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Assuming lipman is required, the following 656 results were found.

  1. Zoho Templates - Font size is inexplicably tinyhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-templates-font-size-is-inexplicably-tiny.html

    What? This is an article resolving an issue where a template will shrink all the text when in PDF preview. Why? Ok doesn't need a song and dance about it, but I went home yesterday downtrodden by an issue which I'd been working on for most of the day...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Deluge - Generate 5 Letter Booking Retrieval Codehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-5-letter-booking-retrieval-code.html

    What? This is a quick article on how to generate a 5 letter code from several functions: one which returns 5 randomly selected characters and another two which convert a number to 5 letters. Why? Zoho doesn't have a function to generate random numbers...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge - Some Useful Regular Expressionshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-some-useful-regular-expressions.html

    What A more comprehensive post on some other regex (regular expressions) to format values in Zoho. How? The following will remove any non-digits: v_MyString = "Hello World 123"; v_MyFormattedString = v_MyString.replaceAll("[^0-9]",""); // yields 123 The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Deluge - Get distance between two coordinateshttps://joellipman.com/articles/crm/zoho/zoho-deluge/get-distance-between-two-points-in-zoho.html

    What? A quick article to document how to calculate the distance "as the crow files" between two coordinates given the latitude and longitude of each. Why? Well, you can pay for a good Google solution that will distance following roads and the such but.....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

    What? A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Deluge - Modify the product line items in an invoice modulehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

    What? This is a reminder on how to swap out a product in an invoice. Why? A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a product that they didn't stock. How? So editing the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. Zoho Deluge - Counting in a Map dataTypehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    the following in a form/report called "Stock_Upload": RowID Name SKU Account Email 0001 Test Product 1 TEST001 test1@joellipman.com 0002 Test Product 1 TEST001 test1@joellipman.com 0003 Test Product 1 TEST001 test1@joellipman.com 0004 Test Product 1...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  8. Zoho Deluge - First Monday of Month or Last Tuesday of Monthhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-first-monday-of-month-or-last-tuesday-of-month.html

    What? An article on setting a date field to either the first Monday of the next month or to the last Tuesday of the current/next month. What I mean by the last Tuesday is if the last Tuesday of the month is before the current date, then set it to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  9. Zoho Creator: Retrieve record with case-insensitive queryhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-retrieve-record-with-case-insensitive.html

    What? Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive. Why? Consider that I have the following creator table: Product_Name Product_SKU -------------- ------------- MyProduct1 TEST01 Myproduct2 TEST02...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Deluge - Compare time and currenttime with timezonehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-compare-time-and-currenttime-with-timezone.html

    What? This is a quick article to demonstrate how to compare two datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Deluge - InvokeConnector and useful snippetshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-invokeconnector-and-useful-snippets.html

    What? So this is an article with some common snippets of code that use the InvokeConnector and do things we can't do in shortcode. List CRM Users (ActiveUsers) Note that this is somewhat superseded by: l_Users = zoho.crm.getRecords("users") or r_User =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Deluge - Determine Quarter from Date with Fiscal Yearhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-quarter-from-date-with-fiscal-year.html

    What? This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month. Why? Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3... How? I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  13. Zoho CRM/Creator - Common Errors & Gotchashttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    What? A quick article on how to debug some errors in Zoho. Why? I wanted a general note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue. How? So I'm going to try and list...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    What? This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

    What? A very quick article on how to push a 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date Stringhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-xero-date-unix-timestamp-to-standard-date-string.html

    What? So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    in Zoho Creator and nor is List when submitted as a file attachment. sendmail [ from: zoho.adminuserid to: "info@joellipman.com" subject: "Testing an attachment" message: "This is a test" attachments: file: input.my_upload ]; // success! Send mail...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. Zoho Deluge: Get Image Uploaded in Creator Formhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-image-uploaded-in-creator-form.html

    What? So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page. Why? There might be different articles out there and discussion forums that do cover this but it takes me so long to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    What? This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and sometimes it won't. Escaping the ampersand with a backslash...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. Zoho Creator: Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-expecting-zc-subform-250-expression-found-collection.html

    What? A very quick article as I couldn't find anything on the WWW to document this error. Why? During a data migration, I was using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
Results 121 - 140 of 656