Wednesday, December 6, 2017

How to properly set Subforms in Zoho Creator Part 3

The first step is to have the Subtotal or Total field value in the Order Form. Normally this would be a currency field or decimal field if you need to consider 1 or more decimals into your calculations. If not you can also set it the field as a Numeric value field. Our example uses a currency field.

Second you need to think about the places where the script to aggregate the rows needs to occur. in our case there are several places. On Add Row, On Selecting a new Product, On Changing the Qty amount or the pricing. Its important that all scenarios are considered otherwise your calculations may not be properly aggregated if it encounters a scenario that you have not considered in your scripting yet.
Last but not least, the script below is ready for you to copy and paste into your application. Assuming of course that the field names of your Order Form are named exactly as our test application.


if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);
}
t = 0.0;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    for each rec in Item_Details
    {
        t = (rec.SubTotal  +  t);
    }
}
input.Subtotal = t;
Do not hesitate to contact me if you have any questions. I would be more than glad to help you buil an amazing online database application with Zoho Creator.

Monday, December 4, 2017

Every Zoho application you need to run your business on the Cloud


Sales & Marketing

Give your sales team the perfect set of apps to help close more business deals in less time.


A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one. Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.


Create and share online forms, receive email alerts, and get your team involved to manage your data—it's easier done than said with Zoho Forms.


A complete digital signature app for business signatories. Create and send documents for signatures anywhere, anytime, and on any device. Sign approval forms, NDAs, sales contracts, invoices, and more in any document format with no fuss.

Social media management software for growing businesses and agencies. Manage multiple social networks, schedule unlimited posts, monitor keywords, and collaborate with your team — all from a single dashboard.
Zoho Sales IQ
Hassle free live chat software re-imagined for business growth.
Start proactive online live chat with your website visitors and provide live customer support. Increase the ROI on your content, SEO, Adwords and email marketing efforts. Get started now to connect with real time visitors.

Zoho Contact
Contact management software, refreshingly simple.Zoho ContactManager is an online contact management software that lets you organize contacts, tasks, and deals in one place. Managing your business contacts just got easier.

Zoho Inbox
Think inside the (in)box.Turn unopened emails into closed deals with the only email client built exclusively for salespeople.

Business Process

Simplify complex business processes with apps that will make your team's work easier.

Create custom apps for your unique business needs.
Automate business processes, manage data, and make your work easier with custom applications. Streamline business process and collaborate online with your team.

Zoho Reports
Transform raw data into valuable insights.
Zoho Reports is a BI and analytics solution that allows you to create insightful reports and dashboards. It assists you to visually analyze your business data, and to take informed decisions.

Zoho Site24x7
Monitoring Availability and End User Experience Made Simple. Performance Monitoring Solution for DevOps and IT Operations. Monitor the performance of internet services like HTTPS, DNS, FTP, SSL, SMTP, POP, URLs and APIs from 90+ global locations (or via wireless carriers) and those within a private network.

Email & Collaboration

Empower your workforce with apps to collaborate and transform the way they work.

Take Control Of Your InboxExperience email that provides a clean, ad-free, minimalist interface alongside features geared for business and professional use. Get started with up to 50 free users.

Zoho Docs
Bring your office to Zoho Docs. Store, share and manage all your business files on the cloud.Run your business more efficiently with your personalized workspace in the cloud. From documents to images, spreadsheets to presentations, and even your music, movies, and pictures, carry all your files with you wherever you go. With everything stored in a centralized location, now you can conveniently share your files with your friends and colleagues.
Zoho Projects
Project management, as effective as it gets.  Plan, track, and collaborate using the preferred project management software of more than a million businesses. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time.

Finance

Accounting software for growing businesses. Zoho Books is an easy-to-use, online accounting software designed for small businesses to manage their finances and stay on top of their cash flow. Stay connected to your business, no matter where you are. Send out quotes, track time for projects and also get critical insights about your business on the dashboard of your iOS, Android or Windows device.

Zoho Expense
Expense reports, the easy way. 
Zoho Expense is an online expense reporting software, tailor-made for businesses to automate their expense report creation and approval.
Hassle-free Invoicing software.
Zoho Invoice is web-based invoicing software that helps you craft beautiful invoices, automatically send payment reminders and get paid faster online. Design and send professional invoices.

Zoho Subscriptions
Smarter recurring billing and subscription management software.
Zoho Subscriptions is your definitive recurring billing and subscription management software. Effortlessly manage the entire customer life cycle, from accepting recurring payments to handling customer subscriptions.
Inventory management software for growing businesses.
Increase your sales and keep track of every unit with our powerful stock management,order fulfilment, and inventory control software.

