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 lead is required, the following 14 results were found.

  1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    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 user"....

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

  2. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent...

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

  3. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field...

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

  4. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email as a contact): // init v_Count = 0; v_CountDeleted = 0; // // sort criteria for our...

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

  5. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...

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

  6. Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

    so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this Lead. How? It sounds...

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

  7. Zoho CRM: Schedule a Meeting using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to...

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

  8. ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

    Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1 Campaign 2 Campaign 3 ---------------- --------------- -------------- -------------- -------------- Joel...

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

  9. SSRS Parameters in Oracle Stored Procedurehttps://joellipman.com/articles/microsoft/ssrs/ssrs-parameters-in-oracle-stored-procedure.html

    storing a note here because it took a while to figure out and googling other solutions did not answer our questions but did lead us to a workaround. So this is regarding an error when trying to add parameters to a Stored Procedure of an Oracle database...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB

  10. Sync Outlook 2007 Shared Calendar with SharePoint 2007https://joellipman.com/articles/microsoft/sharepoint/sync-outlook-2007-shared-calendar-with-sharepoint-2007.html

    events. The calendar is separate to your own and to other Exchange ones. Eeek! A bit daunting of a process as you may be lead to believe that your personal calendar will be synchronized with the sharepoint site... but it isn't. The gist is: you will use...

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

  11. Proposed Budget i3 PC under £200https://joellipman.com/hardware/proposed-budget-i3-pc-under-200.html

    SATA Drive with Dust Protected Enclosure and Emergency Eject - Sony £17.77 Other 2 X Serial ATA Sata Hard Drive Data Cable Lead - Unbranded £0.90 Total £189.75 Confirmed for January 2013 (2 suppliers): Motherboard / CPU / RAM Bundle Intel® Core™ i3-2120...

    • Type: Article
    • Author: Joel Lipman
    • Category: IT Support
    • Language: *

  12. Zoho Deluge - Generate 5 Letter Booking Retrieval Codehttps://joellipman.com/articles/crm/zoho/zoho-deluge-generate-5-letter-booking-retrieval-code.html

    Source(s): Zoho Creator - Community Forum - Random Sort/Shuffle a List Zoho CRM - Community Forum - Random number generator (Lead Module) Zoho Creator - Deluge Guide - List - Sublist

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

  13. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

    // // set this to the authtoken value obtained earlier v_Auth_Token = "1234567890aaaabbbbccccddddeeeeff"; // // get lead details v_Type = "Leads"; if(!isnull(r_CallDetails.get("$se_module"))) { v_Type = r_CallDetails.get("$se_module"); } // set your...

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

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

    // loop through 5 pages of 200 records = 1000 records l_Pages = [1,2,3,4,5]; // // set search criteria v_SearchCriteria = "Lead:equals:" + v_RecordID + ""; // // set results parameters m_SearchParam = Map(); m_SearchParam.put("sort_by",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 14 of 14

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