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Assuming zoho is required, the following 218 results were found.

  1. Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

    What? This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another...

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

  2. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    What? This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their...

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

  3. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    What? A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *

  4. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    What? Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception,...

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

  5. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  6. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  7. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    then I'll just put the client script I used to map over all the applicable field values from the quote to the invoice within ZohoCRM. Set up the Client Script Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  8. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    field will be populated but this will be the company the quote should be raised for. Setup up the Client Script: Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  9. Zoho Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-creator.html

    • Type: Category
    • Language: *

  10. Zoho Deskhttps://www.joellipman.com/component/content/category/articles/crm/zoho/zoho-desk.html?Itemid=165

    • Type: Category
    • Language: *

  11. Zoho Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge.html

    • Type: Category
    • Language: *

  12. Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books.html

    • Type: Category
    • Language: *

  13. Zoho Projectshttps://www.joellipman.com/articles/crm/zoho/zoho-projects.html

    • Type: Category
    • Language: *

  14. Zoho Peoplehttps://www.joellipman.com/articles/crm/zoho/zoho-people.html

    • Type: Category
    • Language: *

  15. Zoho SalesIQhttps://www.joellipman.com/articles/crm/zoho/zoho-salesiq.html

    • Type: Category
    • Language: *

  16. Zoho Workdrivehttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive.html

    • Type: Category
    • Language: *

  17. Zoho Inventoryhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory.html

    • Type: Category
    • Language: *

  18. Zoho Recruithttps://www.joellipman.com/articles/crm/zoho/zoho-recruit.html

    • Type: Category
    • Language: *

  19. Zoho Signhttps://www.joellipman.com/component/content/category/articles/crm/zoho/zoho-sign.html?Itemid=165

    • Type: Category
    • Language: *

  20. Zoho Otherhttps://www.joellipman.com/articles/crm/zoho/zoho-other.html

    • Type: Category
    • Language: *
Results 181 - 200 of 218