Assuming want is required, the following 280 results were found.
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the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand records, we sometimes want to write a function that will check each record and mark it so that the process doesn't repeat on records that have already been...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin Click on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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datatype variable which will return the Unix seconds. // the now time v_NowTime = zoho.currenttime; // // correction: I want to specify a from datetime v_NowTime = '2021-09-21 21:27:15'; // // now specify a to datetime (we're doing a working day so we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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I have a photo in Zoho Creator but the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to update the photo in the CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Format either under "Customers and Vendors" (although this applies to all templates) or under the specific template. I wanted to do this for just the Package/Packing Slip, so: Go to Settings > Templates > Package Slips Edit the template you want to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the products. I then felt...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the remaining...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this Lead. How? It sounds straightforward: schedule a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ // // get user id v_UserID = r_User.get("id"); // // startofweek is a sunday but we want to start counting from Monday 00:00 v_FirstDateOfWeek = zoho.currentdate.toStartOfWeek().addDay(1).toString("yyyy-MM-dd"); // // build up COQL Query v_CoqlQuery =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg" (+01:00). We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you the code first of how to parse the eBay...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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than a bidirectional form as in this example, the parent record doesn't yet exist... The cheat here is that we actually want the user to be able to click and download/open the attachments on the CRM record from within the Creator app. As for the add a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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does let you use OpenURL(v_Url, "iframe", "iframe_name") which is good if you have multiple iframes on a page and you only want part of the page to display different content dynamically or on click of a button: // embeds using DIV: allows for CSS...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It is triggered...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory Hover the mouse cursor over the template you want to use. Note or screenshot the url that pops up and the template ID is at the end of it.
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *