Assuming because is required, the following 158 results were found.
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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 url encoding to %26...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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where we want to merge all the product line items of each quote into one single quote. Why? I've written this article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Name ID Joel Lipman 1 Another Person 2 How? This is a bit of a dirty solution and as long as "id" is not your first column (because "id" can be found in names like "David") it will work. Assume a Map specified in deluge: l_Data = List(); m_Data = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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m_Data.put("data", m_DataRecord); How? So this is more of an annoyance then an impossible task... because it is possible, the technique above is simply wrong. The trick and solution is a lot simpler than you might think... Doing the above, I would get a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Billable") - start_time (eg. "01:00 PM" - note you will get error if you try to submit "13:00 PM") - end_time (required because of start_time, also in format "02:00 PM") - notes (the actual work notes: eg. "Twiddled thumbs and spun on chair") Input...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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only some random fields were being returned, all pretty much useless to me. Well the "for some reason" turned out to be because my detail view on the report was displaying a report/document template. How? The quick answer is: Add the fields you want to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution. How? So...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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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 list in someone else's form. How? So, let's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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on to a page, you would be free to use some reserved CSS attributes on the page style rather such as position: absolute. Because I'm doing this inline and via code, Zoho automatically removes these. So instead, I am going to use negative/positive...
- 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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the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at: Instead, could they...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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"New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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store. Why upgrade to the latest version for Shopify when private apps created before February 2022 won't be deprecated? Because the previous version was limited by our ability to search by product SKU. The new version, taking advantage of GraphQL, will...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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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: *
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the same filenames, I didn't try this, instead my program generates a unique MD5 for each file with the filename appended. Because of MS Windows 11 limitations (any MS OS really), you need to ensure that long hyphens (#151) and some other funny...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves... Once again, I'm not going into how to generate an access token / connection from Zoho to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So taking ideas...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *