTill = zoho.currenttime.addDay(1).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); // // ...; Created on 28 February 2023
14. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time ...; Created on 28 February 2023
15. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... building addrecord request m_Create = Map(); // // specify unique name to ensure we don't duplicate these m_Create.put("Candidate x JobOpening Name",v_Name); // // specify ...; Created on 08 February 2023
16. ZohoCRM: Import Attachments: / Zoho /; ... The only correction I had here is to specify the date/time format: On the Review screen it tells you how many fields were mapped. Amazing but not as useful as it is interesting: Then you're ...; Created on 16 January 2023
17. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is ...; Created on 18 August 2022
18. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... connection from Zoho Creator to Zoho Inventory 3 lines icon in the top-left of your Creator (in edit this application mode) Then go to Setup > Connections > Add Connection Select Zoho OAuth and specify ...; Created on 31 March 2022
19. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all ...; Created on 02 March 2022
20. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... and then enter in the FTP details as per your configuration, then click on "Next": Step 2 of 2: specify whether first row are headers/column/field names. If necessary, specify the format of the ...; Created on 12 January 2022