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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 opportunity is required, the following 10 results were found.

  1. 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: *

  2. 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: *

  3. 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: *

  4. 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: *

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

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

  6. 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: *

  7. 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: *

  8. 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: *

  9. 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: *

  10. 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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