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Assuming persons is required, the following 4 results were found.

  1. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on the customer record. Instead, when building the invoice, this had to be added (don't ever remember having to do this) as...

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

  2. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    Person ID" FROM "Invoices" inv LEFT JOIN "Invoice Items" invitm ON invitm."Invoice ID" = inv."Invoice ID" LEFT JOIN "Sales Persons" sp ON sp."Sales Person ID" = inv."Sales Person ID" LEFT OUTER JOIN "Sales Order Invoice" soinv ON soinv."Invoice ID" =...

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

  3. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-salespersons.html

    An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so...

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

  4. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    to be used at beginning 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...

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