Assuming update is required, the following 127 results were found.
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modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass edit on a listview of products but...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a photo in Zoho Creator but the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to update the photo in the CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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]; } else { v_OutputMessage = "No email was specified on this record. Cannot send this quote."; } return v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the Opportunity record. If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record - but now pulled from Opp or from set values)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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users] 2023-03-20 Like my previous article, this needs to be fed contextual data to continue a conversation Done 2023-03-11 Update November 2024 Code to get this working with GPT 4o Mini: // requires a paid account: https://platform.openai.com/api-keys...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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case Zoho Inventory. So for this, I've set up 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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{ m_Accounts.put(r_Account.get("account_name"),r_Account.get("account_id")); } } // // build the update or create request m_CreateBooksItem = Map(); m_CreateBooksItem.put("name",v_ItemTitle); m_CreateBooksItem.put("sku",v_ItemSKU);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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l_InvoiceLineItems.add(m_NewLineItem); } m_InvoiceDetails.put("line_items",l_InvoiceLineItems); // // create or update if(v_BooksInvoiceID != 0) { r_InvoiceSO =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code": 2945, "description":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the attachment ID and only push it to Analytics if Analytics doesn't have that attachment ID in its table already... or updates it if it does. You might want to add to the code to only push valid image file types as files. The report will work for Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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Zoho People Login to ZohoPeople as a system administrator Click on the cog icon in the top right to go to the setup screen. Update 2025: Click on "Employee Information" > "Automation" > "Schedulers" > "Custom Schedulers" Pre Zoho People v5: Under...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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What? A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue. Why? Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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+ m_SurveyBody.get("Email")); for each m_ContactResult in l_SearchContacts { // // if found then simply update the contact if(!isNull(m_ContactResult.get("id"))) { v_CrmContactID = m_ContactResult.get("id"); m_UpdateContact = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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If you can see "Automatic Import" then selecting this will run you through setting up the connection again. If you can see "Update Credentials" then selecting this should also run you through setting up the connection again (never seen this option...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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published. Step Three: To finish and make it all work requires editing of a single file in the Joomla installation. If you update or reinstall Joomla you will possibly lose this modification and have to apply it again. The file that you will be editing...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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been upgraded to, I've noticed some differences that I've noted down below. Specific Joomla Template Providers Everytime I update this article, Joomla seems to come out with a new version. If you have installed Joomla 2.5, this is now a setting in the...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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Update for Joomla 2.5.x Note that Joomla versions 1.6 upwards include this as an option in the global configuration settings which you can access using your Joomla admin panel: Template Manager Options Preview Module Positions -> Disabled or Enabled You...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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then there are some settings you need to change in the plugin options: Inclusion Syntax = NO Auto-verify =YES Update 16.NOV.2009 I don't see this supported anymore so I wouldn't recommend using the JezRecaptcha plugin. In fact I'm not impressed with...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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too many changes is a hard process to keep track of. Joomla 1.6.x Responding to a comment by J16 User (9 July 2011): As an update for those of us brave enough to use the upgraded CMS, I have looked into this and it would appear that Joomla! CMS have not...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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in Joomla 2.5 Name: E-Mail: Sample CheckBox: Sample SelectList: yes no Ajax Response Ready, Willing and Able Big Note: UPDATE 2012 It is important to refer to the correct mootools scripts in order for this to work. Unfortunately, clients who sign up to...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB