Assuming all is required, the following 342 results were found.
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What? I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? This is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image. Why? I've got some other articles on handling images in Zoho Creator (see...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A very quick article to remind 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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What? A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? This 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? An example of code using the new API call "Module Record Count" with some criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Workdrive
- Language: *
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What? An article on creating a color picker from a specific palette using an input field of a radio type. Why? At the time of print, this feature is not provided out-of-the-box and getting our users to learn about hexadecimal color references and Red...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *