Assuming want is required, the following 280 results were found.
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is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums...
- 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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Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message handlers of a Cliq Bot I created but it would...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. How? So there are a few issues...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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: v_ProductPrice; ZDK.Page.getField("Unit_Price").setValue(v_ProductPriceFormatted); // and if we don't want/need to check, just round em (also means you don't need the above function to count decimals) var v_ProductCost =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Source(s): Zoho Deluge: invokeAPI Task Zoho CRM: Insert or Update Records (Upsert) - not used in above example but here if I want to use it one day. Zoho CRM: Update Subform Data again, not used above but probably worth looking as an alternative. [1]...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ info "isBlank Preceding is TRUE"; } If you're not expecting the user to enter any spaces at all and just want to check if the variable exists or is an empty string, then continue with: if(isNull(v_Test)) { info "isNull Preceding is TRUE"; } Additional...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over. The official documentation says to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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ZDK.Client.showConfirmation('Changing Invoice Type to '+v_InvoiceType+' will re-write the line item(s).\n\nAre you sure you want to proceed?', 'Proceed', 'Cancel'); // if "Proceed" was clicked if (b_Proceed) { // start Loader...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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can see an "Edit" button for this canvas. The edit mode of the canvas will popup in a new tab. Right-click on the tab you want to hide and click on "Add Element ID" (or "Change Element ID" if already set). Call them something easy to remember such as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API returning all the credit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for each m_XeroContact in l_XeroContacts { if(!isNull(m_XeroContact.get("ContactID"))) { // // to check if we want to update the CRM record for the account v_XeroTime = m_XeroContact.get("UpdatedDateUTC"); d_XeroAccountLastUpdated =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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cleared, go to Banking > Connect Bank. In the search box, start typing and if there is a feed, it should appear. You will want the modern Open Banking connection that replaces the old Yodlee and Plaid labels. Follow the prompts to log in securely via...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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this information of the rocket theme forum but I thought I'd put how I resolved this here. The issue is basically that you want the background to stay in its position in the browser while the rest of the elements scroll about. Go to Extensions ->...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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for me using the MetaMod tool without using any template hacks. The instructions on the metamod page are very vague so I wanted to make it bit more in-depth for this specific use. I'd love to hear if this helps you. Let me know if you find any mistakes...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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Thought I'd put this error in here and how I fixed it. Basically because firstly I don't want to have to create an account on someone else's forum just to post my answer and secondly because my solution is a "cowboy fix" rather than the other...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *