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  1. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    Form Configure the field for Guest Users Hover over "Name" and click on the pencil icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the following: And if the account is integrated with...

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

    associated with this product.". For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info r_TaxRates; // list tax rates l_Taxes =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.http://mail.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    // send the request via API (change connection name to your own) r_UpdateSO = invokeurl [ url: v_Endpoint type: PUT parameters: m_ShippingAddress.toString() connection: "joels_connector" ]; info r_UpdateSO; } } Source(s): Zoho Community Forums - Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator / eBay: Get all Active Productshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

    is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype. How? I'm not going to go into detail on how I create an access token to query the eBay Trading API as you can read this in my...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" } How? We're going to parse the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ]; if(!isnull(r_Response.get("fields"))) { // loop through every field to find the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: eBay: Get Item Transactionhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

    x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; // // output response info r_ResponseXML; /* // // if successful then read...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: searchRecords with sorted resultshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

    + "' order by id limit " + v_PerPage}; r_CoqlSortedProducts = invokeUrl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List());...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    level (I think) as a custom lead layout didn't work Choose field to validate > Select "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....

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

    + v_CrmContactID + "/Attachments/" + r_Attachment.get("id"); r_Download = invokeurl [ url :v_AttachmentEndpoint type :GET connection:"ab_crm" ]; r_Download.setParamName("file"); r_CheckIfDocumentAlreadyExists = Document[Parent_Record ==...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM: Manage a subform using Client Scripthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; var v_DealRate0 = r_DealDetails.Rate_Year_1_0; var v_DealRate1 =...

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

    inject some CSS into it and hide the delete icon as well as the "Add new row" link. In Design mode: Add a special field of type "Add Notes" to your form. I'm going to call it CSS_Overrides. It is important that this field will never be hidden (it cannot...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    x_Params.toString().replaceFirst("",""); // // send the request XML as a string x_ResponseBody = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; Parsing the response into JSON or a Deluge Map This can be appended to the...

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

    // // specify only the active list m_ActiveList = Map(); m_ActiveList.put("Include",true); m_ActiveList.put("ListingType","FixedPriceItem"); m_ActiveList.put("Sort","ItemID"); // // exclude other lists m_Exclude = Map(); m_Exclude.put("Include", false);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    Sent to eBay:"; //info x_Params; // // send the request XML as a string x_ResponseBody = invokeurl [ url :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; //info "Response from eBay:"; //info x_ResponseBody; // // get pagination results...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho CRM: Change System Field Lengthhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box differ in length so...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    // // 7 returns '07' // 52 return '52' Source(s): Zoho Deluge: Built-in functions: Date-time functions: Type conversion: toString

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Creator: Get Images in Report to be Exported to PDFhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    v_ImageSrc = v_ImageSrc.getPrefix("\""); if(!isBlank(v_ImageSrc)) { // use a try...catch as some file types may cause this to partially fail try { v_CountNew = v_CountNew + 1; f_DownloadFile = invokeurl [ url :v_ImageSrc type :GET connection:"zdesk" ];...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttp://mail.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    + v_BooksInvoiceID + "/email?organization_id=" + v_BooksOrgID; r_SendInvoice = invokeurl [ url :v_Endpoint type :POST parameters:m_Params.toString() connection:"zbooks" ]; info "------------"; // info "Send Invoice Request:"; // info m_Params; // info...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Analytics & Zoho People: Monitor DataSource Sync http://mail.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    "/restapi/v2/workspaces/" + v_WorkspaceID + "/datasources"; // // send the request r_Analytics = invokeurl [ url :v_Endpoint type :GET headers:m_Header connection:"my_connection" ]; //info r_Analytics; // // parse response if(r_Analytics.get("status")...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 181 - 200 of 218

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