Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 Cannot send this quote."; } return v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids=...

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

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

19 June 2023 This is an article documenting how to remove the block on 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...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 BY "Modified Time" DESC /**** Pseudo: Select Modified Time of Record If Modified Time is greater than yesterday's date (today) Use URL of the image representing OK Else If Modified Time is greater than 5 days ago Use URL of the image representing...

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