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Assuming zoho is required, the following 213 results were found.

  1. 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: *

  2. 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: *

  3. 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: *

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

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

    • Type: Category
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  6. Zoho Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge.html

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

    • Type: Category
    • Language: *

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

    • Type: Category
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  9. Zoho Peoplehttps://www.joellipman.com/articles/crm/zoho/zoho-people.html

    • Type: Category
    • Language: *

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

    • Type: Category
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  11. Zoho Workdrivehttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive.html

    • Type: Category
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  12. Zoho Inventoryhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory.html

    • Type: Category
    • Language: *

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

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

    • Type: Category
    • Language: *

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

    • Type: Category
    • Language: *

  16. Zoho Deluge - Get Full Day Namehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-full-day-name.html

    What? This is a very quick note with the code to retrieve the full day name from a date (eg. "Monday"). Why? If I use the toString() function to get the day, it only returns the first 3 letters of the day (eg. "Mon"). My_Date = today; Day_Name =...

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

  17. Zoho Inventory Template Issue: First Page is Blankhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-template-issue-first-page-is-blank.html

    What? So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page,...

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

  18. Zoho Deluge: Check Time Booking Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-check-time-booking-slots.html

    What? Just wanted a note to get in my head the logic if checking a requested time slot isn't a double-booking (as in, the time slot doesn't overlap a previous booking. How? Given a date/time and a duration, we will work out the requested start and end...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB

  19. Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

    What? A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB

  20. Zoho Deluge: Convert Map to URL Parametershttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-map-to-url-parameters.html

    What? A quick article on converting a Map (associative array with keys and values) into a URL string to pass as URL parameters. How? Let's first define a map: m_Payload = Map(); m_Payload.put("client_id","my-unique-client-id");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
Results 181 - 200 of 213