Assuming client is required, the following 113 results were found.
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Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article with a snippet of code demonstrating how to manage a subform using a 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the top right next...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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some element IDs to the canvas view page on each of the tabs. Then we'll make an OAuth function that can be executed by the client script which returns the value of the Pipeline given a deal record ID. Finally, we'll have client script execute this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the global variables at the beginning of the code specific to your app and the rest should work... // specific to this app $CLIENT_ID = ''; // expecting *.apps.googleusercontent.com $CLIENT_SECRET = ''; // expecting alphanumeric string $STORE_PATH = '';...
- Type: Article
- Author: Joel Lipman
- Category: Google
- Language: en-GB
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An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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if you click on the plus icon next to Sales Order (creates a new sales order) on the quote record, the fields auto-map. The client script below does the same for invoice as the quote lookup is a custom field on the invoice. How? First, we'll setup a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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example, we are going to setup a connection in Zoho Books on an EU datacenter: First determine what datacenter your client is using Register the App Setup the Connector How do I determine what datacenter to use? To find out which datacenter your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's name...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the data within Shopify. Why? At time of print, we have woken up to the news that including a username and password, or a client and secret in the endpoint of a URL will no longer be supported in the Zoho Deluge invokeURL task... This article exists...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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generate an authtoken v1 (CRM Deprecation Sunset Date: 31st December 2019). Go to the Zoho Developer Console Create a Zoho Client ID Either use self-client for a code or use the below to generate one. Code Here you will need your own client ID and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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use the ProjectFork extension to manage projects, it helps during times when we can't see face-to-face with colleagues or clients. Startup Meeting For you to discuss: Aims / Objectives Deadlines / Milestones Target Audience (Internally Centered? /...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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respond in less than 1 second m_Payload = crmAPIRequest.toMap(); m_Blank = Map(); // // you created an app that generated a client ID and a client secret and resulted in an access token // the client secret used when generating the access token should...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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Authentication - OAuth 2.0 using PHP/cURL... In that this one doesn't prompt for a user. Again this script doesn't need the client libraries, composer, vendor, etc. Why? This took me the best part of a month to get working. It is taken from Google's...
- Type: Article
- Author: Joel Lipman
- Category: Google
- Language: en-GB
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Connectors from dev.MySQL.com MySQL Connector/Net Type: .NET Framework Class Library Usage: MySql.Data.MySqlClient.MySqlConnection Manufacturer: MySQL Standard Server=myServerAddress;Database=myDataBase;Uid=myUsername;Pwd=myPassword; Default port is...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server
- Language: *
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draft article on a standard development project. The below is just a draft agreement and has to be mutually agreed. As the client, feel free to adjust, suggest and query against this. Here is an outline agreement between joellipman.com and you: Once I...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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This is an article to document how I got a client's eBay to notify the seller every time a buyer bought a fixed price item. This uses the Trading API even though I'm aiming for the Platform Notifications API... Why? A follow on from my article Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *