Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax...

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has clearly defined values based on the...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 codes Zoho CRM Developer Docs - Serverless Functions - Request and Response Object Joel Lipman - ZohoCRM & Xero Real-Time Invoices: Receive Webhook

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 to delete the duplicate but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to...

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