Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom fields in...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in Zoho...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 Quote module, then on convert, to map these to the Sales Order in CRM. As my client's 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....

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 API... Why? A follow on from my article Zoho Creator: Push to eBay Listings. I have a Creator app that needs to receive the orders from an eBay account as soon as the order or transaction is made on a Fixed Price item. How? So first of all, you'll need...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks to create the Sales Order...

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

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 m_Taxes; // // set Tax ID for a sales order line item l_LineItems = List(); r_SoDetails = zoho.crm.getRecordById("Sales_Orders",0123456789012345678); for each r_LineItem in r_SoDetails.get("Product_Details") { m_LineItem = Map();...

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

Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

06 July 2023 the week generally starts on a Monday. So let's say there's a schedule that has to be run weekly and include all the orders of a specific week... Just to confuse everyone in the world, the day index for a Sunday is 7 (ie. myDate.toString("u") returns 7)...

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

Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id=" + v_OwnerID; */ // set v_Filter to blank to retrieve all sales...

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

ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 in Zoho Creator. The JS widget (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders. How? We're going to use the Zoho Extension SDK. You should refer to my previous linked article but the revised...

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