Assuming module is required, the following 84 results were found.
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name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required! ZohoCRM.modules.{module_name}.{operation_type} or ZohoCRM.modules.all Click Create and Connect You will be prompted to allow permissions, so...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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terminal, type: npm install –g zoho-extension-toolkit If you get errors like “Missing write access to/usr/local/lib/node_modules” then type the following instead: sudo npm install –g zoho-extension-toolkit You should get prompted for the Mac/Admin...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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]; or (untested) m_Trigger = Map(); m_Trigger.put("trigger",[]); r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger); From the documentation: The trigger input can be workflow, approval, or blueprint. If trigger is not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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but omits others. Why? The use-case 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), and updates the Opportunity/Deal/Potential record. In this example, the custom field is called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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v_CustomerName = "Test User"; // // build map to schedule a call m_ScheduleCall = Map(); m_ScheduleCall.put("$se_module","Leads"); m_ScheduleCall.put("Owner",v_LeadOwnerID); m_ScheduleCall.put("What_Id",v_LeadID); m_ScheduleCall.put("Subject","Scheduled...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in l_Events { if(!isnull(r_Event.get("eventCategory"))) { // // event type will be UPDATE and eventCategory will be our module v_Event = r_Event.get("eventCategory") + " " + r_Event.get("eventType"); // // get the xero ID of the record (hexadecimal)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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ChatGPT and the CRM User. This way, we can also ensure that the data shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks, click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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type :DELETE connection:"zbooks" ]; Caveat(s) The delete process may need to be in a schedule: you can use a custom module in ZohoBooks to store the necessary information of what to delete. Undocumented extras Just making a list of things that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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WorkDrive.organization.READ, WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.ALL, ZohoCRM.users.ALL, ZohoCRM.notifications.ALL, ZohoCRM.Files.CREATE, ZohoCRM.coql.READ,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select "Tickets" under "Module" for the Rule Name, I called mine "Tickets - On Create or Edit" Execute On: Create, Edit, Customer Reply No Criteria Under 4....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order the item relates to. How? At...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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it a name, I'm calling mine "CsfnShowSectionBasedOnPipeline" with a description Set Page to "Detail Page (Canvas)" Set the Module to "Deals" Select your layout and canvas to apply this to Under Event, set the type to "Page Event" and set the Event to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API. Why? Cos it took us a while. The online forums seem to go back over a decade and the documentation seems...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Number" Export the web chart from Analytics and attach as an image on the CRM record So the survey is sent via the contact module but we actually only ask Analytics about the survey and the contact email. Here's a standalone function given a CRM contact...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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several weeks, however, the feed stopped updating, and the option to Refresh Feed was missing entirely from the Banking module. Comparing screenshots showed that the expected menu option (“Refresh Feeds”) had been replaced with only “Automatic Import.”...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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RokStories has been overhauled to provide the spectacular display that you see on this demo. The module adapts depending on your image size, so no need to manually create rounded corners on your images, RokStories will do the rest. The custom features...
- Type: Article
- Author: Webmaster
- Category: Joomla
- Language: *
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of one menu). toubkal wrote: This cannot be done by joomla administration but can be done by template code, you can have a module position in the template that is set to only show when the visitor is not logged in e.g. Code: Joomla extension disable...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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rounded up to the nearest integer... At first we thought this was due to installing a Virtuemart UK Credit Card Payment Module (vm-ukcreditcard). A lot of forums were suggesting to change the number_format to convert any number to a currency or two...
- Type: Article
- Author: Joel Lipman
- Category: Virtuemart
- Language: *
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