Search - Joel Lipman .Com

1. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; What? This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products ...; Created on 13 December 2023
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... = m_DocInfo.get("document_id"); // // Create Map for CRM Record - ZohoSign Documents m_ZCrm_ZSDoc = Map(); m_ZCrm_ZSDoc.put("Name",v_TemplateName); m_ZCrm_ZSDoc.put("zohosign__Contact",p_ContactID); m_ZCrm_ZSDoc.put("Email",v_RecipientEmail); if(!isNull(r_Contact.get("Account_Name"))) { m_ZCrm_ZSDoc.put("zohosign__Account",r_Contact.get("Account_Name").get("id")); } m_ZCrm_ZSDoc.put("zohosign__Owner",r_Contact.get("Owner").get("id")); m_ZCrm_ZSDoc.put("zohosign__Date_Sent",today); m_ZCrm_ZSDoc.put("zohosign__ZohoSign_Document_ID",v_DocumentId); m_ZCrm_ZSDoc.put("zohosign__Module_Name","Contacts"); m_ZCrm_ZSDoc.put("zohosign__Module_Record_ID",p_ContactID.toString()); m_ZCrm_ZSDoc.put("zohosign__Document_Deadline",zoho.currentdate.addDay(15)); m_ZCrm_ZSDoc.put("zohosign__Document_Status","Ou ...; Created on 06 August 2024
3. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... get all active users in CRM m_UserMapping = Map(); v_Endpoint = "https://www.zohoapis.eu/crm/v4/users?type=ActiveUsers"; r_Users = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_UserUpdates ...; Created on 05 December 2023
4. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type ...; Created on 14 November 2023
5. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... 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 code: ...; Created on 18 September 2023
6. ZohoCRM: Import Attachments: / Zoho /; ... This is a "zcrm_" prefixed ID of the user who owns the attachment. Modified By Id: This is a "zcrm_" prefixed ID of the user who modified the attachment. Created By Id: This is a "zcrm_" prefixed ID of ...; Created on 16 January 2023
7. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm"); for each r_School in l_SchoolSearch { // check no search error and valid records are returned if(!isnull(r_School.get("id"))) { // ...; Created on 19 October 2022
8. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... type :GET connection:"zcrm" ]; f_FileRequest.setParamName("file"); f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf"); // // get a greeting name ...; Created on 18 August 2022
9. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons ...; Created on 22 September 2021