Assuming that is required, the following 490 results were found.
-
solution. How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price item listing. The example below is a function...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
to geocode into latitude and longitude 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
to pull when an invoice has been paid, but ZohoCRM schedules run only every 2 hours. You can set up 2 schedules: one that runs on even hours and one that runs on odd hours to change this to every hour. It's not enough for some, so the below details on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
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 team...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
on the button, and the Stripe terminal will ask for the amount on the invoice. Well almost. We've gone the extra step in that we added a custom field that can override the full balance, to allow partial payments such as a deposit or instalment. How? I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts on a Monday. So let's say there's a schedule...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
ceil(v_MaxCount / v_PerPage); info v_Pages; Call with datetime criteria: NB: You can't compare a date time value to a field that is simply of datatype: date v_PerPage = 200; v_CountCriteria = "((Quote_Stage:equals:" + encodeUrl("Draft") +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
function to upload generic images (such as facebook, instagram, icons, and partner logos). This function is for images that will be on all signatures and don't have anything identifying per user. So this function uploads the image to the client's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
WooCommerce to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the other direction, as in enter the products in Zoho Inventory and this feeds the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
contacts but not for products. How? There may be a better way of doing this. What I'm trying to have is a generic function that will work on any CRM and possibly be quick to adapt to a module other than products. This function will also try to delete...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
whisper) Note the result for the next command, eg. #!/Library/Developer/CommandLineTools/usr/bin/python3 Install NumPy for That Exact Python /Library/Developer/CommandLineTools/usr/bin/python3 -m pip install --user numpy Alternative: Using VOSK...
- Type: Article
- Author: Joel Lipman
- Category: Apple
- Language: *
-
A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
As with all Joomla articles and files, you need to check that they have been published and approved. Sometimes you don't have to and it's all automatic, but if they're not showing: Check that they're in the right section and category Check that they...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
Donate & Support
bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4
0xb038962F3809b425D661EF5D22294Cf45E02FebF