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.
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Zoho CRM Tutorials & Guides
Practical Zoho CRM tutorials, troubleshooting notes and implementation guides from real projects.
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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 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 CRM & Creator: Download attachment and upload to Creator file field
A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator.
Zoho CRM: Schedule a Meeting using Deluge
Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge.
Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user.
Zoho CRM: searchRecords with sorted results
This is an article to document how to use the searchRecords function in CRM and to sort the results response.
Zoho CRM: Template: Empty Space between Header and Line Items
A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this).
ZohoCRM: Template: not being able to edit a text box
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template.
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