Assuming deal is required, the following 28 results were found.
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code: /* ******************************************************************************* Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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var o_QuoteDetails = ZDK.Apps.CRM.Quotes.fetchById(o_InvoicedQuote.id); console.log(o_QuoteDetails); // consider map over deal from quote to invoice lookup field (if quote deal is not blank) if (o_QuoteDetails.Deal_Name_Lookup_Id != null) { // check on...
- 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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a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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can contain up to 25 criteria. Use parenthesis for precedence. Pagination: LIMIT offset, limit: v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 400,2"; // returns 2 deals after the first 400 records //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record. Why? Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A super quick article 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A module called "Opportunities_X_Products" is likely to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users". Find records...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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field var v_RateCard = ZDK.Page.getField('Which_rate_card_is_this_based_off').getValue(); // get opportunity lookup (related deal) of this record let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue(); let v_DealID = r_DealLookup.id; let...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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first and last name v_FirstName = "BILLIE-JO"; v_LastName = "MCDONALD-O'LEARY ii OF CAMBRIDGE-worcester-OXFORD"; // // let's deal with double or triple barrelled first names v_FirstName = v_FirstName.replaceAll("-", " :|JOEL|: ", true).proper();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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} // // ---------------------- QUOTE LINKED POTENTIAL/OPPORTUNITY ---------------------- if(!isnull(r_QuoteDetails.get("Deal_Name"))) { m_CreateEstimate.put("zcrm_potential_id",r_QuoteDetails.get("Deal_Name").get("id").toLong()); } // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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FROM "Contacts" con ) AS t2 LEFT JOIN "Joels Image Library" img2 ON t2."Status" = img2."Status Value" UNION ALL SELECT 'CRM Deals' AS "DataSource", date(t3."ModifiedTime") AS "Date", t3."RecordID" AS "Record ID", t3."RecordName" AS "Record Name",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit but one of the options has a comma in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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try...catch()... statement working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *