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Assuming been is required, the following 154 results were found.

  1. Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    my code should be something like the following: // // get 100 most recent appointments where this field hasn't been populated l_Appointments = Appointment[Zoho_Inventory_Package_Slips == null] sort by Added_Time desc range from 0 to 100; for each c_Appt...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  4. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    module where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  5. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    m_Message.put("content",v_Content); l_Messages.add(m_Message); } } The one to rule them all So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the conversation along with new cliqs: //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  6. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    Export & Comparison"; v_Message = "Please find attached a log of " + v_CountRows + " Product(s) from Shopify that had been updated on " + zoho.currenttime.subDay(1).toString("EEEE, dd-MMM-yyyy") + " "; v_Message = v_Message + "There were " +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    "\n\n- ChatGPT"; } } } // if(!b_ContactedChatGPT) { my_Text = "Oops! I didn't understand that last question. Calm down, I've been upgraded to version 2.0 so as to give you a better response.\nThe error is:\n \"Something went wrong.\"\nClick...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    a nightly schedule which checks on all the shipments from a certain date and updates the shipment status for items that have been delivered: Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    re-upload of photo for item on any modification Date Modified: 2023-03-20 (Joel Lipman) - Check if payment has already been recorded before creating a new one. - Fixed reference_number being included on customer payment. Date Modified: 2023-03-21 (Joel...

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

    find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    The above demo uses the EU datacenter (zoho.eu) rather than the US datacenter (zoho.com). Update 2023: This solution has been superceded by instead directing the ZohoTicket Attachment trigger (internal webhook in ZohoDesk rather than on Ticket Edit) and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  13. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    = ZDK.Page.getField('Extra_Confidential').getValue(); // if this is a sensitive record, ie "Extra Confidential" has been ticked if (b_ContactConfidential) { // prompt with a confirmation box var b_Proceed = ZDK.Client.showConfirmation('Do you want to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. How? So first, this article shows you how...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    Fn - Shopify - Restore Webhook Trigger: Scheduled function to check on Shopify webhooks and to restore them if they have been removed. Inputs: - Outputs: - Date Created: 2024-04-22 (Joel Lipman) - Initial release Date Modified: ??? - ???...

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

    sent to another supplier for grading, and then sent on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    when ZohoSign sees a completed document Purpose: This function is used as a webhook when ZohoSign detects a document has been completed Inputs: crmAPIRequest Outputs: crmAPIResponse Date Created: 2024-08-06 (Joel Lipman) - Initial release - Modified to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

    the CSV export file containing the Data. "; // if(!isBlank(v_PermaLink)) { v_Message = v_Message + " The export file has been uploaded to the workdrive. The direct link to the file is " + v_UploadFilename + ". "; } // v_Message = v_Message + "This file...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Workdrive
    • Language: *
  19. ZohoCRM GetRelatedRecords INVALID_DATAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    { // // cancel all related quotes // (...) // // cancel all related sales orders (including those that have been approved or converted) l_RelatedSOs = zoho.crm.getRelatedRecords("SalesOrders", "Deals", m_Deal.get("id"), 1, 200, m_IgnoreRestrictions);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho Deluge: Nested Catch Statementshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    if the first 2 fail for whatever reason. How? Admittedly, perhaps this maybe wasn't possible but as of February 2024; I have been able to test and implement this. Consider the following code: try { v_Test1 = "Foo"; info v_Test1.toLong(); } catch(e) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
Results 61 - 80 of 154