Assuming would is required, the following 209 results were found.
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Zoho CRM Client Script. Why? A client wanted an automation 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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} } For historical records The below snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference and Vacancy reference: /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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suffix Type Type the parameters you want as default Press /settings Settings will default some settings although, again, I wouldn't recommend these if you're just starting off. Leaving these on default as you experiment and become more familiar with the...
- Type: Article
- Author: Joel Lipman
- Category: Graphic Design
- Language: *
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on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes = ""; v_CssNotes = v_CssNotes + ".subformRow...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to the above within the same function to return a map. Note that this is for fixedpriceitems only. For auction ones, you would need to adjust the parsing code below to capture auction details. This includes a split for any multi-line item orders: // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c What I want Me,Myself,I a,b,c How? So in this article I just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /* *******************************************************************************...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the client. Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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of you, 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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(different per user) at the bottom of the email message. How? So there are a few issues with displaying images which would have other solutions, such as hosting the images on a web-server, or converting to a base64 or an SVG. ZohoCRM signatures seem to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice. You would need to record the attachment ID and only push it to Analytics if Analytics doesn't have that attachment ID in its table...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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connection:"zcreator" ]; info r_Upload; } } Additional: I thought having a file and then using ZohoCreator .content would be a good way to store data exceeding 64Kb but instead I found using additional multi-line fields performance-wise was better: //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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: *
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display events for this month from ZohoProjects. How? The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank response... The reason it was blank was due to my parameters; the key item to remember is that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the image and not the URL text. In this example, we are using images uploaded in the Zoho Analytics image library but you would need images either uploaded in Analytics or a publicly accessible image without a user wall. Pre-amble Have all the images...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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of the document. I know this exists in ZohoSign already but we don't expect staff to go to another app to check on this and would rather see it directly in ZohoCRM on the relevant record. So the more observant among you will have noted that I'm...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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getting our users to learn about hexadecimal color references and Red Green Blue (RGB) values is somewhat difficult. What would be 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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