Assuming need is required, the following 277 results were found.
-
version (following updates) making it as generic as I can in order to apply it to any client. How? Firstly, you will need to browse to https://accounts.zoho.eu/developerconsole and register your new app (or the one you will have completed once copying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: en-GB
-
").get(0).toLong().toTime(); // yields 15-Apr-2020 17:00:00 Update 2025 A few more years and a few more systems later, we need to parse out the timezone so its reusable, and also need to account for when timezone is not included in the Xero date/time:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be able to download this file. How? The trick to doing this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
simple but you can only set a form to redirect to one link and adding a HTML anchor link () to the page won't help as you need to submit the form before redirecting the user. A HTML element to the page won't help either as you need to redirect the user...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
for new developers to follow and learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
using a Product SKU. Community forums could only suggest looping through all the products. I then felt that actually I just need the Product IDs. This method could do with some refinement and perhaps if I find a better way to do this, then I'll put it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document 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....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
= v_PreselectedValue; // // hide (comment this out if you are still debugging) hide Hidden_Fields; Then we need a workflow/trigger that runs whenever a user clicks on one of these date boxes (On User input of Calendar Day Select). The key to remember...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
an image from Zoho Inventory to eBay. How? Again, there is a caveat in that the subscription you have or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
-
and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; var v_DealRate0 = r_DealDetails.Rate_Year_1_0; var v_DealRate1...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
headers:m_Headers ]; info r_ReaderPaymentHandOff; } return r_ReaderPaymentHandOff; The incoming webhook You now need to receive the Stripe webhook when it comes back into ZohoBooks to record it against the invoice. Note how we added the invoice...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
// initialize v_ShipmentStatus = "error"; v_TrackingNumber = ifnull(p_TrackingNumber,0); // // specify your DHL API Key (no need for the secret or base64 encoding) v_DHL_API_Key = "1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ"; // // build up header m_Header =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
-
answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include these in her...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
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? Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
and don't have anything identifying per user. So this function uploads the image to the client's workdrive and you will need the long hash ID of the folder: Login as the client to ZohoWorkdrive (www.zoho.com/workdrive) Signin or Access You should be in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
frameworks and have it send AJAX commands to a server which reads/writes information to your Zoho instance via API. No need for the Zoho Widget SDK. Why? At time of print, I felt the documentation was a little sparse on how to connect a JS widget to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *