... about 4 months until I can confirm this works.
Why?
I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, ...
What?
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...
What?
A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check.
Why?
Not sure how I came across it as most of our customers don't use ZohoMail, ...
... or create.
- Loop through eBay payments to record all the different payments received.
Date Modified: 2023-03-14 (Joel Lipman)
- Resolved fix of incorrect customer (Use Email rather than ...
What?
A quick note here on how to connect to the DHL API and check on a package given a tracking number.
Why?
In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...
What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.
Why?
Simply the client wanted a report on customers ...
... upon ZohoZIA and we get a lot of requests around customizing ZohoZIA...
How?
So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. ...
...
Storing prompts as quick commands
Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper":
/imagine a flower
// returns 4 ...
What?
This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit.
Why?
We're creating a custom module ...
... client script which will manage a subform.
The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". ...
... of each item purchased; including shipping and tax. The second is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as ...
What?
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...
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 ...
What?
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 ...
What?
A quick article on how to upload an image to the product/item listing in Zoho Inventory.
Why?
We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. ...
... one way, in other words, listings on eBay get downloaded to Zoho Inventory but not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom ...
What?
This is an article which is the updated version of my article Zoho Deluge: Push Item to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app.
Why? ...
... to ZohoCRM > Setup > Customization > Modules and Fields > Leads
Select "Validation Rules" and cick on "New Validation Rule"
Choose the layout, this has to be the highest level (I think) as a custom lead ...
...
This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template:
Login to ZohoCRM > Setup > Customization > Templates > Inventory ...
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