Assuming crm is required, the following 109 results were found.
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I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a connection in ZohoCRM with the required scopes:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 trying to get the Zoho.books.getRecords() function to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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which returns a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on the Lead record; use Zoho's GeoCode...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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any), and then we will create a function that subscribes the application so that any order is sent to a URL, specifically a CRM REST API function that will forward the payload data to Zoho Creator (Yes you will need CRM version Enterprise or Zoho One...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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is a snippet that gets the tags of a contact and copies it over to the deal record: l_Tags = List(); // r_DealDetails = zoho.crm.getRecordById("Deals",p_DealID); if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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end customer in the Account field (maps Deal Account Name to Quote Account Name). How? We want this to happen as soon as a CRM user clicks on the plus symbol or "Add New" in the quotes related list section of the Deal record. In this example, on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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sort a list by "Modified_Time", loop through and update each iterated record. (see sample code below). Go to the list view in CRM and filter by "Processed" is "Selected", check after each run of the function that the number has incremented. Once all...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The use-case here is non-existent. It's more of a play around to see what can be achieved and how much...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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webhook. And thirdly, we'll create the Shopify webhook. One alternative that is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the JSON webhook response beforehand....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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code snippets as these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator as the app and data processing is mostly done in...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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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 a custom related list on a Zoho Finance > Sales Orders...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *