ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 Subform_Row_ID=c_ImageRow.ID ]; } // // store this after the record is created/updated (was getting error if included in record creation - if in same row). // c_ImageRow.File_field = f_DownloadFile; // // let's get the local image cache reference so it...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app doesn't suddenly stop working when a third-party CDN / API gets upgraded. Add these to the widget as you see...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 // if not specified as optional then this will be transferred to the invoice if (o_ThisLineItem.Optional != "Optional Not Included") { // field mapping of quoted items to invoiced items (i console logged out this line item and copied each of the fields...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *