Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming salesperson is required, the following 5 results were found.

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

    used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books". The...

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

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

    } info m_PaymentTerms; // // --------------------------------- // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id="...

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

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

    enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test Reference", "terms": "These are our test terms and conditions", "customer_id": "234567890123456789",...

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

  4. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    (+01:00). We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am. How? So...

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

  5. 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

    JOIN "Invoice Items vs SoPo Items" invsopoitm ON invsopoitm."Invoice ID" = i."Invoice ID" LEFT OUTER JOIN( SELECT ab2."SalesPersonID" AS "SalesPersonID", ab2."MonthYear" AS "MonthYear", SUM(if_null(ab2."ItemMarginExclTax", 0)) AS "Credit Margin excl...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
Results 1 - 5 of 5