Assuming quick is required, the following 244 results were found.
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code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom. How? Based on the fact that the United Kingdom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts on a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to get around this error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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.then(function(response) { // store the search results into an array var recordArr = response.data; // quick loop to find the preferred name for(var index in recordArr){ v_GreetingName = recordArr[index].Nick_Name; break; } // if not blank then let's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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What? A quick article on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Thank You!http://www.joellipman.com/static-items/thank-you.html
submitted and is much appreciated. This filters through to an account which is checked regularly and you should get a quick response.
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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