... for myself is as follows:
Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
Popup a confirmation box to proceed or cancel.
Popup the email from CRM mailer ...
... check the form was ticked and there is a package ID specified
if(input.Mark_as_Complete && input.Zoho_Package_ID != "")
{
v_PackageID = input.Zoho_Package_ID;
r_PackageSlip = zoho.inventory.getRecordsByID("packages",v_BooksOrgID.toString(),v_PackageID,"ab_inventory");
if(r_PackageSlip.get("package") ...
... ticked, the same popup will appear if you click on the edit icon in the header "Tax" (applies to subtotal).
Note:
If you do not do the second section as per this article, even having customized ...
... all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote.
Why?
I've written this ...
... in code later (preferably in lowercase as it will lowercase it anyway)
Scope: Enter each scope you need and click on the plus icon to add each one.
Keep "Use credentials of login user" ticked.
You ...
... it "myconnector".
Ensure that as a minimum, the scope ZohoBooks.salesorders.CREATE is ticked.
Click on "Authorize"
Read the notice saying Creator would like access to bla bla bla and click on "Accept" ...
... > Firewall
Click the lock to make changes
Firewall Options
Untick "Block all incoming connections"
Leave the boxes ticked EXCEPT for "Enable Stealth Mode"
Settings Security and Privacy Firewall ...
... exchange fields.
Check/ensure the "In Use?" is ticked.
Store/save your XET
Setting up the Stu-Talk Message Group (SMG) This should be done before continuing as the remaining screens ...
... report complains saying "Report #3 parameter cannot be blank!". Before you ask, I have ticked both "Allow Blank" and "Allow NULL".
How?
This is the tough part. I was reading up on the MSDN page for ...
... to Design
Select the View tab
Check that the "Properties" pane is displayed/ticked
Change Language under Report Properties > Localization to en-GB
Save the report and test. ...
... Settings button
Check the box next to Synchronize with an Internet time server is ticked
Select an option from the dropdown menu starting with the first
Click on the Update now button ...
...
Click on Change date and time settings link
Click on the tab Internet Time
Click on the Change Settings button
Check the box next to Synchronize with an Internet time server is ticked
Select ...
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