ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 is less than 4 (4 days not 4 business days?). Though I've removed this condition since go live and simply specified "All Leads". I'm calling my function fn_Leads_FollowUpNonConverted with the parameter being the Lead Record ID: /*...

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

ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 1; if(!isnull(r_Contact.get("Email"))) { v_Email = r_Contact.get("Email"); // // find all lead records matching this email l_Leads = zoho.crm.searchRecords("Leads","Email:equals:" + v_Email); for each r_Lead in l_Leads { // check this is a record with...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 to the authtoken value obtained earlier v_Auth_Token = "1234567890aaaabbbbccccddddeeeeff"; // // get lead details v_Type = "Leads"; if(!isnull(r_CallDetails.get("$se_module"))) { v_Type = r_CallDetails.get("$se_module"); } // set your default twilio...

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

Zoho Deluge - InvokeConnector and useful snippetshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-invokeconnector-and-useful-snippets.html

23 January 2020 v_User.get("full_name") + " :: " + v_User.get("email"); } } } Delete a CRM Record m_Delete = Map(); m_Delete.put("module","Leads"); m_Delete.put("id","0123456789012345678"); r_Delete = zoho.crm.invokeConnector("crm.delete", m_Delete); info r_Delete; Get...

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

Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://www.joellipman.com/articles/crm/zoho/expecting-zc_subform_250-expression-found-collection.html

19 October 2020 a data migration, I was using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a subform with a product line item list. If I run this code, I would get the error: Expecting ZC_SUBFORM_250...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page. In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if...

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

SSRS Parameters in Oracle Stored Procedurehttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-parameters-in-oracle-stored-procedure.html

02 September 2011 page carries the cancel button (textbox which actions to the previous report with same parameters) and another link which leads to our report containing the call to the Stored Procedure. This page itself contains a basic dataset query just to check with...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

11 November 2021 the record m_UpdateLead = Map(); m_UpdateLead.put("Check_Date_Time", v_LeadTimeDelay); r_UpdateLead = zoho.crm.updateRecord("Leads", p_LeadID, m_UpdateLead); info r_UpdateLead;

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 v_CustomerName = "Test User"; // // build map to schedule a call m_ScheduleCall = Map(); m_ScheduleCall.put("$se_module","Leads"); m_ScheduleCall.put("Owner",v_LeadOwnerID); m_ScheduleCall.put("What_Id",v_LeadID); m_ScheduleCall.put("Subject","Scheduled...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 // // get all the fields on the Lead module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ]; if(!isnull(r_Response.get("fields"))) { // loop...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 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 the layout, this has to be the highest level (I think)...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to...

• 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 we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products. How? There may be a better way of doing this. What I'm trying to have is a generic...

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