Assuming customer is required, the following 69 results were found.
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is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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"America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg" (+01:00). We want to tell our customer they have an appointment at 4pm their time in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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// // some Stripe variables (add your own here) v_StripeTerminalID = "tmr_ABCDEFGabcdefg"; v_StripeCustomerKey = "sk_live_1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ"; V_StripeLocationsEndpoint = "...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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- Type: Category
- Language: en-GB
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coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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category type (see dropdown options) --- Assigned to developer Name --- Originator/Source (Self, Email, Phone, System) --- Customer Name --- Customer Ref/JUser ID (Joomla! registered user or email address?) --- Priority (High, Medium, Low - configurable...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there but this is a one-click accept or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Statuses m_TranslateStatuses = Map(); m_TranslateStatuses.put("DRAFT","Draft"); m_TranslateStatuses.put("SENT","Sent to Customer"); m_TranslateStatuses.put("DECLINED","Cancelled / Rejected"); m_TranslateStatuses.put("ACCEPTED","Approved by Customer");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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- Type: Article
- Category: Static Items
- Language: *
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with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be able to download this file. How? The trick to doing this is that actually...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by a customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_TranslateStatuses.put("SUBMITTED","Pending Approval"); m_TranslateStatuses.put("AUTHORISED","Sent to Customer"); m_TranslateStatuses.put("PAID","Paid in Full"); m_TranslateStatuses.put("DELETED","Cancelled");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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- Type: Category
- Language: en-GB
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including email address demographic information such as postcode, preferences and interests other information relevant to customer surveys and/or offers What we do with the information we gather We require this information to understand your needs and...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: en-GB
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Register the App Setup the Connector How do I determine what datacenter to use? To find out which datacenter your client/customer is using in Zoho, check the domain and specifically the top-level-domain (TLD) part. For example, if it says zoho.com, then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *