Assuming their is required, the following 132 results were found.
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one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the user on the record form. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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. How? Therein lies the reason. For the quote conversion...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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while we're at it, storing it in a list for Zoho Deluge: First of all, here's the HTML SELECT dropdown I just nabbed from their form: (GMT-10:00) Hawaii Time (GMT-8:00) Alaska Time (GMT-7:00) Pacific Time (GMT-6:00) Mountain Time (GMT-7:00) Arizona Time...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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r_RowSa.End_Time = v_EventEnd; r_RowSa.In_Effect = true; c_Saturday.insert(r_RowSa); } } // // clear the other subforms of their entries input.Tuesdays.clear(); input.Wednesdays.clear(); input.Thursdays.clear(); input.Fridays.clear();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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m_ScheduleCall.put("Call_Agenda","A scheduled call to phone " + v_CustomerName + " at their time of " + v_CustomerAppointmentDateTimeStart); // // with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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server that will validate the Xero webhook. You're going to need to respond to Xero with valid and invalid HTTP statuses as their webhook validation process is a little stricter than Zoho's. Setup a Zoho CRM Function: Login to Zoho CRM > Setup >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are: Setup recurring FTP connection. Make data readily available to ZohoCRM. How? Well, let's setup...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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" " and obviously want to display these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify store with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can then click on to select a particular day. Some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method and payment...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and security very seriously, and they have implemented several measures to protect the data and models that are used by their services. When you train a model with OpenAI's services, your data is encrypted and stored in a secure environment, and access...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Staff[ID != 0]; for each c_Employee in l_ApplicableStaff { info c_Employee.Name; // // reset the stuff they already have in their subform "Usual Shift" c_Employee.Usual_Shift.clear(); // // great now let's build a ZohoCreator subform c_UsualShift =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Error(s) Encountered items with opening stock cannot be deleted, set the opening stock to zero: Guess who's going to have their opening stock set to zero, save the record, then delete it. Source(s) Stack Overflow - Using the Zoho Inventory API can you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not... This article is a start and adaptation of my previous article Convert to Proper Case...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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without using any other apps or software. How? Here's how to use it: Staff member clicks on button File downloads to their workstation Here's what's happening in the background: File is generated FIle is attached to the last record of the source data...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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