ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 quote gets converted to an invoice, will map over the quote ID to the field "Converted From ID". Furthermore, fn_quotes_getquoteditems is a custom function (referred to in the code snippet below) in CRM that uses invokeURL to get the line items from the...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 = zoho.crm.attachFile("Quotes",p_QuoteID,r_DownloadResponse); Use a subform (eg. Product Line Items) If I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP, Discount, Total". Add the subform to...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7http://mail.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 m_UpdateQuote = Map(); // // get quote details v_Endpoint = "https://www.zohoapis.com/crm/v7/Quotes/" + p_QuoteID; r_QuoteDetails = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_RecordData = ifnull(r_QuoteDetails.get("data"),List()); for...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1http://mail.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 would be something like the following instead (reminder: instead of Product_Details, post to the API name in this case "Quoted_Items"): // // init l_CrmLineItems = List(); // // some sample values v_CrmProductID = "123456789012345678"; // // build up...

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

Zoho CRM Client Script: Map Quote to Invoicehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 on the plus next to 'invoice') if (o_InvoicedQuote != null) { // check on the quote associated to this invoice var o_QuoteDetails = ZDK.Apps.CRM.Quotes.fetchById(o_InvoicedQuote.id); console.log(o_QuoteDetails); // consider map over deal from quote to...

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

Project Plan for Freelance Websitehttp://mail.joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 (tasks) as set in the project management system Review original deliverables and success criteria Satisfied? Can be quoted? Portfolio screenshots. Service Level Agreement Post-project support to be arranged prior to launch Discuss expectations for...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Foreign Characters create symbols in PHP and MySQLhttp://mail.joellipman.com/articles/web-development/php/foreign-characters-create-symbols-in-php-and-mysql.html

25 January 2016 otherwise I'd have included it in this article. How? The fix is a PHP one and has to do with versions of PHP and MySQL. As quoted by the PHP htmlspecialchars: "As of PHP 5.4 they changed default encoding from "ISO-8859-1" to "UTF-8". So if you get null...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

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

18 September 2023 l_BooksAddress = {"address","street2","city","state","zip","country"}; // // evaluate r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678); // // push to ZohoBooks estimate if(true) { // // ---------------------- GET ZOHO BOOKS TAX IDs...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 process third-party developers must follow to subscribe to, receive, respond to, and validate these notifications. Why? As quoted from the page: https://developer.ebay.com/marketplace-account-deletion "Existing Developers: The August 31, 2021 deadline...

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

ZohoCRM & Xero: Function to pull most recent quoteshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 m_UpsertCrmQuote.put("Quote_Stage",v_CrmQuoteStatus); if(!isNull(m_ThisQuote.get("Date"))) { v_XeroQuoteDate = m_ThisQuote.get("Date"); // quote module has /Date(1744675200000)/ as opposed to invoice which includes timezone d_XeroQuoteDate =...

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