What?
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Why?
Rather than hard-coding and having a ton of if..then ...
What?
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...
... clock has updated in your taskbar and close the window by clicking on OK
Leave your computer for a few hours and see if it keeps the time...
If the problem persists, try changing the system registry ...
... that Shopify would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process ...
... pages to retrieve every product from the WooCommerce system.
API connection in WooCommerce
So we need to get an API connection to ensure we get all the products. This involves getting a consumer_key ...
... 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 ...
... (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders.
How?
We're going to use the Zoho Extension SDK. You should refer to my previous linked article ...
... canvas to see if we can have this functionality using the out-of-the-box ZohoCRM.
Client Script Configuration:
Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the ...
... both of the methods below, you will need to setup a client script which runs when the product page is being modified:
Login to ZohoCRM as a system administrator
Give it a name, I'm calling mine "Products ...
... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do.
How?
Here's a couple of working ...
... user's record, retrieve the department, and set the correct pipeline option.
Setup: Department Field on User Profile
Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...
... as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment ...
... other entry does not...
This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended ...
What?
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...
What?
A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday.
Why?
I think it's the US system which generally says that a week starts on a Sunday ...
... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system.
m_InvoiceDetails = Map();
m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));
m_InvoiceDetails.put("payment_terms",-3);
// ...
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