Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming well is required, the following 154 results were found.

  1. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    ) GROUP BY invitm."Item ID", invitm."Quantity" And lastly we can group by invoices in the month and sum up the profits as well as include the customer name and other invoice references for the client's report: SELECT MAX(invsopoitm."Invoice Date") AS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of pages as well as the number of products per page: The GraphQL The key value to retrieve is "cursor"; we're also going to use "hasNextPage"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link. In Design mode: Add a special field of type "Add Notes" to your form. I'm going to call it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token...

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

    They bring up the invoie in ZohoBooks, click 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...

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

    to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I...

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

    Click on the "Email Deliverability" tab Under Authentication, click on "Validate Records" Note the DKIM and SPF values as well as the subdomain value: DKIM Subdomain: 1522905495316._domainkey. DKIM Value: k=rsa; p= SPF Value: v=spf1 include:one.zoho.eu...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. 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

    the EU datacenter. I have a connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    + "?organization_id=123456789&","new window"); } Delete the file We need to delete this file from the attachments as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    URL" column again and select "Format Column" > Select under Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    person to email - Superceded by including "send=true" in the invoice creation request More Info: Error 1038: JSON is not well formed - Encountered when trying to use the send an invoice API - Was sending to_mail_ids in the URL instead of the body...

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

    a quote builder form 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found that Shopify would intermittently remove our webhooks. This would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    lead owner (there is no owner at assignment rule stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use...

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

    nice-to-have is if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    To use other fields that could be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I couldn't spend time finding fields that can be 'placeheld', other than what the interface offers, into the template....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    eBay allows users to request the deletion of their personal data from eBay's own systems, as well as from the systems of all partners who store or display that data, including third-party developers integrated with eBay APIs through the eBay Developers...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

    core fields, address, and line item. This took me a while to get the right syntax for writing to the invoice line items as well as setting the value of lookup fields so I thought it was worth an article and may help someone else (or even myself) in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 121 - 140 of 154

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF

Please publish modules in offcanvas position.