Assuming customer is required, and id is required, the following 41 results were found.
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What? A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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What? 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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What? A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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What? 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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What? A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? This is slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? This is a quick article on how to use a counter added to the end of a field column of data. Eh. What? Assume the following two tables exist: TABLE: Employee -------------------------------------------------- ID FirstName Surname 1 Joel Lipman 2...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: en-GB
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The Why So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) and then others not. The What I'm going to run these...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: en-GB
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What? 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? We have a datawarehouse and we want to be able to count all the records in any table of the database that match on a particular warehouse load. This is a column value where the column is called "WarehouseLoadKey" and the value we want to search on...
- Type: Article
- Author: Joel Lipman
- Category: Databases
- Language: en-GB
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What? So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page. Why? Because alert (alert task)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *