Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming coql is required, the following 8 results were found.

  1. Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

    but the only method reliable enough I have found to work each time is using the CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special characters... 1. Setup a CRM Connection to Search Records via API...

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

  2. Zoho CRM: Get Unique Values of a Text Fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

    one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build up a SQL query, or more specifically, a COQL - CRM Object Query Language Try using distinct on a...

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

  3. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    CRM" Untick "Use Credentials of Login User" Under Scopes, click on the Search icon and type "CRM": I selected "ZohoCRM.coql.READ, ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.READ, and ZohoCRM.users.READ" Click on "Create and Connect" >...

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

  4. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

    :POST parameters:m_Params.toString() connection:"zcrm" ]; info r_AddTags; } } Fix to historical records This snippet uses COQL to find me all the deals where the tag is empty but the contact record wasn't. There is an additional/repeat action to add...

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

  5. Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

    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
    • Language: *

  6. Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

    the below works in CRM just fine: As of 2025, this method no longer works. Please refer to method 2 using a search API or a COQL query (see below). // ****************** CODE USING SEARCHRECORDS **************** // // init v_RecordID =...

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

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

    (I've called mine joel_timesheet) and I've given it the following scopes: ZohoCRM.modules.ALL ZohoCRM.users.READ ZohoCRM.coql.READ // // set to the number of hours minus the ones to be logged on Friday (40 - 8) v_RemindeMeAtHoursLogged = 32; // // set...

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

  8. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    ZohoCRM.org.READ, ZohoCRM.settings.ALL, ZohoCRM.users.ALL, ZohoCRM.notifications.ALL, ZohoCRM.Files.CREATE, ZohoCRM.coql.READ, ZohoCRM.Files.READ Date Created: 2023-12-04 (Joel Lipman) - Initial release - Generates an email signature using the photo on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 8 of 8

Joes Word Cloud

Please publish modules in offcanvas position.