Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

20 August 2019 from a quotes product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and programmatically. How? A little undocumented this "feature" but the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Deluge
• Language: *

Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 The reason being, is that the top solution offers a very generic popup box that can be quickly modified with content/text and the popup size will automatically resize based on content. I tend to use the first solution combined with a form/table of...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Creator
• Language: *

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 = ifnull(r_Result.get("Total_Amount"),0.0).toDecimal(); v_ExchangeRate = ifnull(r_Result.get("Exchange_Rate"),1); v_ModifiedTime = ifnull(r_Result.get("Modified_Time"),r_Result.get("Added_Time")).toTime().toString("dd/MM/yyyy hh:mm a"); // // future...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Books
• Language: *

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 = "Lead:equals:" + v_RecordID + ""; // // set results parameters m_SearchParam = Map(); m_SearchParam.put("sort_by", "Modified_Time"); m_SearchParam.put("sort_order", "asc"); // // loop through each page for each v_Page in l_Pages { l_SearchResults =...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 Queries eBay for all orders given a from and till date Date Created: 2023-02-28 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Deluge
• Language: *

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

01 March 2023 Purpose: Queries eBay for all active listings Date Created: 2023-03-01 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 userInput Outputs: map m_Response Date Created: 2023-02-08 (Joel Lipman) - Initial release - Queries OpenAI ChatGPT Date Modified: 2023-03-11 (Joel Lipman) - Stores conversation messages / thread in CRM records - Retrieves and builds up conversation...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 a shipment and returns the status code (eg. "delivered") Date Created: 2023-03-21 (Joel Lipman) - Initial release Date Modified: 2023-03-21 (Joel Lipman) - ??? More Info: - DHL Developer Portal: https://developer.dhl.com/ - DHL Developer Portal Signup:...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Deluge
• Language: *

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 to a CRM quote record. The code: This is the code used in 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: *

Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

07 November 2023 Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of API domain from https://books.zoho.com to https://www.zohoapis.com/books...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Books
• Language: *

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 Inputs: Zoho Creator record ID of the order Outputs: - Date Created: 2023-03-06 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: Error 7008: There are no contact persons associated with this Invoice. - Encountered when trying to use...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Books
• Language: *

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

07 May 2024 v_Lastname = c_Quote.Name.last_name; } if(c_Quote.Email != null) { v_Email = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Creator
• Language: *

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

14 May 2024 A task with a daily reminder until after 3 reminders Date Created: 2024-05-13 (Joel Lipman) - Initial release Date Modified: 2024-05-14 (Joel Lipman) - After the 3rd reminder (3 days overdue) then assign to Dan (set as a separate workflow 4 days after...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/metadata-api/datasources.html...

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

07 March 2025 products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: - ******************************************************************************* */ // v_CountUnique = 0;...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 crmAPIRequest (Webhook) Outputs: JSON String crmAPIResponse Date Created: 2025-03-13 (Joel Lipman) - Initial release Date Modified: 2025-03-13 (Joel Lipman) - Validated Webhook - Send email to client More Info:...

• Type: Article
• Author: Joel Lipman
• Category: Zoho Deluge
• Language: *

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 Outputs: - Date Created: 2025-08-15 (Ascent Business - Joel Lipman) - Initial release - Testing auth and connection Date Modified: 2025-08-15 (Ascent Business - Joel Lipman) - Separated function from button so that is can be used by Widget...

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

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

25 September 2025 Zoho Analytics Inputs: The CRM contact record Outputs: - Date Created: 2025-09-25 (Joel Lipman) - Initial release Date Modified: 2025-09-29 (Joel Lipman) - Deletes existing images in the image upload field More Information:...

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

Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

01 October 2025 crmAPIRequest Outputs: - Date Created: 2025-09-19 (Joel Lipman) - Initial release - Identifies a survey by email Date Modified: 2025-10-06 (Joel Lipman) - Clients wants a public URL for Survey: Need this webhook to create contact/account on-the-fly if...

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

Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 Maps other fields to fill in the blanks Inputs: - Outputs: - Date Created: 2025-10-07 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zohocrm.dev/explore/client-script/webapi/Modules#fetchById...

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