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Assuming need is required, the following 274 results were found.

  1. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; var v_DealRate0 = r_DealDetails.Rate_Year_1_0; var v_DealRate1...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

    headers:m_Headers ]; info r_ReaderPaymentHandOff; } return r_ReaderPaymentHandOff; The incoming webhook You now need to receive the Stripe webhook when it comes back into ZohoBooks to record it against the invoice. Note how we added the invoice...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    // initialize v_ShipmentStatus = "error"; v_TrackingNumber = ifnull(p_TrackingNumber,0); // // specify your DHL API Key (no need for the secret or base64 encoding) v_DHL_API_Key = "1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ"; // // build up header m_Header =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include these in her...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    and don't have anything identifying per user. So this function uploads the image to the client's workdrive and you will need the long hash ID of the folder: Login as the client to ZohoWorkdrive (www.zoho.com/workdrive) Signin or Access You should be in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

    frameworks and have it send AJAX commands to a server which reads/writes information to your Zoho instance via API. No need for the Zoho Widget SDK. Why? At time of print, I felt the documentation was a little sparse on how to connect a JS widget to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

    span label span{width:16px;height:16px;margin-right:0;border:1px solid #fff !important;}"; // first cell (white) needs a grey border v_CssStyle = v_CssStyle + ".zc-Color_Picker div:nth-child(-n+3) span label...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    around with VAT / Tax, inclusive /exclusive, 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....

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

    to represent a deposit or a final balance invoice with the deposit deducted. Because these line items have custom fields, we need to copy over all the custom values to the new line items. How? This is about an hour's work doing it on a CRM workflow...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

    which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the CRM contact record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. How to make your Joomla site use SEO friendly urlshttps://www.joellipman.com/articles/cms/joomla/how-to-make-your-joomla-site-use-seo-friendly-urls.html

    Basically so that you can set all those SEO settings in the global configuration tab to YES. Note: you need the permissions to rename the file ("htaccess.txt" to ".htaccess" in your website root folder). You'll need ftp access or a file manager with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  14. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

    or zoho.crm.createRecord(). How? This is somewhere in the official documentation but here's the bits that I need: Updating a record with PUT (note that id needs passed for each row otherwise you will end up with duplicate line items): /*...

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

    this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator-isblank-and-isnull-before-or-after.html

    if the accepted content on an invokeURL in ZohoCreator is not JSON, then isNull() preceeding will not work. Instead you will need to do something like the following: m_Header = Map(); m_Header.put("Authorization","Bearer ");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Forum Ruleshttps://www.joellipman.com/static-items/forum-rules.html

    may not post again in it (although you may edit the post if the timer has not run out). If you made the thread because you need help with something, you may post again as long as you include additional information about your problem (the fact that you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  18. Pancakeshttps://www.joellipman.com/articles/_other-misc/pancakes.html

    to see if it's tinged gold as it should be. Flip the pancake over with a pan slice or palette knife - the other side will need a few seconds only - then simply slide it out of the pan onto a plate. Stack the pancakes as you make them between sheets of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Hobbies
    • Language: *
  19. Using K2 with jezReCaptcha plugin causing errorshttps://www.joellipman.com/articles/cms/joomla/using-k2-with-jezrecaptcha-plugin-causing-errors.html

    in your registration form and contact form (on this website I just went recaptcha-happy), then there are some settings you need to change in the plugin options: Inclusion Syntax = NO Auto-verify =YES Update 16.NOV.2009 I don't see this supported anymore...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. How To Make Chocolate Chip Cookieshttps://www.joellipman.com/articles/_other-misc/how-to-make-chocolate-chip-cookies.html

    chip cookies, and with VideoJug's special recipe, it's easy to make the perfect chocolate chip cookie every time. You Will Need: 150 g sugar 160 g brown sugar, , packed 220 g butter 2 eggs, , large 2 tsp vanilla extract 280 g all-purpose flour 1 tsp...

    • Type: Article
    • Author: Joel Lipman
    • Category: Hobbies
    • Language: *
Results 101 - 120 of 274

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