Thanks for watching! Please like and comment :) View Code for this video here: github.com/zepartner/tutorials/blob/main/ZE_Create_Quote_from_Deal
@mr_doosey
Жыл бұрын
Great Video!
@ZohoExpert
Жыл бұрын
Glad you enjoyed it! Thanks for your comment!
@travelwithbyrdadventures
Жыл бұрын
Thank you for this!!
@ZohoExpert
Жыл бұрын
You're so welcome! Thanks for your comment!
@travelwithbyrdadventures
Жыл бұрын
@@ZohoExpert I just finished watching it. I need a subform that on my deal that goes into the quote and then to the proposal. I can do that part, but I don't know how to make it merge into the quote or invoice template. I won't be using ZohoBooks for this since I don't actually process a credit card for payment into my account (I process the card on the suppliers account and then post the payment)
@ZohoExpert
Жыл бұрын
Latest video in the series is now live. So many issues editing it, but it’s finally done. Enjoy
@mohamedhatim908
Жыл бұрын
thank you for this great steps ...........please let me know when the next video is out
@ZohoExpert
Жыл бұрын
Coming soon! Just having some issues with the editing! But hopefully will be out next week! Thanks for your comment and support :)
@ZohoExpert
Жыл бұрын
Latest video in the series is now live. So many issues editing it, but it’s finally done. Enjoy
@youcantseeme4266
7 ай бұрын
Can you please help on how to create a function in blueprint that will create a work order in zoho fsm? Pleaseeeeeeee
@ZohoExpert
4 ай бұрын
Sorry, I haven’t spent much time looking at FSM yet. I usually like to give Zoho some time to flesh out new products before I jump in as they often change things in the first year to improve the product
@user-de1jo2sn7x
6 ай бұрын
Hi @Zoho Expert I am getting an error like this. ERROR - NO PRODUCTS ERROR CREATING QUOTE Function executed successfully {"ERRORS":{"No Products Found":[],"No Quote_Record_ID Found":null}}
@ZohoExpert
4 ай бұрын
It’s difficult for me to know what you’re doing wrong here. I assume you weren’t correctly referencing your deal subform or the deal subform was empty. If you haven’t already nailed this, please rewatch the video and follow along very carefully
@MarcoCaceres196
Жыл бұрын
Can you help me out? Im getting this error: {"ERRORS":{"No Products Found":[],"No Quote_Record_ID Found":null}} What could I be doing wrong? Thanks!
@ZohoExpert
Жыл бұрын
Sure, it sounds like you haven't put any items on your Deal subform. Have you carefully followed the steps in video 1?
@MarcoCaceres196
Жыл бұрын
@@ZohoExpert now im getting this error: {"ERROR":{"No Quote_Record_ID Found":{"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Product_Details"},"message":"required field not found","status":"error"}}} I've been looking at the Product API's and I don't have this "Product_Details" on it, not sure what to do now.
@ZohoExpert
Жыл бұрын
@MarcoCaceres196 something is missing from your Create_Quote_Map. You need to make sure you are putting in all the same code I showed you in the video. See the GitHub link in the video description for the full code.
@ZohoExpert
Жыл бұрын
Latest video in the series is now live. So many issues editing it, but it’s finally done. Enjoy
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