Assuming case is required, the following 143 results were found.
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A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but here's the snippets for the various DSTs around the world. US (Except...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to get this to prompt you again. How? This largely depends on whether you are using the Google Chrome web browser. In this case version 100 and is correct at time of print. Open Chrome Web Browser Click on the vertical ellipsis/3 dots icon int the top...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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searches will return 200 results non-matching, so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve payment mode, amount and date v_PaymentMode = ifnull(r_Result.get("payment_mode_formatted"),"");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho Inventory Package...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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to create a string of a length, converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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outcome is the appending of a row to the subform based on the start date (first field in the subform) match in which case it should re-add the row with an "End Date" specified (blank or not). console.log("Joel Lipman - 20221018...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module where our client wants to query Zoho Recruit via the API but...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products. Why? Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to these instead. ZohoCRM: Get Details as Zoho User The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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This is an article documenting how to remove the block on changes to a system field 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most essential part of a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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v_Pipeline = r_DealDetails.get("Pipeline"); } } } return v_Pipeline; } Give the argument/parameter "p_DealID" which in this case will be a string. Use the # symbol to map it to "Deals.Deal Id" Save and close the function In the list of functions, hover...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *