Assuming using is required, the following 330 results were found.
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v=spf1 mx a ip4:123.245.123.245 include:spf.mycompany.com include:spf.protection.outlook.com include:one.zoho.eu ~all Check using the toolkit: Some registrars will say this can take between 24 to 72 hours to propagate. In our cases, a working example...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. How? My team of developers actually helped me solve this one as I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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it to the computer immediately) and then removed from wherever it was downloaded from... All within ZohoBooks without using any other apps or software. How? Here's how to use it: Staff member clicks on button File downloads to their workstation Here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
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and even include the function that makes it work: Business Process Customer visits website to report a faulty product; using website form or chat. Customer can upload or send to agent to upload to a Zoho Desk support ticket as an attachment. The ticket...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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for reading the data from Analytics, we cheat by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following: Login...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName = "my_portal"; v_PortalID = "789456123"; // // get all projects v_EndpointProjects =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Send the Zoho Sign Template with the pre-filled fields to the desired recipient/ recipients r_SignResponse = zoho.sign.createUsingTemplate(v_TemplateID,m_Parameters); // info r_SignResponse; // // get request and document IDs r_SignTemplate =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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OR phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= "#00FF00"; // // transform or format the submitted value v_HexValue = v_HexGiven.replaceAll("#", "").toUpperCase(); // // using a regular expression: split into pairs of characters or if short hex given, then split into 3 characters l_HexParts =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID ascending) and will attempt to delete...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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If you really need it although this is the basic CRM function to return the line items from the quote using InvokeURL so as to use CRM API v7 and get the custom fields as well: string standalone.fn_Quotes_GetQuotedItems(Int p_QuoteID) { /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the record details of this deal // not this way: var r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_ThisRecordID); // but using a custom OAuth function: Setting this as REST API alone did not enable it. var r_DealDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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why not make your own? How? So you will need a webserver of your own running PHP 8. The following PHP script was only tested using PHP version 8.x so I can't say whether it will work for previous versions. I cannot take credit for this script, as I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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+ ".json"; r_GetOrder = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; info r_GetOrder; Now Continuing... Using the API Admin Access Token: r_ShopifyAPI = API_Integration[Connection_Name == "Shopify API"]; v_ClientID = r_ShopifyAPI.Client_ID;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Email, and Survey ID mapping as appropriate. Click on 'Save' button at the bottom of the page Source(s): Trigger Invitations using Zoho Survey API
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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overwriting the invoice subject. Category is Module, Page is Create Page (Standard) (change this depending on if you're using a canvas or not) Module is Invoices Type is Page Event Event is onLoad Click on the button Next the Script /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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{ v_CrmProductID = r_CreateCrmProduct.get("details").get("id"); if(b_Debug) { info "Duplicate CRM Product: Re-using " + v_CrmProductID; } } } else { // // update the product (mainly for new applicable taxes) r_UpdateCrmProduct =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through the wonders of Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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