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Assuming zoho is required, the following 216 results were found.

  1. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    What? A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    What? Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    then I'll just put the client script I used to map over all the applicable field values from the quote to the invoice within ZohoCRM. Set up the Client Script Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    field will be populated but this will be the company the quote should be raised for. Setup up the Client Script: Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-creator.html

    • Type: Category
    • Language: *
  8. Zoho Deskhttps://www.joellipman.com/component/content/category/articles/crm/zoho/zoho-desk.html?Itemid=165

    • Type: Category
    • Language: *
  9. Zoho Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge.html

    • Type: Category
    • Language: *
  10. Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books.html

    • Type: Category
    • Language: *
  11. Zoho Projectshttps://www.joellipman.com/articles/crm/zoho/zoho-projects.html

    • Type: Category
    • Language: *
  12. Zoho Peoplehttps://www.joellipman.com/articles/crm/zoho/zoho-people.html

    • Type: Category
    • Language: *
  13. Zoho SalesIQhttps://www.joellipman.com/articles/crm/zoho/zoho-salesiq.html

    • Type: Category
    • Language: *
  14. Zoho Workdrivehttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive.html

    • Type: Category
    • Language: *
  15. Zoho Inventoryhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory.html

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

    • Type: Category
    • Language: *
  17. Zoho Signhttps://www.joellipman.com/component/content/category/articles/crm/zoho/zoho-sign.html?Itemid=165

    • Type: Category
    • Language: *
  18. Zoho Otherhttps://www.joellipman.com/articles/crm/zoho/zoho-other.html

    • Type: Category
    • Language: *
  19. Zoho Deluge - Get Full Day Namehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-full-day-name.html

    What? This is a very quick note with the code to retrieve the full day name from a date (eg. "Monday"). Why? If I use the toString() function to get the day, it only returns the first 3 letters of the day (eg. "Mon"). My_Date = today; Day_Name =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. Zoho Inventory Template Issue: First Page is Blankhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-template-issue-first-page-is-blank.html

    What? So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
Results 181 - 200 of 216