Assuming these is required, the following 188 results were found.
-
A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
wanted to map a billing street 2 and shipping street 2 from the Account module to the 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
and you've pretty much specified the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
"123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test Reference", "terms": "These are our test terms and conditions", "customer_id": "234567890123456789", "payment_terms": 30, "salesperson_id": "345678901234567890",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
This uses up an extra 2 calls so you could run them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a CRM Sales Order to Zoho Books. Or leave as 2 calls at the beginning of your function in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had: ${CONTACT.CONTACT_DISPLAYNAME} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY}...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype. How? I'm not going to go into detail on how I create an access token to query the eBay...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
The API Solution The following solution requires that your target API accepts base64encoded images or that you can send these in a cURL request (same thing really): string API.fn_ShopifyQuery_UploadPhoto(int p_Position, int p_ProductID) { v_Output = "";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Saturdays which my client still works on. How? We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along: thisDate = '2021-10-30'; v_Today = thisDate; v_Tomorrow = v_Today.addDay(1);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
to our booking form: one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Additional Note(s): This has not been tested extensively. Do not use if you are unsure it is calculating correctly. I use these to store the values in a table that can be double-checked at a later date. Source(s): Joel Lipman: Zoho Deluge: Generate List...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
they have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
Display Name: FN - Xero - Receive Webhook Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these: Zoho Creator: Receive eBay Order Notifications via Webhook Zoho Creator: Receive JSON via a Shopify Webhook This time, the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Only make the changes necessary to how you like it. You will find issues with trying to undo some parts and tweaks as these will consume a lot of time (anyone remember the days of getting an MS Word document to behave?). Best thing to do if you mess it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
Here's the code at the end of the parent form to hide the columns I don't need the user to see (I'll populate these by code): hide Attachments.Parent_Record; hide Attachments.Document_Name; hide Attachments.Downloaded; Here's the code I use when a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any field in your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
have selected a rate without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *