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Assuming zoho is required, the following 196 results were found.

  1. Zoho Deluge - Get User Timezone, Country and Locationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-user-timezone-country-and-location.html

    and working... The quickest I found [limit 1000 per day | Incorrect Location]: v_Url = "http://api.db-ip.com/v2/free/"+ zoho.ipaddress; v_Response = getUrl( v_Url ); Returns something like: { "ipAddress": "147.188.254.175", "continentCode": "EU",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  2. Zoho Deluge - Pad with leading Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-pad-with-leading-zeros.html

    writing a whole page for this is probably unwarranted so I may rename this article later to common things I need to do in Zoho Deluge. How? So going through the forums you may find the following example: string padWithLeadingZeros(int finalStringLength,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  3. Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-deluge-to-submit-custom-fields.html

    not a sample request packaged to be sent. How? Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    This is a quick article on generating a file with the Zoho Deluge function .toFile() and uploading it to a file upload field within Zoho Creator. Why? The use-case here is that we want a file to be hosted within Zoho Creator for use by a JS widget that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    but in this case it is the rate that gets rounded. The numbers at the end still need to match what's in CRM and with ZohoBooks rounding differently can make cent/penny errors into 100s of dollar/pound errors. Zoho CRM has a fun way of rounding which...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

    What? A really quick article on demonstrating a nested try...catch()... statement working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge - Determine Quarter from Date with Fiscal Yearhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-quarter-from-date-with-fiscal-year.html

    the quarter by the month and your Fiscal year starts from January, simply divide by 3... How? I'm showing this in Zoho Deluge but the logic can be adapted to other code. You will need this snippet of code for the examples below: l_Months =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  8. Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

    l_Triggers = List(); l_Triggers.add("none"); m_Data.put("trigger",l_Triggers); v_Url = "https://www.zohoapis.eu/crm/v2.1/Quotes/" + input.CRM_Quote_ID; r_CreateCrmQuote = invokeurl [ url :v_Url type :PUT parameters:m_Data.toString()...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

    {"EmployeeID":"64","Name":"Elephant Man","Address":"123 New Street, New York City","Territory":"USA"} Source(s): Zoho Deluge — Try Now PHP Live Regex — A Live Regular Expression Tester for PHP

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

    sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module. How? Therein lies the reason. For the quote conversion mapping, it needs the CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

    = false; } The Result So now when I tick this decision box, I get something like the following: Source(s): Zoho Creator/Deluge: Insert rows in Subform Quick refresher: // declaring the row = .(); // assigning values for various subform fields in the row...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

    request to eBay. How? You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID: void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

    items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

    type: GET ]; r_Download2.setParamName("file"); l_Downloads.add(r_Download2); // sendmail [ from: zoho.adminuserid to: "info@joellipman.com" subject: "Test File: List" message: "This is just a test" attachments: file: l_Downloads ] } Yields

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho CRM: Make Upload File Field Mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

    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 Client Script. So we're going to check on page onload, onchange for the Create Page (Standard), Edit Page (Standard),...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 141 - 160 of 196

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