ZohoCRM: Import Attachments
- Category: Zoho
- Hits: 9573
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.
Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.
How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well:
Zoho CRM: Manage a subform using Client Script
- Category: Zoho
- Hits: 11564
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.
Why?
A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein.
How?
Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script which will manage a subform.
Zoho Analytics: Determine profits from invoices and purchase orders
- Category: Zoho
- Hits: 5216
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.
Why?
We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order.
I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution.
How?
Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether.
Zoho Analytics: Set Up a Widget Displaying Sales Person
- Category: Zoho
- Hits: 5576
A quick article to display a value in a column in a widget in Zoho Analytics.
Why?
Because I keep forgetting how to do it.
How?
I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person.
It adds to the effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard.
Zoho Deluge: Generate a loop or list of any size
- Category: Zoho
- Hits: 8396
This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size.
Why?
My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week.
How?
As mentioned, using leftpad takes 2 parameters, the first is the string to start with, the second is the number of spaces to pad with.
Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account
- Category: Zoho
- Hits: 3298
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account.
Why?
For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit.
How?
As mentioned, we're going to update several fields called:
ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record
- Category: Zoho
- Hits: 6533
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM.
Why?
A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record.
How?
The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record.
Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template
- Category: Zoho
- Hits: 9793
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 on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned.
How?
The difficult part here was to figure out how to convert the CRM record into a PDF using a customer's template.
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Joel Lipman
www.joellipman.com
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