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Assuming like is required, the following 183 results were found.

  1. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    concatenated with one module an "X" and then the name of the linked module. A module called "Opportunities_X_Products" is likely to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

    A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field. Set the form to reload the existing record when it is submitted (either on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Xero API: Send Multiple Invoiceshttps://joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

    {... invoice JSON...} But if sending multiple invoices, you need the key "Invoices" so your JSON request would be something like: { "Invoices": [ { "Type": "ACCREC", "Contact": { "ContactID": "abcdef01-2345-6789-abcd-ef012345678" }, "Reference": "TEST...

    • Type: Article
    • Author: Joel Lipman
    • Category: Xero
    • Language: *
  5. Zoho CRM: Standard Setup for Tax Rateshttps://joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

    is unaffected and all tax rates are selectable: in the aggregate fields section), the user will get a popup saying something like "No tax associated with this product.". For CRM REST API: r_TaxRates = invokeUrl [ url:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM: Upload a Product Photo using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

    type: POST files: r_CreatorPhoto connection: "joels_crm" ]; info r_CrmPhoto; } } The above should yield something like: /1234567890123_my_beautiful_face.jpg {"code":"SUCCESS","details":{},"message":"photo uploaded successfully","status":"success"}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge: Generate List of TimeZoneshttps://joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

    = v_TimeZone.replaceAll(","," ", true); info v_TimeZone; l_TimeZones.add(v_TimeZone); } //info l_TimeZones; Yields something like: (GMT-10:00) Hawaii Time (GMT-8:00) Alaska Time (GMT-7:00) Pacific Time (GMT-6:00) Mountain Time (GMT-7:00) Arizona Time...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation"; v_AppointmentDuration = 30; v_CustomerTimeZoneName = "(+01:00...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it whatever you like): string DataCleansing.fn_DecodeHtmlEntities( string p_StringToDecode ) { // initialize v_StringToDecode =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM: Template: Empty Space between Header and Line Itemshttps://joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

    CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here: How? This has been raised a few times by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

    date boxes (On User input of Calendar Day Select). The key to remember here is that it isn't a week commencing date but more like the today's date minus 7 or plus 7 days depending on which way they navigate. We then need the offset so that when a user...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    "); row.Document_Name=v_FilenameFormatted; } } And finally, with a bit of CSS, this is what the end product looks like:

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

    get working so I thought this article could help others. It's also a chance to show off my build. Although not high budget like lots of YouTubers I drew inspiration and advice from, it's my first build in a long time. It's always been a dream of mine...

    • Type: Article
    • Author: Joel Lipman
    • Category: Articles
    • Language: *
  15. Amazon Kindle: Send PDFs to your Kindlehttps://joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

    the email address of your Kindle. Once you are done with that, you can send as many PDF files to your Kindle as you would like to. Source(s): Goodereader.com - Here is how you can read PDF files on the Amazon Kindle - Sovan Mandal

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  16. Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field hasn't been populated l_Appointments =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes = ""; v_CssNotes = v_CssNotes + ".subformRow .form-group{display:none;}"; // // this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves... Once again, I'm not going into how to generate an access token / connection from Zoho to eBay,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if the courier, in this case DHL, confirms the tracked order was delivered. How? So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 141 - 160 of 183

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