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 currency is required, the following 22 results were found.

  1. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho CRM: Get Unique Values of a Text Fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    website so we'll skip to the COQL query. This is what I have: // // build up COQL query v_CoqlQuery = "select distinct Currency from Quotes where Subject!=''"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    + v_BooksOrgID type :GET connection:"zbooks" ]; for each m_Currency in r_Currencies.get("currencies") { m_Currencies.put(m_Currency.get("currency_code"),m_Currency.get("currency_id")); } info m_Currencies; // // --------------------------------- // get...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. MS Excel: Convert a text to a numberhttps://joellipman.com/component/content/article/ms-excel-convert-a-text-to-a-number.html?catid=110&Itemid=165

    in Microsoft Excel to number values... Why? OMG. Seriously Microsoft! I have spent an hour trying to convert a column of currency values to a number using Microsoft Excel 2010. Since when did MS Excel stop understanding what a NUMBER was? I have a...

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

    or not). console.log("Joel Lipman - 20221018 -------------------------"); // get some values from the current record var v_CurrencyCode = ZDK.Page.getField('Currency').getValue(); var v_ConsultantLocation = ZDK.Page.getField('Location').getValue(); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/component/content/article/windows-os-alt-codes-symbols-special-characters.html?catid=80&Itemid=165

    for "Alt Codes" or "Symbol Codes" in a search engine for a full list. Meanwhile, here's some that you may need frequently: Currency ¢ Cent sign 0162 £ British Pound 0163 € Euro currency 0128 ¥ Japanese Yen 0165 ƒ Dutch Florin 0131 ¤ Generic currency...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  7. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    v_QuoteStage = ifnull(r_Result.get("Quote_Stage"),"-"); v_QuoteCurr = ifnull(r_Result.get("Quote_Currency"),"GBP"); v_QuoteTotal = ifnull(r_Result.get("Total_Amount"),0.0).toDecimal(); v_ExchangeRate = ifnull(r_Result.get("Exchange_Rate"),1);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. ZohoCRM: Using Criteria with Module Record Counthttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    data types are picklist, id, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, integer, currency, decimal and double. You can search for a maximum of 10 criteria (with same or different columns) with equals and starts_with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    = o_ThisLineItem.VAT1; o_NewLineItem.VAT_Line_Item_Total = o_ThisLineItem.VAT_Line_Item_Total; o_NewLineItem.Vendor_Currency = o_ThisLineItem.Vendor_Currency; // going to create a new set of line items a_NewSuformRows.push(o_NewLineItem); } } } //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Joes Bug Tracker (JBT)https://joellipman.com/component/content/article/joes-bug-tracker-jbt.html?catid=53&Itemid=165

    page. CHANGELOG v? (?) - Support for Joomla! FTP upload. - File Download: Payment Options --- merchant ID, --- amount --- currency, --- paypal, google, --- order ref, --- download limit, --- download period, --- thank you message v0.1 (06/07/2011) -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  11. Zoho Deluge - Modify the product line items in an invoice modulehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

    Note(s): Just a list of fields to build up a Product Line Item: "Product_Details": [ { "product": { "Product_Code": null, "Currency": "USD", "name": "Test Product", "id": "1642130000000104087" }, "quantity": 1, "Discount": 0, "total_after_discount": 0,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    like the following request: { "Subject": "My Test Quote", "Product_Details": [ { "product": { "Product_Code": "TEST1", "Currency": "GBP", "name": "My Test Product", "id": "123456789012345678" }, "quantity": 5, "Discount": 0, "Tax": 0.99, "list_price":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test Reference", "terms": "These are our test terms and conditions",...

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

    = "https://api.stripe.com/v1/payment_intents"; m_Params = Map(); m_Params.put("amount",v_StripeAmount); m_Params.put("currency","gbp"); //m_Params.put("automatic_payment_methods[enabled]", false); m_Params.put("payment_method_types[]","card_present");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    l_JsonOrders = List(); // // start preparing CSV file to email for export v_ReportCSV = "Date,Order ID,Status,Amount,Currency,Notes"; l_CsvFileRows = List(); l_CsvFileRows.add(v_ReportCSV); // // get access token v_AccessToken =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    set the field value to the formatted value ZDK.Page.getField("Weight_kg").setValue(v_ProductWeightFormatted); // now for currency fields var v_ProductPrice = ZDK.Page.getField('Unit_Price').getValue(); var v_ProductPriceFormatted =...

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

    v_TotalQuantity = v_TotalQuantity + v_ThisQuantity; // v_PriceDisplay = if(c_Quote.Unit_Price && c_Quote.Unit_Price > 0,v_CurrencyHtmlEntity + c_Quote.Unit_Price.round(2),"-"); v_PriceValue = if(c_Quote.Unit_Price && c_Quote.Unit_Price >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    l_HeaderColumns.add({"key":"po_status","value":"Status"}); // amount/total is a currency column we want aligned on the right l_HeaderColumns.add({"key":"po_amount","value":"PO Total","align":"right"});...

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

    ZDK.Page.getField('Shipping_Street').setValue(o_QuoteDetails._Shipping_Street); ZDK.Page.getField('Currency').setValue(o_QuoteDetails._Currency); ZDK.Page.getField('Terms_and_Conditions').setValue(o_QuoteDetails._Terms_and_Conditions);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    m_UpsertCrmInvoice.put("Due_Date",d_XeroInvoiceDueDate.toString("yyyy-MM-dd")); m_UpsertCrmInvoice.put("Currency",m_ThisInvoice.get("CurrencyCode")); // // some custom fields I created in CRM to store the data...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 1 - 20 of 22