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 so much longer than I thought it would. It was meant to be based on the pull from invoices article I wrote earlier but with quotes from Xero, things panned out differently: Date/Time values don't include a timezone Issues with tax rates meant...

• 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 documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom...

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

Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)http://mail.joellipman.com/articles/crm/zoho/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

26 August 2021 This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a pair of double-quotes. Why? Our use case is that we were...

• 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 a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function invokeURL...

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

Zoho CRM REST API: Stop Workflow from Triggeringhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 options but I'm listing the one(s) to stop workflows below to see if this helps anyone: Stop Workflows from executing: l_Quotes = List(); l_Quotes.add(m_CreateCrmQuote); m_Data = Map(); m_Data.put("data",l_Quotes); l_Triggers = List();...

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

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 when a 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...

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

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

28 April 2021 } } Update 2025 Having to do this again in 2025 and things seem to have changed. I've added a multi-user lookup on the quotes record called "Requires_Approval_Users". A quick setup method is now to use the CRM interface to add a couple of users to the...

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

Quoteshttp://mail.joellipman.com/articles/_other-misc/quotes.html

• Type: Category
• Language: *

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 What? An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's...

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

Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

20 August 2019 A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written this article because I...

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

ZohoCRM: Using Criteria with Module Record Counthttp://mail.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 REST API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; I've called it "zcrm". Standard Call for Module...

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

Import Excel CSV file as JavaScript arrayhttp://mail.joellipman.com/articles/microsoft/excel/import-excel-csv-file-as-javascript-array.html

05 October 2015 I have: A CSV file exported from Excel along with double-quotes label1,label2 item1a,item2a item1c,"item2c,c" item1b,item2b What I want: To read the file (stored on the server) and convert to a JavaScript array of objects var my_object_array = [ {...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• Language: en-GB

Zoho Creator: Add a subform while creating a recordhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 do enough (spacing has been added for demo purposes and to make it clearer). In the below example, my form is called "Quotes" and my subform is called "Line_Items": // initialize variables //... this is a demo so... do your own... // // get source...

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

Zoho CRM: Get Unique Values of a Text Fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 we'll skip to the COQL query. This is what I have: // // build up COQL query v_CoqlQuery = "select distinct Currency from Quotes where Subject!=''"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeUrl...

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

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 = {"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: *

ZohoCRM GetRelatedRecords INVALID_DATAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 { v_CountTotal = v_CountTotal + 1; if(m_Deal.get("Stage").equalsIgnoreCase("Cancelled")) { // // cancel all related quotes // (...) // // cancel all related sales orders l_RelatedSOs = zoho.crm.getRelatedRecords("SalesOrders", "Deals",...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in Zoho documentation and due to the searchRecords function...

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

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

14 March 2024 to the widget as you see fit but I'm including jQuery and Bootstrap: Company Name - Quote Builder Hi You have 0 Pending Quotes You have 0 Previous Quotes Get a New Quote! © 1999 Joel Lipman Ltd. All Rights Reserved the JavaScript These are the contents...

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

PHP & MySQL Search Enginehttp://mail.joellipman.com/articles/web-development/php/php-a-mysql-search-engine.html

09 March 2011 # 2 functions to split up search terms and accepting double-quotes as phrase makers. function search_transform_term($term){ $term = preg_replace("/(\s)/e", "'{WHITESPACE-'.ord('\$1').'}'", $term); $term = preg_replace("/,/", "{COMMA}", $term); return...

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