Assuming contacts is required, the following 33 results were found.
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article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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use in future 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A follow-on article 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Xero - Receive Webhook Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following code: // enter...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_Criteria = Map(); m_Criteria.put("sort_order","asc"); m_Criteria.put("sort_by","Modified_Time"); // // get 100 records l_Contacts = zoho.crm.getRecords("Contacts", 1, 100, m_Criteria); // // loop through each contact record for each r_Contact in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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have a mix of files that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning spinny progress animation or go...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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-- 1) Import contact categories as assets in J30 -- 2) Import contact categories as categories in J30 -- 3) Import all contacts using asset_id and cat_id -- 4) Update foreign keys: #__categories.asset_id -- 5) Remove migration notes [Optional Step] --...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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that you want to use for the next step (will be an alphanumeric long string). The button function Create a button off the contacts record by going to ZohoCRM > Setup > Customization > Modules and Fields > Contacts > Links and Buttons > Create Button...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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action. If this continues please contact support."; } // // get contact record details r_Contact = zoho.crm.getRecordById("Contacts",p_ContactID); // info r_Contact; // // if email exists then create the ZohoSign Document record for tracking purposes...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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API v2.0 (this time with criteria) // // get contact email and related surveys r_ContactDetails = zoho.crm.getRecordById("Contacts", p_ContactID); v_ContactEmail = r_ContactDetails.get("Email"); info v_ContactEmail; // // the following related list...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup > Modules and Fields > Contacts > Layout > Standard Add the section: "Latest Survey" Add to it the fields "Response ID", "Survey ID", "Scheduled Report...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 = "testing"; v_ResponseType = "code"; v_Access = "offline";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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specified but in my case is more than often the wrong accounts server: v_DataEndpoint = "https://books.zoho.com/api/v3/contacts?organization_id=123456789"; r_Response = invokeurl [ url :v_DataEndpoint type :GET connection: myConnector ]; Solution: My...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_SortCriteria.put("sort_order","desc"); l_Attachments = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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contact record (note this is ZDK.Apps.CRM but my syntax highlighter lowercases this) var r_ContactDetails = ZDK.Apps.CRM.Contacts.fetchById(v_VendorContactID); // get the email on this contact record var v_ContactEmail = r_ContactDetails.Email; // check...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url :"https://www.zohoapis.com/crm/v7/Contacts/" + r_DealDetails.get("Contact_Name").get("id") type :GET connection:"zcrm" ]; // l_ContactDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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One of the parameters is entitled "Search Area". This is the component to search so other valid values are: categories contacts newsfeeds weblinks To determine yours, do a standard search on your website and check the search results page. There should...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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cos there's nothing better m_Link.put("Joel",123456789012345678); // create link r_Link = zoho.crm.createRecord("Tests_X_Contacts", m_Link); } Code to Add a value to a multi-lookup (on Update Record): v_DealID = ifnull(input.p_DealID,0); if(v_DealID !=...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Quote"); if(!isNull(r_QuoteDetails.get("Contact_Name"))) { r_ContactDetails = zoho.crm.getRecordById("Contacts", r_QuoteDetails.get("Contact_Name").get("id")); v_ContactFname = r_ContactDetails.get("First_Name"); v_ContactSname =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *