What?
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 ...
... to Settings > Automations > Custom Functions > Select the function > Execute the function against a paid invoice - check the fields updated.
Go to Sales > Invoices > Select an invoice > Click on "Comments ...
... saving of record
return false;
Caveat(s)
This only happens if the record is being edited (as in user clicked on "Edit") rather than the inline edits that can be done (eg. user clicked on field in ...
... of ebooks currently assigned to your Kindle account, all of which are shown under the Content Other options shown include Devices, Preferences, and Privacy Settings.
Click on the Devices heading to show ...
... you only want part of the page to display different content dynamically or on click of a button:
// embeds using DIV: allows for CSS styling
// embed a form
loading ...
// embed a report
loading ...
... add it to this article.
How?
I know there are instructions on the GoDaddy website but this is how I do it along with screenshots:
Login to your GoDaddy panel and expand the menu by clicking the ...
... Step-by-step
Add Zoho Creator to your Zoho One
Login to Zoho One
Go to Settings (cog in top right)
Click on Applications i the sidebar
Click on the Add Application button
Select Creator by clicking ...
... > Right-click on it, enable it and select "Update Driver"
Either via the device manager or just from pure frustration, you should get a prompt to download the Intel Graphics Command Center app from the ...
... the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will eventually be uploaded back to CRM.
How? ...
... the days of the week which they can then click on to select a particular day. Some navigation is required in the form of a left arrow and right arrow to see previous or next weeks respectively.
What ...
... to the Shopify Admin Interface:
Request access to the Shopify store owner as a developer
Login to the Client's Shopify Admin as an invited developer
Click on "Apps" > Develop Apps > Create an App ...
... layout didn't work
Choose field to validate > Select "Lead Status"
Choose validation type as "Validate using function" and click on "Next"
For functions, select "Write your own"
Give it a function name, ...
... > Select the template with this issue
Click on the "Edit HTML" icon in the top right of the editor:
Find the code "page-break-inside"
Change this from "avoid" to "auto":
And optionally, ...
... successful...:
For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser:
Login to ZohoCRM > Setup > Templates > Inventory
Click on the name of the problematic ...
What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.
Why?
Previously, we would receive an eBay notification and create an ...
...
How?
Well, let's setup the FTP connection first in Zoho Analytics:
Login to Zoho Analytics
Click on "Data Sources" in the left sidebar then click on "Add Data Sources" in the top right:
...
... these into data for invoices and contacts.
Category: Standalone
Click on Create
Give it the parameter: crmAPIRequest (string)
Dump in the following code:
// enter the webhooks key for your app ...
... in a subform called "Mondays" then to click a button which copies it to the remaining working days.
How?
So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. ...
... > Form Workflows > Select your form
Click on New Workflow
Choose form (the one your radio tabs group exists on)
(Record Event) Run when a record is Created or Edited
(Form Event) When to trigger ...
What?
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.
Why?
Our use-case is that we have a client who has ...
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