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Assuming like is required, the following 186 results were found.

  1. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation"; v_AppointmentDuration = 30; v_CustomerTimeZoneName = "(+01:00...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it whatever you like): string DataCleansing.fn_DecodeHtmlEntities( string p_StringToDecode ) { // initialize v_StringToDecode =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-template-empty-space-between-header-and-line-items.html

    CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here: How? This has been raised a few times by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    date boxes (On User input of Calendar Day Select). The key to remember here is that it isn't a week commencing date but more like the today's date minus 7 or plus 7 days depending on which way they navigate. We then need the offset so that when a user...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    "); row.Document_Name=v_FilenameFormatted; } } And finally, with a bit of CSS, this is what the end product looks like:

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    but the client wants the email to be prefilled in the field as soon as a contact is selected. How? This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a formula field to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field hasn't been populated l_Appointments =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  10. 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

    to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes = ""; v_CssNotes = v_CssNotes + ".subformRow .form-group{display:none;}"; // // this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    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 eBay,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if the courier, in this case DHL, confirms the tracked order was delivered. How? So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    When you use "equals" with a single condition and search for a field (mentioned in point #3 of the Note on this page), like Campaign_Name:equals:CRM, the response will contain only those records whose Campaign_Name is "CRM" and not records with "Best...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    a Zoho Creator Page can receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app doesn't suddenly stop working when a third-party...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    1: Code to complete the radio options This is the code when loading the form: Created or Edited > Load of the Form // // I like defaulting variables v_DefaultColor = "#000000"; // // a color palette l_ColorPalette = List();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    { r_GeneratePDF = invokeurl [ url: v_EndpointServer3 type: POST parameters: m_Html headers: m_Headers3 ]; } } This feels like really bad practice try { v_Test1 = "Foo"; info v_Test1.toLong(); } catch(e) { info "Couldn't convert 'Foo' to an integer";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    via API with a 10th of a penny/cent or less. After creating or updating the invoice, add in the response line something like the following: //... UPDATE INVOICE r_UpdateBooksInvoice =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    line items. Pretty much a function which took me a day to write. Why? As mentioned, it took me a while to write and I would like to use it as a reference for when I forget how to do this. The use-case here is that we have a dropdown/picklist on a CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. 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

    chart based on the results from a survey. Apparently this will be done in Zoho Analytics. The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  20. Add the website name to the page title in Joomla!https://www.joellipman.com/articles/cms/joomla/add-the-website-name-to-the-page-title.html

    are some instructions on changing the page title in Joomla! CMS to display both the actual page title and other stuff. As I like doing this for this particular website (my personal one) in every version of Joomla it's been upgraded to, I've noticed some...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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