Assuming crm is required, the following 108 results were found.
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An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 sometimes it won't. Escaping the ampersand with a backslash or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM: Overview Create a REST API CRM function that can return the ebay URL of the image. Done High Level Overview Create a REST...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- 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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but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID numbers. How? Using the REST API and InvokeURL in Zoho Deluge to look...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 (CRM, Creator, Books) seems to interpret this sorting feature...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 (can be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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inclusive /exclusive, but in this case it is the rate that gets rounded. The numbers at the end still need to match what's in CRM and with ZohoBooks rounding differently can make cent/penny errors into 100s of dollar/pound errors. Zoho CRM has a fun way...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to follow and learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *