Assuming customer is required, and id is required, the following 41 results were found.
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What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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unique ones from the "all" list to be left with just the duplicates. The Code v_CountDiscrepancies = 0; // l_Customers1 = Customer[ID != 0].distinct(Customer_Name); l_Customers2 = Customer[ID != 0].Customer_Name.getAll(); // if(l_Customers1.size() !=...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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from ZohoCreator c_ThisOrder = Order[ID == v_OrderID]; // // get this customer record from ZohoCreator c_ThisCustomer = Customer[ID == c_ThisOrder.Customer]; if(c_ThisCustomer.count() > 0) { v_CustomerName = c_ThisCustomer.Customer;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue. Why? Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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So I'm revisiting this component for the third time (previously known as "downloadtracker" and "joesdownloadtracker"); for ages I have needed a replacement for the download component managers for Joomla! CMS. I've tried all the following for about a...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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What? This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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What? 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? This is an article to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *