What?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why? ...
What?
This is an article to document how to use the searchRecords function in CRM and to sort the results response.
Why?
This is unclear and not always working as coded below since each system ...
What?
A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice.
Why?
Whether ...
What?
This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others.
Why?
The use-case was that we were creating ...
What?
The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...
What?
This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis.
Why?
I wrote this article because some searches will work for me and ...
... Deletes all sessions dated after February 1st 2013
-- and all related records (linked by ID) in relevant tables.
Delete from specific tables but not all Simply don't refer to the table after the ...
The Why
So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) ...
... Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the ...
What?
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...
... setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup ...
... retrieve all shipment orders for that day from ZohoInventory
r_YesterdaysShipments = zoho.inventory.getRecords("shipmentorders",v_BooksOrgID,m_Criteria,"ab_inventory");
if(!isnull(r_YesterdaysShipments.get("shipmentorders")))
{
l_YesterdaysShipments ...
... ChatGPT
Date Modified: 2023-03-11 (Joel Lipman)
- Stores conversation messages / thread in CRM records
- Retrieves and builds up conversation trail to send to OpenAI ...
... the modified records of a day and ensure that the data in Zoho is the same as on the Shopify website. Included in this is the feature to export all the data as a CSV and to email it to myself:
void ...
... Another single line text field
Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records
The connection
Within any syntax editor of ZohoRecruit (where you ...
...
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...
... fetch all payments against this customer in order of payment reference (oldest to most recent)
r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks");
if(!isnull(r_SearchResults.get("customerpayments")))
{
l_SearchResults ...
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