... icon (top-right most) to edit any profile
On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields"
Add a picklist field type called "Department" with the options "Hir ...
... extras
Just making a list of things that at-time-of-print of this article aren't in the official Zoho documentation:
Query the documents folder
r_MyDocuments = invokeurl
[
url: "https://www.zohoapis.com/books/v3/documents?organization_id=123456789"
type: ...
... ---------------------- QUOTE LINE ITEMS ----------------------
// line items get via api v2.1 or greater
l_BooksLineItems = List();
r_CrmProductLineItems = invokeurl
[
url :"https://www.zohoapis.eu/crm/v2.1/Quotes/ ...
... = List();
l_LastNameParts = v_LastName.toList("-");
for each v_LastNamePart in l_LastNameParts
{
//
// default to proper
v_LastNamePart = v_LastNamePart.proper();
//
// if exception prefixes
for ...
...
How?
My team of developers actually helped me solve this one as I was slowly dispairing...
The Plan
Get a list of all unique/distinct Customers
Get a list of all Customers
Remove the ...
... out-of-the-box differ in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page.
In the Leads module, the Zip field is 30 characters; in the ...
What?
Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay.
Why?
Our use-case is a data migration from eBay to a fresh instance ...
... a list based on the number of days ago (list of dates to check)
l_GeneratedList = leftpad(" ",v_DaysAgo).replaceAll(" ",",").toList();
//
// loop through
for each index v_Index in l_GeneratedList
{
// ...
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