Assuming customer is required, the following 65 results were found.
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is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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"America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg" (+01:00). We want to tell our customer they have an appointment at 4pm their time in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// // some Stripe variables (add your own here) v_StripeTerminalID = "tmr_ABCDEFGabcdefg"; v_StripeCustomerKey = "sk_live_1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ"; V_StripeLocationsEndpoint = "...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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- Type: Category
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coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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category type (see dropdown options) --- Assigned to developer Name --- Originator/Source (Self, Email, Phone, System) --- Customer Name --- Customer Ref/JUser ID (Joomla! registered user or email address?) --- Priority (High, Medium, Low - configurable...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there but this is a one-click accept or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html
privacy while delivering amazing experiences. Think of it as experiential privacy — having privacy as a key part of the customer experience, through relevant privacy notices presented in context and choices that are on brand. More info about GDPR. Terms...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be able to download this file. How? The trick to doing this is that actually...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by a customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Customer Relationship Management Systemshttps://www.joellipman.com/articles/crm.html
- Type: Category
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Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Privacy Policyhttps://www.joellipman.com/static-items/privacy-policy.html
including email address demographic information such as postcode, preferences and interests other information relevant to customer surveys and/or offers What we do with the information we gather We require this information to understand your needs and...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: en-GB
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Startup Meeting For you to discuss: Aims / Objectives Deadlines / Milestones Target Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
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Register the App Setup the Connector How do I determine what datacenter to use? To find out which datacenter your client/customer is using in Zoho, check the domain and specifically the top-level-domain (TLD) part. For example, if it says zoho.com, then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *