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Assuming then is required, the following 347 results were found.

  1. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.http://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    you to get the ID of the Shipping Address... But let's say I don't know how to create a shipping address and retrieve its ID then here's the method I use: Create the sales order in ZohoBooks (either in Zoho Deluge or however you're doing it), then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM: Upload a Product Photo using Delugehttp://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

    I want to update the photo in the CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment but to file. We then use another invokeUrl to upload the photo to CRM: // init...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM: Get Unique Values of a Text Fieldhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

    Having spoken to Zoho and raised with the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list variable... But what if there are 20000+ records? The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Deluge: Generate List of TimeZoneshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

    a quick way of extracting a SELECT list in someone else's form. How? So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with a list declaration and append with a end of list suffix; loop through removing HTML...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    function .addBusinessDay() but that excludes Saturdays which my client still works on. How? We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along: thisDate = '2021-10-30'; v_Today =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttp://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    CRM record creation here } } } } } } } } // // return return {"crmAPIResponse":m_Response}; If you don't get an OK message then check your CRM code matches as above (with different v_Webhook_Key). If it still doesn't work then try solution #2: using a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: eBay: Get Item Transactionhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

    an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID: void API.fn_eBayQuery_GetItemTransaction(int...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    possible so we don't breach a statement execution limit in the Zoho app function. How? If we're not going to use loops, then the next best thing I'm aware of is a regular expression. So the first expression I came up with worked to a certain point but...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Inventory: Mark a package slip as delivered and shippedhttp://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    != null) { v_ShipmentID = r_PackageSlip.get("package").get("shipment_order").get("shipment_id"); // // if blank then create one if(v_ShipmentID == "") { m_Params = Map(); m_Params.put("date",zoho.currentdate.toString("yyyy-MM-dd"));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Analytics: Set Up a Widget Displaying Sales Personhttp://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    one to display Under "Group By", select the field that has the value you want to display. Under "Show Value As", select Max Then click on the "Settings" tab and do the following: Under Primary Value - Label, enter the static text you want to display...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Analytics: Determine profits from invoices and purchase ordershttp://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    or missing associated purchase orders altogether. I had to break this down into several queries to generate the dataset, then use these as pseudo-subqueries. The first task was to determine the cost of each item purchased; including shipping and tax....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Creator: Disable/Hide the add and delete subform row buttonshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    seen on the front-end of the application but it must not be removed by Creator). If you know the code to remove this field, then you know what I mean. In Workflow mode: add a workflow to the form whenever it is created or edited, on load of the form; I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Get All eBay Active Listingshttp://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory... How? So we're going to use a ZohoCRM function to get this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Determine if Daylight Savings are in effecthttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttp://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    = r_CrmLineItem.get("Product_Name").get("name"); // if the product doesn't exist in Books (sync hasn't happened yet), then you'll need code here to create the item if not found r_SearchResults2 =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: Generate Bank Text File for Downloadhttp://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttp://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    to change the HTML signature and use the Image Source URLs returned from the above function to generate a HTML signature, then use placeholders for the code to replace these with the user's personal details (eg. name, job title, etc). /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttp://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the pricelist... and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Projects: Get All Eventshttp://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

    key item to remember is that status is a mandatory field and it can either be "closed" or "open". If you have used ZohoCRM then this is obvious; if you haven't then it may be difficult to work this out. Put simply, "Closed" are events in the past and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 161 - 180 of 347

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