Assuming record is required, the following 129 results were found.
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product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and programmatically. How? A little undocumented this "feature" but the gist is if you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive. Why? Consider that I have the following creator table: Product_Name Product_SKU -------------- ------------- MyProduct1 TEST01 Myproduct2 TEST02...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An example of code using the new API call "Module Record Count" with some criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 email to be prefilled in the field as soon as a contact is selected. How? This needs to behave like...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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following response when attempting: { "response": { "message": "Error occurred", "uri": "/api/forms/json/P_ApplyLeave/updateRecord", "errors": { "code": 7013, "message": "Field name 'ApprovalStatus' is invalid " }, "status": 1 } } [Warning: Another red...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// Generate your access token to connect to Xero and query Xero records // See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html // v_TenantID = ""; v_AccessToken = ""; r_Response =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map the fields over. Great! But what if someone skips the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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T-SQL Record Separatorhttps://www.joellipman.com/articles/database/t-sql/t-sql-record-separator.html
can't I turn on my computer" and me replying "why would you want to do that?". Anyway, I was looking for something like the record separator in Oracle SQL*Plus where a row of data (blank or made of symbols) separates two sets of data from within the...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: en-GB
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documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either. How? In...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process to tidy these all up would leave the data more and more...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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ID" IS NULL GROUP BY i."Attempt ID", i."Page Number" Export the web chart from Analytics and attach as an image on the CRM record So the survey is sent via the contact module but we actually only ask Analytics about the survey and the contact email....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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(website where you registered your domain). I've listed some third-party providers' instructions on how to set up a CNAME record at the bottom of this page. A subdomain is FREE as opposed to paying for another domain. If you want to put the customer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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