Assuming customer is required, the following 69 results were found.
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"GBP", "reference_number": "Salespersons Test Reference", "terms": "These are our test terms and conditions", "customer_id": "234567890123456789", "payment_terms": 30, "salesperson_id": "345678901234567890", "line_items": [ { "item_id":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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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 to remind our customer that they have an appointment in 1 hour with us. How? The code is actually pretty...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to record all the different payments received. Date Modified: 2023-03-14 (Joel Lipman) - Resolved fix of incorrect customer (Use Email rather than StaticAlias) - Resolved fix of inventory adjustment level (Error:9205:Insufficient Stock) - Resolved fix...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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world process; then cover some technical information; and even include the function that makes it work: Business Process Customer visits website to report a faulty product; using website form or chat. Customer can upload or send to agent to upload to a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 rendered for PDF or print format. I have another article for a different client...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Startup Meeting For you to discuss: Aims / Objectives Deadlines / Milestones Target Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's name so it is their name in the Account field. When a quote is raised off the opportunity, the quote needs to be targeted...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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medium), accompanied by a written offer, valid for at least three years and valid for as long as you offer spare parts or customer support for that product model, to give anyone who possesses the object code either (1) a copy of the Corresponding Source...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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to continue the work. JoelLipman.Com will produce a signed-off production site as per the initial specification: Front-end customer facing interface as per an agreed template. Back-end administration interface for managing the website (GUI based for...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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be displayed to an admin and even in some cases only as an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow). How? This will create a popup using the built-in popup of Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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as the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change. How? The key is a setting you need to change by going to Settings > Preferences >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- 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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'2021-11-19 11:12:34'; // // manual setting to specify system/application offset v_ApplicationTimeOffset = "-05:00"; // // customer is in (America/Los_Angeles) v_CustomerCallTime = '2021-11-19 08:12:34'; // // set system/application date time start in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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possibly the same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just to show the customer who's boss). Now click on the pencil icon of the cloned template Right-click on the text box causing the issue and select...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 uploaded to the Zoho Inventory record for the respective record. As Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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step (repeat this step if you fail) STEP 3: GENERATE A REFRESH TOKEN For the following, browse to Zoho Sign, login as the customer, click on Settings > API Tokens > then API token - deployment > Get Started Fill out the client ID and client secret along...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *