ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 records to attach these files to. So for example, if you have a mix of files that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a...

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

Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year Date Created: 2023-03-29...

• 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 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". Why? Sorry Zoho! I tried using the interface to set up a...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 we'll have client script execute this function, then show/hide tabs based on the value. Assuming I have a tab called "Sales Pipeline", and "Hire Pipeline": Go to the deal record and scroll to bottom where you can see an "Edit" button for this canvas....

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API returning all the credit information...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 can't seem to access that bit of information Zoho is reluctantly letting you have (such as comment information for estimates/sales orders/invoices). There are some quietly documented scopes granting absolute access: ZohoBooks.fullaccess.all...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 v_QuoteRefID = "0"; v_CrmOppID = "0"; v_OwnerName = ; v_AppLinkName = ; v_FormLinkName = ; v_ViewLinkName = ; if(!isnull(salesorder.get("salesorder_id"))) { v_CreatorSoID = salesorder.get("salesorder_id"); } v_SearchCriteria = "Sales_Order_ID==\"" +...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 Creator server uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg"...

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

ZohoCRM: Template: not being able to edit a text boxhttps://joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 to sync orders, products, customers, and some reports; the other things like discounts, fulfillments will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 > Custom Functions > Select the function > Execute the function against a paid invoice - check the fields updated. Go to Sales > Invoices > Select an invoice > Click on "Comments & History" Go into Settings > Automations > Workflow Logs > Custom...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments,...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 The key here is the HTML attribute zcpage-headerhtml: My Company Ltd Test Street, Test County TEST1 ZIP1 +44 (0)1234 567890 sales@mycompany.com QUOTE The Quick Answer: the footer This repeats the footer on every page. The key point is the HTML attribute...

• 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 will also try to delete the duplicate but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is...

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