Assuming zohocrm is required, the following 74 results were found.
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a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory > Select the template with this issue Click on the "Edit HTML" icon in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List()); Source(s): Joel Lipman - ZohoCRM: Process all records of a module Zoho Deluge - Search Records in Zoho CRM Zoho Deluge - Get Records from Zoho CRM
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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work properly) Give it a name, I'm calling mine joel_creator Authorize it, etc. Create a REST API CRM Function Login to ZohoCRM Go to Setup > Functions > New Function Give it a name and such, I'm doing the following Function Name: fn_eBay_UploadPhoto...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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who clicks on the button). There might be an easier way to get the template ID used 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ if(r_Field.get("field_name") == "Deal_Ref") { v_DealRef = r_Field.get("field_value"); } } } } } } // // Search ZohoCRM for the Deal with that Deal Ref v_DealID = 0; if(v_DealRef != "") { l_SearchResults =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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values (CSV) file given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the key item to remember is that status is a mandatory field and it can either be "closed" or "open". If you have used ZohoCRM then this is obvious; if you haven't then it may be difficult to work this out. Put simply, "Closed" are events in the past...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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note here for myself where using invokeAPI over invokeURL: // // retrieve record details r_SoDetails = invokeapi [ service :zohocrm path :"/crm/v7/Sales_Orders/" + p_SalesOrderID type :GET connection:"zcrm" ]; l_SoDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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then return to terminal and type zet validate and then type zet pack this will create a zip file in a dist folder Login to ZohoCRM as a system administrator go to Setup > Customization > Modules and Fields > Accounts [or whichever module the button...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the page names of your survey. GENERAL was the first page asking for lead/contact name when I have this prepopulated from a ZohoCRM integration. Also note that the question number comes from it prefixing the question per page that the client did when...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator. Why? You may have received an error that goes something like: datatype: datetime How? Here are some formatting examples: Creator to CRM: v_CreatorTime =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *