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Assuming logged is required, the following 25 results were found.

  1. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of the logged-in user and has as scope ZohoAnalytics.metadata.read. The code /*...

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

  2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    // // create CRM zohosign document child records (recipient and event) if(!isNull(r_ZCrm_ZSDoc.get("id"))) { // // get logged in user (who clicked the button) v_LoggedInUserID = 0; r_Users = zoho.crm.getRecords("users"); for each m_User in...

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

  3. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    if (o_ThisLineItem.Optional != "Optional Not Included") { // field mapping of quoted items to invoiced items (i console logged out this line item and copied each of the fields hoping they had the same API name in both modules) o_NewLineItem.CUSTOM =...

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

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

    // field mapping of quoted items to invoiced items (i console logged out the quote record and used the API names of the invoiced items) // declare new array to store line items for invoice var a_InvoiceLineItems = []; // loop through quoted line items...

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

  5. ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

    Downtime Server Incidents: US Zoho Services Availability or Zoho EU Services Availability Permission Issue: Are we logged in to Zoho Books as the super admin? Most likely yes and the client would have already checked this. Did this ever work before?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 21 - 25 of 25

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