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Assuming accounts is required, the following 40 results were found.

  1. No rows returned in Oracle causes SP to failhttps://www.joellipman.com/articles/else/database/oracle-pl-sql/no-rows-returned-in-oracle-causes-sp-to-fail.html

    procedure to return no rows without erroring (ie. where rownum/rowcount = 0). Consider the following: SELECT NVL(student_accounts.studentID, 0) INTO v_studentreference FROM student_accounts WHERE student_accounts.studentUsername =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Oracle PL/SQL
    • Language: en-GB
  2. Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    into this field. Authorize URL: Enter the Zoho authentication URL based on the client's datacenter: US datacenter: https://accounts.zoho.com/oauth/v2/auth EU datacenter: https://accounts.zoho.eu/oauth/v2/auth CN datacenter:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    // can be any endpoint that does not redirect or reformat the resulting URL // // get Grant Token v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth"; v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL"; v_State =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  4. Zoho Deluge - Counting in a Map dataTypehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    Yields: { "TEST001": 6, "TEST002": 1 } Counting total products per account: // // count total products per account m_Accounts = Map(); m_Products = Map(); // // loop through each row for each r_StockRecord in Stock_Upload[ID != 0] { // // create map...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  5. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view taxes and chart of accounts Setup a connection called "joel_inventory" that has the necessary scopes to do everything under the sun Setup a function...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  7. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  8. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively). Why? This took me so much longer than I thought it would. It was meant to be based on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    ) ) AS "Status" FROM "Accounts" ORDER BY "Modified Time" DESC /**** Pseudo: Select Modified Time of Record If Modified Time is greater than yesterday's date (today) Use URL of the image representing OK Else If Modified Time is greater than 5 days ago...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  10. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between ZohoCRM and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-broken-uk-banking-feed.html

    this was never meant to work in the first place. When did the connection last work? Within ZohoBooks > Banking > Active Accounts > Account > Filter by "Matched Transactions" Bank Issue: Check with client which bank they use, type in the "Search" when...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. SSRS Querying on either of 2 Parametershttps://www.joellipman.com/component/content/article/ssrs-querying-on-either-of-2-parameters.html?catid=75&Itemid=165

    only one open parameter, the OR clause just compares against the same parameter. So for example: Instead of... (student_accounts.student_name=@StudentName or student_accounts.student_id=@StudentID) I set this to......

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  13. Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/component/content/article/returning-oracle-stored-procedure-resultset-in-ssrs.html?catid=75&Itemid=165

    errors (with an end!) BEGIN -- initial query to get me the student ID based on the inputted parameter SELECT student_accounts.student_id INTO p_STUDENT_REF FROM student_accounts WHERE student_accounts.student_username = p_STUDENT_ADNAME; -- opening...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  14. Windows 10: Shortcut Apps to Settingshttps://www.joellipman.com/component/content/article/windows-10-shortcut-apps-to-settings.html?catid=80&Itemid=165

    type the value in the 2nd column "App to Run" then OK to run it: Settings Page App to Run Settings Homepage ms-settings: Accounts Access work or school ms-settings:workplace Email & app accounts ms-settings:emailandaccounts Family & other people...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  15. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    on the Deal/Opportunity record, I have an Account Name field (the end customer), and a "Distributor" (lookup to the Accounts) as well as a "Reseller" (another lookup to Accounts) field. EITHER the Distributor or Reseller field will be populated but this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Deluge - Update Creator from CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html

    "Success" } Method #2: Using API v1 (using JSON not XML) Generate AuthToken: Browser Mode: Open a browser to https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCreator/creatorapi OR API Mode:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  17. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    for latest endpoint) v_Endpoint = "https://" + v_Account_SID + ":" + v_Auth_Token + "@api.twilio.com/2010-04-01/Accounts/" + v_Account_SID + "/Messages.json"; // // build up the JSON request m_Data = Map(); m_Data.put("Body",v_Message);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud admin account) Log in to https://accounts.zoho.com/developerconsole Click on Add Client ID Select "Self Client" Provide the details and register your application...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  19. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    = v_CandidateGraduatingNextCount + 1; } } } } // m_Blank = Map(); l_SchoolSearch = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm"); for each r_School in l_SchoolSearch { // check no search error and valid...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  20. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
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