... fields and not really knowing which one defines the stage the lead is at.
How?
Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time ...
... and display 12.5% instead of 12.50%.
Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit thereafter to see if there ...
What?
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).
Why? ...
... setup a schedule for the import to automatically download the data file regularly:
After all that you will be shown your data table:
Additional Note(s):
Here are some notes & settings ...
What?
So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...
... single out this person (can be removed after testing)
if(v_LastName.containsIgnoreCase("Lipman"))
{
//
// get user id
v_UserID = r_User.get("id");
//
// startofweek is a ...
... the "::after checked", hide the circle line and somehow style the inner dot to overlay or serve as background on the tab.
But that was a bit too much CSS for my head so instead, I'm going to add yet ...
... to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge" and select the function ...
... + v_ListingPublishKey;
v_ImageSrc = v_ImageSrc + "?filepath=/" + v_Filename;
l_ShopifyPictures.add(v_ImageSrc);
}
// after I've pushed the product to Shopify and it returned to me a Product ID:
if(v_ShopifyProductID ...
... You will note that I use the access token function (one that regenerates an access token or reuses if not expired). Thereafter, I use the GetMyeBaySelling API Call with specific criteria to only return ...
... was loaded. Then I would tell Audit_Change to only trigger the workflow if it had waited about 5 seconds till after this datetime to allow auto-updates to happen. This method is fine for 1 or 2 fields ...
... to assign the sales person.
How?
So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead.
In the next ...
... by "Processed" is "Selected", check after each run of the function that the number has incremented.
Once all records are done, return to the Module Layout and delete the "Processed" field.
[Optional conditionally] ...
... won't help as you need to submit the form before redirecting the user. A HTML element to the page won't help either as you need to redirect the user to the specified report after submitting the form.
...
... a quote record and include a subform containing the line items. You may have tried code where you add a record first and then add the subform afterwards (insert into [...]) but it can be done all in one ...
... going to use a range of 1 month before and 1 month after the requested date (so this works as long as no one books longer than a month in one go - increase the submonth/addmonth parameter if an employe ...
... + v_LineItemTotalVat;
v_Total = v_Total + v_LineItemTotal;
}
//
// other actions you want to do after all quotes looped through
//
}
Save your function and click on "Done" ...
... which I feel has the same difficulty level and equal number of steps as verifying by CNAME; or by uploading a HTML verify file which I tend to forget to delete afterwards and involves just as many steps ...
... leaves a modal with rounded corners */
.popupboxOuter
.zc-pb-tile-card
/* optional: move the close button to the top right of the modal */
.popupClose
.fa.fa-close::before,.fa.fa-close::after
...
...
As someone who's been using Zoho services and programming in Zoho Deluge for a few years now, even I thought of Zoho Widgets as a daunting task. But after doing some, I realize this is actually very ...
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