Human Resources

Recruiting Software for Staffing Agencies and HRs
Streamline your hiring processes and acquire better talent with Zoho Recruit’s applicant tracking system and recruitment software. Source better talent, track resumes and interviews efficiently and never miss on a good hire.
Zoho People
Your complete online HR solution. We take care of all your HR activities while you take care of your employees. The perfect HR software to manage your workforce. Manage all your HR administrative actions from a central location. Search employees, set favorites, view organization trees and analyze attrition reports - all from a single dashboard.

Friday, December 1, 2017

How to properly set Subforms in Zoho Creator Part 2

To build a robust Order form in zoho creator you need to be able to automatically "fetch" the information about a product and let the system pre populate the subform with pre existing data in the Products Table.

First, you need to have a Products form with all the relevant information about the Product. Price, Description, etc.

Second, you  need to fetch the Product information based "On user input" inside the items Subform and add the below deluge scripting.

prodct  =  Products  [ID == row.Product];
row.Description = prodct.Description;
row.Price = prodct.Price;
row.Qty = 1;
if ((row.Price  !=  null)  &&  (row.Qty  !=  null))
{
    row.SubTotal = (row.Price  *  row.Qty);
Subform Zoho Creator

Saturday, November 25, 2017

How to properly set Subforms in Zoho Creator Part 1

This is the most important step in the process of setting up your zoho creator database. A properly linked setup will enable your information to run smoothly and avoid waisting space ( MB )

First, you need to create at least 2 Forms. For example.- Orders and Items. An Order can have multiple items and 1 item can be part of many Orders. Creating a many to many relationship.

Second, you need to add the Subform Items inside the Form Orders and name it. Then you have to add a Lookup field in the Items Form and click on Existing Relations. 
Do NOT forget this part. This is the key. You must have a lookup field linking the original Form to each record on the subform you are creating. Makes Sense?

If it does not or need any help do not hesitate to contact us. We can guide you through the process to set your Subform for success.

Wednesday, October 11, 2017

Instantly Populate Sales Quotes from Zoho CRM

With a tool like Zoho CRM, you can easily manage your entire sales cycle from a single interface, leading to improved efficiencies and closing more deals.  Another way you can improve your sales process is to use WebMerge to automatically populate documents like proposals, contracts, quotes, and more.

In this example, we’re going to show you how to automatically populate sales quotes from data in Zoho CRM then we’ll email the quote directly to our customer for their review.

To get started, we’re going to set up the template for our quote using a Word document.  Inside Word, we’re going to add our repeating information like our logo, contact information, and details of our company.  For the spots that we want to insert our deal/customer info, we’re going to use merge fields that look like {$FirstName}, {$Address}, {$Amount}, etc.

Here’s what our quote template looks like:
 


Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, select Office Document as the document type and then pick the file from your computer.
 


After you upload your quote template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to use the name of our deal in the file name and we’re going to generate a PDF.
 


Next, we’re going to set up the email delivery for our document so that the quote is automatically emailed directly to our customer.  Under the Deliver tab, we’re going to Edit the default email delivery.  For the To address, we’re going to choose the email merge field for our customer’s email address.  If you don’t have a merge field in your document, you can choose <<Other>> from the drop-down then enter something like {$Email} in the box.

Feel free to edit any of the other email settings.  Here’s what our email delivery looks like:
 


Once we have saved our email delivery, we are done with the setup process in WebMerge and we’re ready to integrate with Zoho CRM.  If you haven’t already, please make sure to install the WebMerge plugin from the Zoho Marketplace.

Inside Zoho, we’re going to go to the WebMerge Mappings module and we’re going to create a New Mapping.  After you give the mapping a name, we’re going to choose the Module we want to use (Potentials), then we’re going to choose the WebMerge Document we want to merge.
 


Next, we’re going to match up the merge fields in our document with the fields from our CRM.  This tells Zoho how to send the data over to WebMerge so that it’s populated in the correct spot on your template.
 


Once you have matched up all of your merge fields, go ahead and save your mapping.  We’re ready for a test!  Open up one of your Potentials and then click the WebMerge button (it might be under the “…” drop-down).  This will generate the quote and email it out!

Here’s what our quote looked like ready for the customer:
 


Congrats, you’re all finished!  You can now instantly generate all kinds of documents from your Zoho CRM data.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?