Tuesday, June 27, 2017

Need to Adjust Pricing based on Qty in Zoho CRM Quotes Module

Zoho CRM is one of the most powerful CRM platforms in the market. A common process used by maverick entrepreneurs is the creation of Quotes under each Contact or Account as part of the Potential opportunity stage cycle.

Each Quote allows you to add multiple products so your Client can get an estimate on the cost with a very granular description of all the pricing and components of your product or service. However, when you manage multiple products with a different price tree structure the complexity can easily become a hassle to handle when different Qty´s have multiple prices.
ZohoCRMQuotes
With the use of a simple custom function integration and the Price Books module in Zoho CRM you can incorporate an update task workflow and trigger automated price updates to the Quotes Modules based on the Qty entered into the item row.

There is a catch! Prices will not update instantly on the Edit view, but will reflect the modification once the page is updated. Therefore, if your pricing structure is a complex maze of prices for different Quantities you are better off letting an automatic script handle your pricing calculations.

You can find the script needed to create the custom function in our Zoho Library or if you prefer we can set it up for you directly.  Visit our Zoho Services page to find the integration needed.

Saturday, June 3, 2017

Compress Your Zoho Images 33% or more with Cloudinary API

cloudinary
Cloudinary is the image back-end for web and mobile developers. An end-to-end solution for all your image-related needs.

Use Cloudinary's image service instead. With simple integration to Zoho Creator you'll get immediate access to cutting-edge image capabilities. Save R&D time, get to market faster, reduce your IT costs and improve your viewers experience.

What makes Cloudinary stand out?

  • Securely upload images or any other file, at any scale from any source. API for fast upload directly from your users' browsers or mobile apps.
  • Store as many images as needed. Our image hosting service stores images privately and safely with automatic backup and historical revisions.
  • Manage your media library interactively with our Digital Asset Management solution or via APIs. Gain insights using advanced analytics.
  • Manipulate your images dynamically to fit any graphics design. Apply effects, resizing, cropping, face detection, watermarks and tons of image processing capabilities.
  • Get your images delivered lightning-fast, responsive and highly optimized for any device in any location. Images are served via Akamai’s worldwide CDN.
Interested on integrating this API to your zoho creator application?

Integration has been developed and its readily available as a one time Add-On purchase or inside our Leverage Zoho Library to all its members.