Assuming contact is required, the following 57 results were found.
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task of sending a document out for signing by a customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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} ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE}...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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How to redirect the visitor after the contact page: Open Contact.php and go to line 473 - 475 and change the line: $link = ‘index.php?option=com_contact&task=view&contact_id=’. $contact[0]->id .’&Itemid=’. $Itemid; mosRedirect( $link, _THANK_MESSAGE )...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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-> #__banner_tracks -- -- 5. jos_categories -> #__categories -- -- 6. jos_components -> #__extensions -- -- 7. jos_contact_details -> #__contact_details -- -- 8. jos_content -> #__content -- -- 9. jos_content_frontpage -> #__content_frontpage -- -- 10....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively). Why? This took me so much longer than I thought it would. It was meant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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use in future when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record. Why? Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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given in the brief but removed here for privacy). Finally, we delete any of these tasks when they get transferred to the contact record. Step 1: Workflow on Create and function to create task: Create a workflow that runs on lead create (record action)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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this column before modifying the query to include 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email as a contact): // init v_Count = 0; v_CountDeleted =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the CRM contact record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup > Modules and Fields >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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weren't too helpful either. How? In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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a connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is effective from the 1st of January 2009. What we collect We may collect the following information: name and job title contact information including email address demographic information such as postcode, preferences and interests other information...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: en-GB
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it to understand basic mapping and attachments. How? As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero. Why? I used to use ZohoCRM schedules to pull when an invoice has been paid, but ZohoCRM schedules...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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