Assuming module is required, the following 82 results were found.
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of doing this. What I'm trying to have is a generic function that will work on any CRM and possibly be quick to adapt to a module other than products. This function will also try to delete the duplicate but if the duplicate is the one used in a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for a solution to this. Maybe it's just me but this is the scenario: Joomla works fine with international characters A Module Extension I wrote for Joomla! displayed funny characters. The Joomla! articles were displaying the correct characters for that...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: en-GB
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Enhancement: Compatible with Joomla v3.x - Parameters: Flash option removed - Date Uploaded: Thu, 15th Jan 2015 1.4 - Added Module Parameter: Custom Background Color - Added Module Parameter: CSS3 Rounded Corners - Added Module Parameter: Revolvermaps...
- Type: Article
- Author: Joel Lipman
- Category: Downloads
- Language: *
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you want. Copy the ID reference as per the "Important Note" below. Login to your Joomla website admin panel Install this module as per usual (will auto-install) Go to Extensions > Module Manager Paste the ID code you got from revolvermaps.com into the...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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This article serves as documentation for a module extension I made for the Joomla Content Management System versions 2.5 or later. Why? Could have probably used someone else's. I think there's loads out there but thought making my own to do exactly what...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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Then check your URL is correct. The format for API v2 is: https://www.zohoapis.{eu or com}/crm/v2/settings/fields?module={module-name} You can then use the following snippet to get all the fields for the module. In our case, for "Invoices": /* Function:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can be searched for with the "State" field on the Lead record. // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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v_ThisTimeZone); // // create the task at the same time as lead creation m_NewTask = Map(); m_NewTask.put("$se_module","Leads"); m_NewTask.put("Owner",r_LeadDetails.get("Owner").get("id")); m_NewTask.put("What_Id",p_LeadID);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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uses an auto-number field, pads it with zeros, and prefixes it with "INV-" overwriting the invoice subject. Category is Module, Page is Create Page (Standard) (change this depending on if you're using a canvas or not) Module is Invoices Type is Page...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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\components\com_search\views\search\view.html.php \language\en-GB\en-GB.com_search.ini [IfExists] \modules\mod_rokajaxsearch\mod_rokajaxsearch.xml Stage 1: Add Relevance [Mandatory Stage] We want to order by more than just popularity and/or date, but...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS Reminder 1 Hr Before" When is "On a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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client script, this article is just to show the snippet of code used in the client script which will manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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record for this lookup field. - Parent Id: Ensure that CRM Record ID exists and that you are uploading the associated module CSV at the same time as the attachments (eg. if Parent Id is a CRM contact record, then include in the upload...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and in the description I've commented that this will select a pipeline based on the user's department. Category is "Module", Page is "Create Page", and Module is "Deals" Event Type is "Page Event" and Event is "onLoad". Give it the code: var r_User =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers with more than 6 decimal places. As this is more than specified on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a timezone Issues 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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an empty folder of its own With Excel open (ensure editing is enabled) hold down ALT and press F11 (Alt+F11) Go to Insert > Module and paste the below code Sub SplitData() Dim WorkRng As Range Dim xRow As Range Dim SplitRow As Integer Dim xWs As...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
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this next bit shows how to attach it to a CRM record. This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *