Assuming using is required, the following 332 results were found.
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it to the computer immediately) and then removed from wherever it was downloaded from... All within ZohoBooks without using any other apps or software. How? Here's how to use it: Staff member clicks on button File downloads to their workstation Here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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and even include the function that makes it work: Business Process Customer visits website to report a faulty product; using website form or chat. Customer can upload or send to agent to upload to a Zoho Desk support ticket as an attachment. The ticket...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for reading the data from Analytics, we cheat by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following: Login...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName = "my_portal"; v_PortalID = "789456123"; // // get all projects v_EndpointProjects =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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Send the Zoho Sign Template with the pre-filled fields to the desired recipient/ recipients r_SignResponse = zoho.sign.createUsingTemplate(v_TemplateID,m_Parameters); // info r_SignResponse; // // get request and document IDs r_SignTemplate =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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OR phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= "#00FF00"; // // transform or format the submitted value v_HexValue = v_HexGiven.replaceAll("#", "").toUpperCase(); // // using a regular expression: split into pairs of characters or if short hex given, then split into 3 characters l_HexParts =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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but it boils simply down to the zoho.crm.getRelatedRecords() not retrieving related records which are clearly visible when using the CRM. The cause of the problem is the same as covered in my article Joel Lipman - ZohoCRM: zoho.crm.searchRecords only...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID ascending) and will attempt to delete...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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If you really need it although this is the basic CRM function to return the line items from the quote using InvokeURL so as to use CRM API v7 and get the custom fields as well: string standalone.fn_Quotes_GetQuotedItems(Int p_QuoteID) { /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the record details of this deal // not this way: var r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_ThisRecordID); // but using a custom OAuth function: Setting this as REST API alone did not enable it. var r_DealDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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why not make your own? How? So you will need a webserver of your own running PHP 8. The following PHP script was only tested using PHP version 8.x so I can't say whether it will work for previous versions. I cannot take credit for this script, as I...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: *
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+ ".json"; r_GetOrder = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; info r_GetOrder; Now Continuing... Using the API Admin Access Token: r_ShopifyAPI = API_Integration[Connection_Name == "Shopify API"]; v_ClientID = r_ShopifyAPI.Client_ID;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Email, and Survey ID mapping as appropriate. Click on 'Save' button at the bottom of the page Source(s): Trigger Invitations using Zoho Survey API
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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overwriting the invoice subject. Category is Module, Page is Create Page (Standard) (change this depending on if you're using a canvas or not) Module is Invoices Type is Page Event Event is onLoad Click on the button Next the Script /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ v_CrmProductID = r_CreateCrmProduct.get("details").get("id"); if(b_Debug) { info "Duplicate CRM Product: Re-using " + v_CrmProductID; } } } else { // // update the product (mainly for new applicable taxes) r_UpdateCrmProduct =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and set the "Include site name in page titles" setting to "No" Open your templates component file (in the case of Yootheme using the Warp Framework this is \templates\\warp\systems\joomla\layouts\head.php, in the case of others this is...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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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 will still need to...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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which shouldn't be there either). You'll need to remove these and restore your website. I'd suggest joomlapack if you're using a joomla site, backup just the database, do a fresh install of joomla and use the database sql file as the migration script....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB