Assuming article is required, the following 364 results were found.
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I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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 serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants. Why? The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- 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 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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This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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An article to document how I calculated the start and end dates of when Daylight Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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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: *
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This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- 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: *
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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: *