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Assuming zoho is required, the following 219 results were found.

  1. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    request to eBay. How? You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID: void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-template-empty-space-between-header-and-line-items.html

    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 Template, the table of line items will behave like this; specifically when there are a lot of line items as per my...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  4. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    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: *
  5. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-send-mail-a-list-of-attachments.html

    type: GET ]; r_Download2.setParamName("file"); l_Downloads.add(r_Download2); // sendmail [ from: zoho.adminuserid to: "info@joellipman.com" subject: "Test File: List" message: "This is just a test" attachments: file: l_Downloads ] } Yields

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    What? A really quick article on demonstrating a nested try...catch()... statement working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Deluge - Hide Reset Button on Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-hide-reset-button-on-form.html

    a solution on the forums. This is to hide the reset button on a non-stateless form (state form?). I have posted this on the Zoho forums as well but here goes: Why? Because I can. And because as someone said, a "reset" button is so 1990. I have a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  10. Zoho Deluge: Push a value to a datetime field in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-a-value-to-a-datetime-field-in-crm.html

    A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator. Why? You may have received an error that goes something like: datatype: datetime How? Here are some formatting examples: Creator to CRM: v_CreatorTime =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho CRM: Make Upload File Field Mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-make-upload-file-field-mandatory.html

    using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through the wonders of Zoho CRM Client Script. So we're going to check on page onload, onchange for the Create Page (Standard), Edit Page (Standard),...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    = Map(); m_Criteria.put("sort_order","asc"); m_Criteria.put("sort_by","Modified_Time"); // // get 100 records l_Contacts = zoho.crm.getRecords("Contacts", 1, 100, m_Criteria); // // loop through each contact record for each r_Contact in l_Contacts {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    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? I'm storing this here as a reference and taking the bits that I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  14. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zohohttps://www.joellipman.com/component/content/category/articles/crm/zoho.html?Itemid=165

    • Type: Category
    • Language: *
  16. Zoho CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm.html

    • Type: Category
    • Language: *
  17. Zoho Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics.html

    • Type: Category
    • Language: *
  18. Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

    What? A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  19. Zoho Deluge - Counting in a Map dataTypehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    What? A quick article on how to count within a map. I didn't have too much difficulty getting this to work and I'm not sure if there are better ways of counting so I'm documenting it to see if I can refine the code or find a some short codes that will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  20. Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

    What? 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
Results 161 - 180 of 219