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Assuming quick is required, the following 247 results were found.

  1. Zoho Deluge - Get distance between two coordinateshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/get-distance-between-two-points-in-zoho.html

    A quick article to document how to calculate the distance "as the crow files" between two coordinates given the latitude and longitude of each. Why? Well, you can pay for a good Google solution that will distance following roads and the such but.. the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls. Why? I find myself using this more and more now that API v1 is on the way out and Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  3. 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

    A quick reminder on when I want to apply overall Tax or remove Tax 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Deluge - Counting in a Map dataTypehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    A quick article on how to count within a map. I didn't have too much difficulty getting this to work and I'm not sure if there are better ways of counting so I'm documenting it to see if I can refine the code or find a some short codes that will do the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  5. Zoho Deluge - Compare time and currenttime with timezonehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-compare-time-and-currenttime-with-timezone.html

    This is a quick article to demonstrate how to compare two datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this caused...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Deluge - Determine Quarter from Date with Fiscal Yearhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-quarter-from-date-with-fiscal-year.html

    This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month. Why? Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3... How? I'm showing...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  7. Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

    A very quick article on how to push a multi-select picklist 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date Stringhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-xero-date-unix-timestamp-to-standard-date-string.html

    So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    Click on "Create and Connect" You will get a popup confirming what this app will access and you should click on "Accept": A quick popup will appear to say connected. Done! Now you can use this in your custom function with the invokeURL without the need...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    go into detail on how to set up your own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview: ZohoCRM > Setup > Developer Space > Connections Click on Get Started / Add New Connection Click on the "Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Creator: Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-expecting-zc-subform-250-expression-found-collection.html

    A very quick article as I couldn't find anything on the WWW to document this error. Why? During a data migration, I was using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a subform...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    a few years now, even I thought of Zoho Widgets as a daunting task. But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below documents how to create your first widget in a MacOS environment....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. 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

    So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page. Why? Because alert (alert task) can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Deluge: Convert Map to HTML Table without a FOR loophttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-map-to-html-table-without-a-for-loop.html

    A very quick article on converting a Map string into a HTML table without using a for each loop. Why? I have quite a big response from our CRM that hits a statement execution limit if I use a for loop. I have a map with 3 columns: first_name, last_name,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho Deluge: Sort a Map by a specific fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-sort-a-map-by-a-specific-field.html

    This is a quick article to template some code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    it not being an attachment (or at least not found in the "Attachments" section of the CRM module). The Solution So as a quick overview, this is what I did: Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. 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

    This 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    A super quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-deluge-to-submit-custom-fields.html

    A super quick article to demonstrate an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather than requests. Sure it lists fields that are required in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
Results 41 - 60 of 247