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Assuming will is required, the following 362 results were found.

  1. 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

    for each r_Result in l_SearchResults { if(!isnull(r_Result.get("payment_id"))) { // // invalid searches will return 200 results non-matching, so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  3. Zoho Deluge: Generate a loop or list of any sizehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    IN ( 'delivery' , 'Delivery' , 'Price Disrepency' ) AND po."Purchase Order Status" NOT IN ( 'Cancelled' ) The second dataset will be a grouping of the above, in addition to including the customer ID and invoice ID, I'm calling this one "Invoice Items vs...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  5. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    v_timeTill = zoho.currenttime.addDay(1).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); // // get access token (you will need your own function here as documented in my article v_AccessToken = standalone.fn_eBay_GetAccessToken(); // v_TradingAPIVersion = 967;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. 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

    of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    the staff at a counter or on the phone. They bring up the invoie in ZohoBooks, click on the button, and the Stripe terminal will ask for the amount on the invoice. Well almost. We've gone the extra step in that we added a custom field that can override...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    3" ) ) t2 The bigger query: Now create another query (better to refresh the page so that the new table and columns will be available to us): SELECT c."Full Name", c."Lead Source", cp."Campaign 1", cp."Campaign 2", cp."Campaign 3" FROM "Contacts" c LEFT...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  9. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    portal website Click on the App you created Note the API Key by clicking on "Show Key" The deluge function So this function will return the word "delivered" or whatever other statuses there are for a package: /* Function: String...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    List(); // // specify the maximum number of orders you think you have on eBay (check eBay homepage and see number of sales [ will be rounded to nearest 1000 ]) // the actual number may be less than this but this is for pagination estimates...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. 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

    This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken from...

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

    item, the staff can specify which Sales Order the item relates to. How? At time of print, adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any records... not sure why this is. So we...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    condition that the Mobile "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Email" Caveat(s) You will get a warning that you are selecting a field that is already being used in a rule. Seems that I can't select the same field in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Deluge: Convert Hex to RGBhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-hex-to-rgb.html

    a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some point as an input but at the time of print, this hasn't happened yet. Here's a function in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    remove() is a void function, similar to the sort() function; in that if you try to assign this to a new variable name, it will fail. In other words: m_NewTag = m_Tag.remove("id"); // yields null m_Tag.remove("id"); // returns m_Tag map without the ID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    to or opt out of eBay marketplace account deletion/closure notifications has passed. Failure to comply with this requirement will result in termination of your access to the Developer Tools, and/or reduced access to all or some APIs. New Developers: All...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    They're wrong in any case as they don't match the ZohoCRM... or both are just not matching... either way, your client will likely only accept the previous solution. I wanted to use a regex rather than treat the number as a string and truncate it that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. Zoho Survey: Zoho CRM Webhookhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

    How? First, I'll go through the steps of setting up the Zoho CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho CRM Client Script: Map Quote to Invoicehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    in other words, goes to the quote record, and clicks on the plus icon next to "Invoices" in the left sidebar? This script will map over the core fields, address, and line item. This took me a while to get the right syntax for writing to the invoice line...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Setting a rocket theme background to fixedhttps://joellipman.com/articles/cms/joomla/setting-a-rocket-theme-background-to-fixed.html

    is the number of the style of the template I am setting the background for and I add the "fixed" attribute to this id. This will yield the following: body.bgstyle1 #main-background {background: url(../images/backgrounds/bgstyle1/bgimage.jpg) 50% 0...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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