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Assuming where is required, the following 228 results were found.

  1. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    // // build up COQL Query v_CoqlQuery = "select Start_DateTime, End_DateTime from Events where Created_By='" + v_UserID + "' and ("; v_CoqlQuery = v_CoqlQuery + "Start_DateTime>='" + v_FirstDateOfWeek + "T00:00:00+00:00' and "; v_CoqlQuery = v_CoqlQuery...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    = Map(); m_HtmlEntity.put("&","&"); m_HtmlEntity.put(" "," "); // // loop through each of the above replacing where found for each v_HtmlKey in m_HtmlEntity.keys() { v_StringToDecode = v_StringToDecode.replaceAll(v_HtmlKey,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    oldest first and keep only first one, delete the others) m_Params = {"select_query":"select id, Product_Name from Products where Product_Name = '" + v_SearchName + "' order by id limit " + v_PerPage}; r_CoqlSortedProducts = invokeUrl [ url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    = "{locations(first: 5, reverse: true) { edges { node { id name } } } }"; Then using the Location of your product variant (where "1234567890" is the location ID) to get the recent 10 products updated today: { productVariants( first: 10 reverse: true...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    JS Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can then click on to select a particular...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    and click on the ellipsis/3 dots Select the REST API Enable REST API Note the REST API function and you can now call it from wherever. Done Additional Caveat(s) This currently does one image from Zoho Inventory. I'll need to add to the code to retrieve...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  8. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    customer payments and updates the custom fields. Executing the function this worked as expected. Now put it on a workflow where the settings were: When an invoice is "Created or Edited" Execute the workflow when "When any field is updated" Filter the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  10. ZohoDeluge: Inserting a new line character in a CSVhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    // // sometimes works but sometimes yields: // Me,Myself,I\na,b,c Works on systems where the above doesn't work: l_CsvFileRows = List(); l_CsvFileRows.add("Me,Myself,I"); l_CsvFileRows.add("a,b,c"); // v_CSVFilename = "Test.csv"; f_CSVFile =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Deluge: Determine if Daylight Savings are in effecthttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    I can confirm this works. Why? I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    + v_PublishKey + "?filepath=/" + v_DocFileName; // // Store the link to the local file as the local image - this is where we could check on file extension and substitute with PDF, DOC, XLS extensions c_Document.Local_Image = ""; info "File: " +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    without proper testing. Aggregate of total amount may be unnecessary as this could be the same under price total. Where a price is applied, values should be retained in decimal format with currency symbol prefixed if value is greater than zero....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    on Create and function to create task: Create a workflow that runs on lead create (record action) and the criteria can be where "Lead Conversion Time" is less than 4 (4 days not 4 business days?). Though I've removed this condition since go live and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code is sitting right now. The code snippet to get the item record from the price book Note that I'm using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    description, start date/time, frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of the logged-in user and has as scope...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  17. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer. A...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    = ifnull(r_FutureEvents.get("events"),List()); Additional: Code to get a single event: The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming? Here's the code to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  19. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    Notification Many ways to add a button but here's how I do it (requires some basic HTML/CSS knowledge): Place the cursor where you want the button and give it some text, I'm going to start with Accept Quote Then click on the link icon and give it the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    on the value. Assuming I have a tab called "Sales Pipeline", and "Hire Pipeline": Go to the deal record and scroll to bottom where you 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 141 - 160 of 228