Zoho CRM: Make Upload File Field Mandatory
A quick article on making an "upload file" field mandatory.
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Customer Relationship Management Systems Tutorials & Guides
Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
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Zoho CRM: Updating a CRM record Custom Line Items using API v7
This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl.
Zoho SalesIQ Bot with OpenAI ChatGPT 4
An article to document setting up a SalesIQ bot that includes an integration with OpenAI's ChatGPT. Please understand if this is behind a userwall as we tend to charge between 2k to 5k to implement this solution in client's systems.
Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template
An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks.
Zoho Creator: Input Color Picker
An article on creating a color picker from a specific palette using an input field of a radio type.
Zoho Deluge: Convert Hex to RGB
A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB).
ZohoCRM: Make either Mobile or Email mandatory
A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional.
Zoho Workdrive: Getting Team Folder ID
This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API.
Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign
I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was).
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