Assuming same is required, the following 183 results were found.
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executed in ZIA chat when "Ask ChatGPT" button is clicked Purpose: This will query the OpenAI ChatGPT API but at the same time retain the context of ZohoCRM Inputs: string userInput Outputs: map m_Response Date Created: 2023-02-08 (Joel Lipman) -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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] }, { "days": "Saturday", "business_timing": [ "09:00", "15:00" ] } ], "daily_timing": null, "week_starts_on": "Monday", "same_as_everyday": false, "id": "123456789000000123456789", "type": "custom" } } Tidied Up Want that in a practical format for use...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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domain, then they can give the following instructions to these instead. ZohoCRM: Get Details as Zoho User The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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1 27 // yields: 27 // // Sunday, 09-Jul-2023 7 28 // yields: 27 Originally, I had this formula which seemed to do the same thing but unnecessarily moved the pointer to the start of the week. It could also error eventually if Zoho made it possible to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not... This article is a start and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create another folder called "Profile Photos". Navigate into the "_Global" folder and note the last hash in the URL (after...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and click on "New" I give it the function name fn_Tickets_OnCreateEdit I click on "Edit Arguments" and give it the same function name as method name, then I click under "Name" and enter p_TicketID with the value "Ticket Id" and click on "Done" Then I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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]; } // // store this after the record is created/updated (was getting error if included in record creation - if in same row). // c_ImageRow.File_field = f_DownloadFile; // // let's get the local image cache reference so it is exportable to PDF...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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to the above code retrospectively without proper testing. Aggregate of total amount may be unnecessary as this could be the same under price total. Where a price is applied, values should be retained in decimal format with currency symbol prefixed if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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You will get a warning that you are selecting a field that is already being used in a rule. Seems that I can't select the same field in a third layout rule... Easy without coding and probably everyone figures this one out but I thought I'd add it here...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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type :PUT parameters:m_Data.toString() connection:"zcrm" ]; info r_QuoteDetails; } Creating a record Pretty much the same as above but instead of the method/type PUT you will use POST with an endpoint of https://www.zohoapis.com/crm/v7/Quotes. Showing...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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not retrieving related records which are clearly visible when using the CRM. The cause of the problem is the same as covered in my article Joel Lipman - ZohoCRM: zoho.crm.searchRecords only returns certain records. Consider the following code: /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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is TRUE isNull Succeeding is TRUE Equals Blank is FALSE */ I've tried this in both Zoho Creator and Zoho CRM with the same results. I don't code with the method appended at the end of the variable but in more complex method chaining, I can see myself...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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for coql v_SearchName = v_ProductName.replaceAll("'","''",true); // v_KeepID = 0; // // get other products with the same name (set in order of oldest first and keep only first one, delete the others) m_SubParams = {"select_query":"select id,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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but it beats the accounts staff having to enter the adjustment each time. The create invoice process would be treated the same. The below are all the various methods I tried to resolve this but the truth is that I do not have a clue how ZohoBooks comes...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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of quoted items to invoiced items (i console logged out this line item and copied each of the fields hoping they had the same API name in both modules) o_NewLineItem.CUSTOM = o_ThisLineItem.CUSTOM; o_NewLineItem.Config = o_ThisLineItem.Config;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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query above to only return the latest responses that a respondent has completed; this means that if they have completed the same survey twice, this only returns the latest one they completed. SELECT i."Attempt ID" AS "Survey Response", max(i."Survey")...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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appropriate. 5. Click on 'Save' button at the bottom of the page CAVEAT: If you have multiple contacts in your CRM with the same email address, then you're stuffed. ******************************************************************************* */...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *