Assuming give is required, the following 78 results were found.
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sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass edit on a listview of products but for demo...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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for a client, I found an even better solution! When creating or updating a product, you can instead of giving it Image URLs, give it the Image as attachment a base64 encoded string. Note the above says that 10 photos produced 10 webhooks but actually...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following code: // enter the webhooks key for your app (in Xero under...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as per your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter. Why? Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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problematic template to enter a Preview Edit mode (not the pencil icon) Click on the clone icon (just below the pencil icon) Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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"Lead Status" Choose validation type as "Validate using function" and click on "Next" For functions, select "Write your own" Give it a function name, eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn - Validation - Lead Status Change", and a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is a CRM contact record, then include in the upload "Contacts_001.csv") The mandatory field 'Attachment Id' must be mapped: Give a unique value for the column attachment ID (filename column does not need to be unique) and ensure there are no subfolders....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in to how to create a button in ZohoBooks but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick note here on how to connect to the 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business),...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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rule stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use code but here we are. Code is our friend....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Select the relevant workspace and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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where the template exists in Zoho Sign. But now how do we do this using simply a Mail Merge template held in ZohoCRM? Let's give it a go: Scenario 2: Custom Module Mail Merge: Template exists in ZohoCRM For this scenario, the use-case is a little more...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is ok Could you do the same with the attached please? Feel free to include details of what you know of [Video Topic]. Give the transcript to some popular LLMs: [Score: 7/10] I gave the transcript.txt file (all lowercase no punctuation) to Google's...
- Type: Article
- Author: Joel Lipman
- Category: Apple
- Language: *
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??? - ??? More Information: Ensure that all possible tax rates in Xero match those in Zoho; the output of this function will give you a copy&paste list ******************************************************************************* */ // init v_Output =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Welcome to my website!http://mail.joellipman.com/articles/web-development/welcome-to-my-website.html
that anything is possible, I only have to believe. I tend to write about issues that the rest of the crowd so easily give up on. I am usually available for consultation and short term projects. If you think I can help you and your website then feel free...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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without being allowed to upload images or edit other profiles, each user has to do this with the permissions they've been given. Why? Because I can How? Setup an account with gravatar.com and they’ll give you a link to that picture (eg....
- Type: Article
- Author: Joel Lipman
- Category: SharePoint
- Language: *
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