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Assuming instead is required, the following 103 results were found.

  1. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    Additional Here are some other queries that are required for the above but you may want to use the out-of-the-box modules instead: Sometimes, a salesperson or user might be generating an invoice on behalf of the account manager (person who manages the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  2. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    filenames herein. Perhaps if you were doing this over several imports, you could use 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    Lookup field isn't being populated: Find the lookup field suffixed with _ID and send the correct record ID to this field instead. The lookup field (name only) can be omitted from the request.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  4. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    I only resolved this by not using "endCursor" in my GraphQL and instead looped through the nodes to get the last cursor. Not sure if this meant any data was missing. Perhaps by forcing the sort criteria to be by order of cursor alphabetically; but we...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time of print, this is the only...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c What I want Me,Myself,I a,b,c How? So in this article I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    So annoyingly, the variable broadcast was unreliable in storing message conversations despite it's purpose being ideal. Instead, let's use a CRM function to store the conversation between ChatGPT and the CRM User. This way, we can also ensure that the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net 56" instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // // loop through line items and populate for each m_SOLineItem in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-error-code-2945-extra_key_found_in_json.html

    "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    I thought having a file and then using ZohoCreator .content would be a good way to store data exceeding 64Kb but instead I found using additional multi-line fields performance-wise was better: // // bigger than 64kb c_Check.Cached_HTML = v_HtmlToCache;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    improvements right out of the gate. Then the client comes back and says things like "can we add this?", "can it say this instead?", "can it be in a bigger font?"... without pushing back too much, it can end up looking like those old websites with HTML...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    set it to only remind on business days excluding Saturdays and Sundays but you could modify the above to simply AddDay(n) instead of AddBusinessDay(n) if your guys operate over the weekends. The task will be on the lead record as soon as it is created...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    connection:"zcrm" ]; info r_QuoteDetails; } Creating a record Pretty much the same as above but instead of the method/type PUT you will use POST with an endpoint of https://www.zohoapis.com/crm/v7/Quotes. Showing Off Just a note here for myself where...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-isblank-and-isnull-before-or-after.html

    noticed that if the accepted content on an invokeURL in ZohoCreator is not JSON, then isNull() preceeding will not work. Instead you will need to do something like the following: m_Header = Map(); m_Header.put("Authorization","Bearer ");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    This was because I was trying to include the parameter addIfNotExist and I was using POST as the method in the invokeURL instead of PUT. INVALID_UPDATE_CRITERIA_CONFIGURATION","data":{"errorCode":8130,"errorMessage":"Invalid criteria configuration....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  16. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    not using the CRM integration and this is a public Survey with an email field on it, then you may need the following query instead: SELECT concat('REF-', left_pad(to_integer(substring(r2."ID", 8)), 6, '0')) AS "Attempt ID", s."Title" AS "Survey",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  17. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    with tax rates meant replicating a tax list copy from Xero to Zoho the Client doesn't use the Items module in Xero and instead puts the product name in the description field How? Because my head is a little fried, I'm putting the two functions I used...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-broken-uk-banking-feed.html

    to Open Banking connections handled by Plaid. The “via Plaid” or “via Yodlee” tags no longer appear in the UK interface; instead, you’ll see the bank listed as “& Country (United Kingdom).” Deleting accounts: Deleting a bank account can affect balances...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. Could not instantiate mail functionhttps://www.joellipman.com/articles/cms/joomla/could-not-instantiate-mail-function.html

    to recieve mail on user@domain.com, you must *not* set your hostname to domain.com. We recommend using server.domain.com instead. You must make sure that you add the A record for server.domain.com so that it resolves. 2) The hostname must be in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Migrate JComments from Joomla 1.5.x to Joomla 2.5.xhttps://www.joellipman.com/articles/cms/joomla/migrate-jcomments-from-joomla-15x-to-joomla-25x.html

    script is provided as is without warranty If you do not understand what this script is doing, let someone who does run it instead INSTALL INSTRUCTIONS Install JComments on your upgraded website (at time of print: Jcomments v2.3.0 on Joomla v2.5.4) Copy...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
Results 41 - 60 of 103