Assuming have is required, the following 417 results were found.
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the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Additional: I'm just adding a little extra based on the further feedback, if we're generating a reporting year and week, we have to look at the difference between .toString("y") and .toString("Y"). Lowercase 'y' is the year and uppercase 'Y' is the year...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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of print. Things can change though and if the function is changed to remove every instance of the "distinct" list, then I'll have to come up with a different solution. Maybe Zoho could introduce a removeFirst() if they change removeAll().. The number of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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domain, no user wall. The key here which the official documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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these more than my all-in-one GUI applications. How? Note: we're using the code in a DOS Batch program so our variables have to be prefixed with a double-percent rather than just the one: -- the following loops through directory for any file beginning...
- Type: Article
- Author: Joel Lipman
- Category: MS-DOS
- Language: en-GB
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If you want to remove the copyright text that displays on the charts, you need to buy the products of AMCharts.com. I have no afiliation with these and I myself don't put any copyright information on the end product. I needed a program to: + Group all...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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on a third page. How? Printing to PDF or saving as a PDF lets me preview the page breaks based on the paper size I select. I have a bit of HTML knowledge as well... ahem... well in this particular case CSS... so maybe this will help others: The culprit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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can't keep trying to find these in Google so referring to my own website, this is a doddle for me to find each time. Why? I have to do this so often that it deserves an article. Though writing a whole page for this is probably unwarranted so I may...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads it to the computer immediately) and then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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changed the Top Level Domain (or Zoho DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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In Reverse To have the reverse effect of converting a URL into a map, I'm using the following: v_ReturnedUrl = "https://api.joellipman.com/myapi?isAuthSuccessful=true&code=my_own_code&expires_in=299"; l_ReturnedUrlParts =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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will show you how to use this API having a few email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure you can lock it down to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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write some Zoho Deluge code. Note that requesting an increase of the limit or an upgrade to the subscription will likely to have to be asked directly to Zoho rather than using the online subscription plan management section. Statement Execution Limit is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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if(!isNull(r_UploadResponse.get("data"))) { // looping but only have 1 upload so getting permalink for this upload for each m_ThisData in r_UploadResponse.get("data") { if(!isNull(m_ThisData.get("attributes"))) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Workdrive
- Language: *
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to learn about hexadecimal color references and Red Green Blue (RGB) values is somewhat difficult. What would be nice-to-have is if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator. Why? You may have received an error that goes something like: datatype: datetime How? Here are some formatting examples: Creator to CRM: v_CreatorTime =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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as the response cannot be configured in ZohoBooks like we need to in this solution; namely the webhook response needs to have a header and a body. The 2nd caveat is a concern around security. It is difficult to guess a customer's Zoho ID; some might say...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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{ // // cancel all related quotes // (...) // // cancel all related sales orders (including those that have been approved or converted) l_RelatedSOs = zoho.crm.getRelatedRecords("SalesOrders", "Deals", m_Deal.get("id"), 1, 200, m_IgnoreRestrictions);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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nor ID were necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used previously, I would use the code above to maintain tag colors. Here's the shortened version where the system...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *