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Assuming than is required, the following 169 results were found.

  1. Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-deluge-to-submit-custom-fields.html

    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 request but not a sample request packaged to be sent. How? Let's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  2. Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html

    subform of all its rows: input..clear(); Changing the picklist/dropdown options in a subform row (applies overall rather than per row): clear ..; ..

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    And if the account is integrated with Zoho CRM, the contacts will be pushed correctly as first name and last name rather than full name to last name: Source(s): Registration Form for Guest Users and Customer Portal Users

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    + v_PhotoWithExt; } URL Syntax #6 [file]: Update 2023 Same again but this is for a field of type document/file rather than image. Where my form is called "My_Form" and the file upload field is "My_File": c_Document = My_Form[ID == 1234567890]; // // for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    to need to respond to Xero with valid and invalid HTTP statuses as their webhook validation process is a little stricter than Zoho's. Setup a Zoho CRM Function: Login to Zoho CRM > Setup > Functions > New Function Function Name:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    if(!isNull(r_Result.get("id"))) { // do stuff to each record... info r_Result.get("id"); } } // // stop looping if less than 200 records on this page if(l_SearchResults.size()...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than a bidirectional form as in this example, the parent record doesn't yet exist... The cheat here is that we actually want the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery drivers and want them to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  11. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    of record return false; Caveat(s) This only happens if the record is being edited (as in user clicked on "Edit") rather than the inline edits that can be done (eg. user clicked on field in view mode and edited just one field). The only other event you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    those credit notes for refunds, etc. This tweak is if we want to calculate credit notes issued in a particular month rather than the one-to-one with an invoice as profits in the past would change. So this table is created so that if a credit note was...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    reader for a payment atempt Date Modified: 2023-02-24 (Joel Lipman) - If custom field "Amount To Be Taken" is not greater than zero, then defaults to balance due of invoice. More Information: TEST PAYMENT SCENARIOS WITH PHYSICAL TEST CARD // Send in as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    specified to see the results per contact person. You can only use this in another dataset which won't use a sub-query more than 2 levels deep. We're only displaying the maximum value alphabetically found in member status per contact per campaign (should...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  15. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    ZC_SUBFORM_109 expression found COLLECTION expression: I may have tried to make a subform equal the collection rather than inserting the collection into the subform using insert(). Invalid update task found corresponding properties: Trying to update a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    on eBay (check eBay homepage and see number of sales [ will be rounded to nearest 1000 ]) // the actual number may be less than this but this is for pagination estimates v_MaximumOrders = 10000; v_Year = 2022; // // set the filter for orders by status...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick answer is one missing parameter to send through which is "item_type=inventory"... A...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  18. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it returns the ID to use. Some...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below to work, is to add a file upload field on the user...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 81 - 100 of 169