Assuming contact is required, the following 57 results were found.
AS 'Finish', tt.[RoomId] AS 'Room', sd.[Descrip] AS 'Event Type', sd.[Notes] AS 'Booking Notes', c.[Name] AS 'Contact', c.[Company] AS 'Dept', c.[Phone] AS 'Phone' FROM [CMISdata].[cmisuser].[SLOTDETAILS] sd INNER JOIN [CMISdata].[cmisuser].[TIMETABLE]...
the SQL query itself. We have a DEPT column that is an acronym of the departments so for example: SELECT Date, Reservation, Contact, JobTitle, Dept FROM my_imaginary_table WHERE Contact='Joe' Would become SELECT Date, Reservation, Contact, JobTitle,...
Option] Modify admin ID to NOT use a text editor (ie. "Text-editor=None") If you are going to delete an object (eg. contacts), make a note on its contents or embedded code specific to the template. Copy over Users: Rename the Admin ID in the new v34...
variables for main record v_QuoteName = ifnull(r_QuoteDetails.get("Name"),"Test Quote"); if(!isNull(r_QuoteDetails.get("Contact_Name"))) { r_ContactDetails = zoho.crm.getRecordById("Contacts", r_QuoteDetails.get("Contact_Name").get("id"));...
but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a...
to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup...
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FROM [SLOTDETAILS] sd INNER JOIN [TIMETABLE] tt ON tt.[SlotId] = sd.[SlotId] and tt.[SetId] = sd.[SetId] INNER JOIN [CONTACT] c ON c.[ContactId] = sd.[Contact] and c.[SetId] = sd.[SetId] INNER JOIN [WEEKMAPNUMERIC] wm ON (wm.[SetId] = tt.[SetId] and...
application did in the first place... tut tut. How long have you been a developer? And this is new?). Can the developer be contacted? Yes! Questions to ask the developer The original client's brief for the project? (project mandate/charter/initiation...
T-SQL Record Separatorhttps://www.joellipman.com/articles/database/t-sql/t-sql-record-separator.html
AS 'Start', tt.[FinishTime] AS 'Finish', sd.[Descrip] AS 'Event Type', sd.[Notes] AS 'Booking Notes', c.[Name] AS 'Contact', CHAR(10)+c.[Owner]+CHAR(10) AS 'Dept', CASE WHEN CHARINDEX('/', c.[Phone]) > 0 THEN REPLACE(REPLACE(c.[Phone], ' ', ''), '/',...
the resulting URL // // get Grant Token v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth"; v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL"; v_State = "testing"; v_ResponseType = "code"; v_Access = "offline";...
demonstration, we will assume that each record only has 1 item. void emailMergedReceipts(Partners_Quote l_Quotes) { v_ContactFname = ""; v_ContactSname = ""; v_SubTotal = 0.0; v_TotalVat = 0.0; v_Total = 0.0; v_Total_Tax_Factor = 0.2; for each r_Quote...
invoices, you need the key "Invoices" so your JSON request would be something like: { "Invoices": [ { "Type": "ACCREC", "Contact": { "ContactID": "abcdef01-2345-6789-abcd-ef012345678" }, "Reference": "TEST Invoice (DO NOT ACTION) 1", "DueDate":...
might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman"...
field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will...
+ ".pdf"); // // get a greeting name v_EmailTo = r_QuoteDetails.get("Email"); v_ContactName = r_QuoteDetails.get("Contact_Name").get("name"); v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " +...
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I...
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a...
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