ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 get customer id then Email v_BooksCustomerID = invoice.get("customer_id"); r_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,v_BooksCustomerID,"zbooks"); v_CustomerCheckCode = r_CustomerDetails.get("code"); if(v_CustomerCheckCode ==...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 use-case is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the...

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 // // determine recipients l_ZB_InvoiceRecipients = List(); r_ZohoBooks_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,m_ZB_InvoiceDetails.get("customer_id"),"zbooks"); if(r_ZohoBooks_CustomerDetails.get("contact") != null) {...

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

ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 (use a custom report that only has the 2 searchable fields) var config = { appName : "joes_quote_builder", reportName : "Contacts_Report_SearchableByWidget", criteria : "(Primary_Email == \"" + v_ShopifyEmail + "\" && Shopify_ID == \"" + v_ShopifyID +...

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

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

14 May 2024 the lead record relating to reminding staff to convert the lead. // l_RelatedTasks = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask in l_RelatedTasks { if(!isNull(m_RelatedTask.get("Subject"))) {...

• 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 FROM "Accounts" acc ) AS t1 LEFT JOIN "Joels Image Library" img ON t1."Status" = img."Status Value" UNION ALL SELECT 'CRM Contacts' AS "DataSource", date(t2."ModifiedTime") AS "Date", t2."RecordID" AS "Record ID", t2."RecordName" AS "Record Name",...

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

ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 And then let's specify a couple of layout rules to enforce this: Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout Rules > New Layout Rule Call it "If Email Blank then Mobile Required" Select the Email field as the primary...

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

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

07 March 2025 imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products. How? There may be a better way of doing this. What I'm trying to have is a generic function that will...

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