Assuming module is required, the following 82 results were found.
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UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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If multiple expressions then separate each with parenthesis joined by "and" or "or". Nulls are not returned. Set the "ModuleToSearch" to the API Name of the module you want to search. Method #1: zoho.crm.searchRecords() Contrary to the documentation...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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one - not the "Add Script" grey one) Give the client script a name, I'm calling mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details, set Type=Page...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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in a workflow when the sales order is created to do some further calculations based on a surcharge rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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and you're looking for a solution which doesn't involve installing a 3rd party applicatoin. Unfortunately the Joomla banner module only supports alternating between banners of either the same client OR the same category. The setting is in your Joomla >...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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of code around line 311: foreach($this->horizontalCookie[$row] as $block) { $block = str_replace('-', '', $block); $this->module_row1 .= call_user_func($block, $this, $mClasses); } And change it to: foreach($this->horizontalCookie[$row] as $block) {...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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copied off the web and into an MS Excel document. How? Open up a new workbook. Get into VBA (Press Alt+F11) Insert a new module (Insert > Module) Copy and Paste the Excel user defined function below Sub ExtractHL() Dim HL As Hyperlink For Each HL In...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
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Zoho Creator - Community Forum - Random Sort/Shuffle a List Zoho CRM - Community Forum - Random number generator (Lead Module) Zoho Creator - Deluge Guide - List - Sublist
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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with their respective sales order item id value. For our client's purpose, we are running a custom function off the invoice module which: creates a sales order checks the returning sales order line items cycles through the invoice line items to insert...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit but one of the options has a comma in its value. // What I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required! ZohoCRM.modules.{module_name}.{operation_type} or ZohoCRM.modules.all Click Create and Connect You will be prompted to allow permissions, so...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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terminal, type: npm install –g zoho-extension-toolkit If you get errors like “Missing write access to/usr/local/lib/node_modules” then type the following instead: sudo npm install –g zoho-extension-toolkit You should get prompted for the Mac/Admin...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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]; or (untested) m_Trigger = Map(); m_Trigger.put("trigger",[]); r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger); From the documentation: The trigger input can be workflow, approval, or blueprint. If trigger is not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in Zoho documentation and due...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), and updates the Opportunity/Deal/Potential record. In this example, the custom field is called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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v_CustomerName = "Test User"; // // build map to schedule a call m_ScheduleCall = Map(); m_ScheduleCall.put("$se_module","Leads"); m_ScheduleCall.put("Owner",v_LeadOwnerID); m_ScheduleCall.put("What_Id",v_LeadID); m_ScheduleCall.put("Subject","Scheduled...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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in l_Events { if(!isnull(r_Event.get("eventCategory"))) { // // event type will be UPDATE and eventCategory will be our module v_Event = r_Event.get("eventCategory") + " " + r_Event.get("eventType"); // // get the xero ID of the record (hexadecimal)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Contacts doesn't seem to appear in Client Script IDE. Didn't for me but then it isn't too hard to guess what the module name is.
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *