Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template
A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.
Knowledge base / Since 1999
Scripts, systems & field notes.
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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Zoho Creator: Populate a Multi-Lookup
This is a very quick article with a code snippet on how I added to a multi-lookup field.
Zoho Books/Inventory: Trigger a workflow when an invoice has been paid
An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date.
ZohoCRM: ZDK Client Script to retrieve Contact Email
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.
Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"
This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now".
Zoho Inventory: Mark a package slip as delivered and shipped
A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory.
Amazon Kindle: Send PDFs to your Kindle
This is an article taken from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future. How? The process of...
Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge
A quick article on how to upload an image to the product/item listing in Zoho Inventory.
Zoho Creator: Embed Forms/Reports on a Page
Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page.
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