Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 store line items for invoice var a_InvoiceLineItems = []; // loop through quoted line items for (i = 0; i...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 = "joel_the_awesomest"; v_AppName = "joels_app"; v_ReportName = "My_Report"; // specify your CRM record ID for this product v_CrmProductID = 1234567890123456789; // specify your Creator record ID holding the image v_CreatorQuoteID = 9876543210987654321;...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 m_NewLineItem.put("CUSTOM_FIELD_2",m_LineItem.get("CUSTOM_FIELD_2")); m_NewLineItem.put("Product_Name",m_LineItem.get("Product_Name")); m_NewLineItem.put("Quantity",m_LineItem.get("Quantity"));...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written this article because I keep forgetting on how to do this....

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

Product Documentationhttps://www.joellipman.com/component/content/category/documentation/product-documentation.html

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GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html

14 February 2019 copyright laws. Trade Marks JoelLipman.com's trademarks and trade dress may not be used in connection with any product or service that is not JoelLipman.com's, in any manner that is likely to cause confusion among customers, or in any manner that...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

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

02 September 2021 Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients in the UK, we tend to specify the tax rates...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 + ".pdf"); r_AttachResponse = zoho.crm.attachFile("Quotes",p_QuoteID,r_DownloadResponse); Use a subform (eg. Product Line Items) If I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP,...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 QUOTE LINE ITEMS ---------------------- // line items get via api v2.1 or greater l_BooksLineItems = List(); r_CrmProductLineItems = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes/" + p_QuoteID type :GET parameters:m_ApprovedConverted...

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

Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 } // // get line items from source and populate this subform l_QuotedItems = r_QuoteDetails.get("Product_Details"); c_LineItems = Collection(); for each m_LineItem in l_QuotedItems { r_Row = Quotes.Line_Items(); r_Row.Product =...

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

Joel's Reference to MidJourney v4 Promptshttps://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 Photography Travel Photography Wedding Photography Manmade Objects Architecture Fine Art Photography Food Photography Product Photography Real Estate Photography Still Life Photography Tech Photography Camera Angle Note that there others, I'm only...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...

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

Calculating Percentagehttps://www.joellipman.com/articles/ecommerce/calculating-percentage.html

20 May 2010 selling at: ((Agreed Price - Usual Price) * 100) / Usual Price = % eg. ($10 - $8) * 100 / $8 = +25% ie. selling an $8 product at $10 is an increase of 25% eg. ($8 - $10) * 100 / $10 = -20% ie. selling a product at $8 when it usually costs $10 is a...

• Type: Article
• Author: Joel Lipman
• Category: eCommerce Systems
• Language: *

Joe's CSV Chart Generator (JCG)https://www.joellipman.com/component/content/article/joellipmans-csv-chart-generator.html?catid=40

26 May 2010 leave the copyright information. If you want to remove the copyright text that displays on the charts, you need to buy the products of AMCharts.com. I have no afiliation with these and I myself don't put any copyright information on the end product. I...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

Is it a scam? Gumtree.com's warning signshttps://www.joellipman.com/hardware/is-it-a-scam-gumtreecoms-warning-signs.html

12 October 2010 escrow websites often may look official, but are actually run by fraudsters. They’ll take your money and never send you the product. Payment for brokerage/importing. A seller claims that there are brokerage fees, import duties or similar fees required...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Developer's Checklist: Taking over a projecthttps://www.joellipman.com/articles/web-development/developers-checklist-taking-over-a-project.html

01 March 2011 Time (obviously agreed with client) Additional Documentation (timesheets, agreements, technical specifications, issue logs, product documentation) Security Check Usernames/Passwords (formats, defaults and vulnerability) Check ALL server-side errors...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/articles/microsoft/ssrs/returning-oracle-stored-procedure-resultset-in-ssrs.html

19 January 2012 getting a resultset from an Oracle stored procedure and displaying this in SQL Server Reporting Services (SSRS). Well "non-productive" more than "fun" as most of the examples on the net are either half-complete or partially documented. So here goes......

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

Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 Invoice (DO NOT ACTION) 1", "DueDate": "2021-09-13", "Date": "2021-08-13", "LineItems": [ { "Description": "My expensive product #1", "Quantity": 1, "UnitAmount": 240, "TaxType": "OUTPUT2", "TaxAmount": 48, "AccountCode": 3610, "DiscountAmount": 24,...

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

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 hide Tab_Section_7; // if(isNull(input.Tabs) || input.Tabs == "Quote") { show Tab_Section_1; } else if(input.Tabs == "Product Details") { show Tab_Section_2; } else if(input.Tabs == "Photos") { show Tab_Section_3; } else if(input.Tabs == "Shopify") {...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 ****************** CODE USING GETRECORDS **************** // init l_Pages = {1,2,3,4,5}; v_PerPage = 200; // // get other products with the same name (set in order of oldest first and keep only first one, delete the others) m_Params =...

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