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Assuming orders is required, the following 30 results were found.

  1. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    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 ability to have custom fields in...

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

  2. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    the records 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...

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

  3. Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-permission-denied-for-quote-conversion-mapping.html

    Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module....

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

  4. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    API... Why? A follow on from my article Zoho Creator: Push to eBay Listings. I have a Creator app that needs to receive the orders from an eBay account as soon as the order or transaction is made on a Fixed Price item. How? So first of all, you'll need...

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

  5. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks to create the Sales Order...

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

  6. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    m_Taxes; // // set Tax ID for a sales order line item l_LineItems = List(); r_SoDetails = zoho.crm.getRecordById("Sales_Orders",0123456789012345678); for each r_LineItem in r_SoDetails.get("Product_Details") { m_LineItem = Map();...

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

  7. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    the week generally starts on a Monday. So let's say there's a schedule that has to be run weekly and include all the orders of a specific week... Just to confuse everyone in the world, the day index for a Sunday is 7 (ie. myDate.toString("u") returns 7)...

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

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

    // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id=" + v_OwnerID; */ // set v_Filter to blank to retrieve all sales...

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

  9. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    in Zoho Creator. The JS widget (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders. How? We're going to use the Zoho Extension SDK. You should refer to my previous linked article but the revised...

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

  10. Sort order a dropdown list in MS InfoPath without programminghttps://www.joellipman.com/component/content/article/sort-order-a-dropdown-list-in-ms-infopath-without-programming.html?catid=73&Itemid=165

    this could get complicated if you had two dropdowns reading off the same list but needed to list elements in different orders. If you haven't made a dropdown list yet There's other instructions out there on the web but I thought I'd put what I did so...

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