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Assuming opportunity is required, the following 11 results were found.

  1. Zoho CRM: Update Opportunity Type as New or Existing Businesshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-opportunity-type-as-new-or-existing-business.html

    A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account. Why? Mainly for reporting purposes. We want...

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

  2. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    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 so it is their name in the Account field. When a quote is raised off the...

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

  3. Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    // get value of trigger 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 =...

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

  4. ZohoCRM: Deluge: Map a custom field from user profilehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following...

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

  5. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    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 relevant to this...

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

  6. GDPR Privacy Policyhttps://joellipman.com/component/content/article/gdpr-privacy-policy.html?catid=50&Itemid=165

    • Type: Article
    • Category: Static Items
    • Language: *

  7. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    l_FieldsToMonitor.add(input.Contact); l_FieldsToMonitor.add(input.Account); l_FieldsToMonitor.add(input.Opportunity); v_eTag = zoho.encryption.md5(l_FieldsToMonitor.toString()); // // now compare to stored eTag if(v_eTag != input.eTag) { input.eTag =...

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

  8. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    in ZohoCRM. 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,...

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

  9. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    } // // ---------------------- 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: *

  10. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    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 user. How? So there's a bit of a pre-amble for setting...

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

  11. htaccess Rewrites SEF URL and submits to PHPhttps://joellipman.com/articles/cms/website-development/php/htaccess-rewrites-sef-url-and-submits-to-php.html

    [NC] But, er, I like that first check (myFolder) that the submitted URL matches the format of your site (and a lot more opportunity to check for malicious code).

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
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