CRM - Joel Lipman .Com

Zoho CRM: Standard Setup for Tax Rates

: Joel Lipman; Zoho; 02 September 2021; Hits: 3769

What?
This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference.

Why?
Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat.

How?
Here's a quick step-by-step to follow:

Zoho CRM: Permission Denied for Quote Conversion Mapping

: Joel Lipman; Zoho; 02 September 2021; Hits: 2744

What?
A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page...

Zoho CRM Issue: Permission Denied for Quote Conversion Mapping: the Error

Why?
I wanted to map a billing street 2 and shipping street 2 from the Account module to the 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.

How?
Therein lies the reason. For the quote conversion mapping, it needs the CRM Invoice module as well.

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)

: Joel Lipman; Zoho; 01 September 2021; Hits: 9536

What?
A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd.

Why?
Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as "dd/MM/yyyy", how do we guarantee that the system will understand the date correctly?

How?
It may be that when obtaining a date string and applying the method .toString("dd/MM/yyyy") is dependent on the settings. But making a date into a SQL format or from largest denominator to smallest in "yyyy-MM-dd" will usually handle the date better.

ZohoCRM: Deluge: Map a custom field from user profile

: Joel Lipman; Zoho; 01 September 2021; Hits: 3710

What?
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.

Why?
A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line.

How?
The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), and updates the Opportunity/Deal/Potential record.

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)

: Joel Lipman; Zoho; 01 September 2021; Hits: 2872

What?
A quick article to explain why the full name might appear in the last name field in Zoho CRM.

Why?
We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman" - when Joel is not my middle name).

How?
This is a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix.

Zoho CRM & Zoho Books: Get SalesPersons

: Joel Lipman; Zoho; 30 August 2021; Hits: 3477

What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.

Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person.

How?
So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead.

Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)

: Joel Lipman; Zoho; 26 August 2021; Hits: 5262

What?
This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a pair of double-quotes.

Why?
Our use case is that we were trying to loop through rows of a CSV file which contained addresses which in turn contained commas. Saving this as a CSV and asking Deluge to parse the data in the appropriate columns was not working as expected.

How?
The quick answer is a regex that will replace any commas between two quotes with a custom string, to be exact:

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v_FormattedData = r_Data.replaceAll("(\"[^\",]+)[,]([^\"]+\")","$1|mySpecialComma|$2",false);

v_FormattedData = r_Data.replaceAll("(\"[^\",]+)[,]([^\"]+\")","$1|mySpecialComma|$2",false);

Category: Zoho :: Article: 759

ZohoCRM: Process all records of a module

: Joel Lipman; Zoho; 24 August 2021; Hits: 3611

What?
A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice.

Why?
Whether you have a few hundred records, or a few hundred thousand records, we sometimes want to write a function that will check each record and mark it so that the process doesn't repeat on records that have already been checked.

Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I have thought of an alternative that I now use frequently in client systems.

How?
The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then loop through each record and do what it has to do. The workaround here is that we order this by modified time. When the checkbox gets updated, this modifies the record and puts it at the bottom of the list.

Zoho CRM & Zoho Books: Custom Related Lists Deluge

: Joel Lipman; Zoho; 30 July 2021; Hits: 4711

What?
This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists.

Why?
Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution.

How?
So the article below shows how to do this Zoho CRM and how to do it in Zoho Books...

ZohoCRM: zoho.crm.searchRecords only returns certain records

: Joel Lipman; Zoho; 29 July 2021; Hits: 4244

What?
This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of 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 documentation and due to the searchRecords function requiring it's 5th parameter which defaults to "not converted" records:

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<variable>=zoho.crm.searchRecords(<module_name>,<criteria>,<page>,<per_page>,<search_value>,<connection>);

<variable>=zoho.crm.searchRecords(<module_name>,<criteria>,<page>,<per_page>,<search_value>,<connection>);

Category: Zoho :: Article: 755

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects

: Joel Lipman; Zoho; 27 July 2021; Hits: 4220

What?
This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but 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 "Save & Close" button would submit the form and then redirect the user to the report view of the records.

Sounds simple but you can only set a form to redirect to one link and adding a HTML anchor link (<a href>) to the page won't help as you need to submit the form before redirecting the user. A HTML <input type=submit> element to the page won't help either as you need to redirect the user to the specified report after submitting the form.

How?
Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field.

Zoho Creator: Assign an integration field value with an integration value

: Joel Lipman; Zoho; 27 July 2021; Hits: 2711

What?
This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately.

Why?
If you try to update an integration field via deluge with another integration field or even the same integration field, it will return an error

Unable to update the value to r_RecordDetails.Account. Line:(442)

How?
It is written in the documentation albeit difficult to find: an integration field returns an ID as a string. If you want to assign it to an integration field, you have to convert it to a number with .toLong().