... the following request to create a Sales Order in Zoho Books would be enough:
{
"date": "2021-09-08",
"zcrm_potential_id": "123456789012345678",
"currency_code": "GBP",
"reference_number": "Salespersons ...
... and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows ...
... street 2 and shipping street 2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and ...
...
Additional
You would of course need to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source, the Zoho deluge .toList() fails the function ...
... (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line.
How?
The following code snippet will get the ...
... Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix.
So the fix is a setting:
Login to Zoho Bookings as the admin ...
...
In a nutshell:
[Optional]: Deactivate any workflows that this process would affect
Go to the Module Layout and drag a "Checkbox" field on to the module
We'll call ours "Processed" but it really ...
... and the list of invoices to create:
If sending just the 1:
But if sending multiple invoices, you need the key "Invoices" so your JSON request would be something like:
{
"Invoices": ...
... view.
Why?
A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the user on the record form. The "Save & Close" button ...
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