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Assuming appointment is required, the following 7 results were found.

  1. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *

  2. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start Date v_GivenDate = '2022-07-21'; // // setup list to loop...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *

  3. Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    Assuming my multi-lookup field is called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field hasn't been...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *

  4. Zoho Creator: Copy Subform to other Subformshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-copy-subform-to-other-subforms.html

    A quick article on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *

  5. Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  6. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will need to follow these steps to get the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *

  7. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    Map(); v_UserID = 0; v_UserProfile = ""; l_DisallowedProfiles = List({"Agent"}); l_DisallowedOptions = List({"New Lead","Appointment Booked","Lead Confirmed"}); // // capture event m_Webhook = crmAPIRequest.toMap(); // // check if user info is provided...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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