Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 { v_Url = "https://zohoapis.com/crm/v2/settings/inventory_templates/" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"; f_FileRequest = invokeurl [ url :v_Url type :GET connection:"zcrm" ];...

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

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

26 January 2024 suppliers that include photos of the faulty products. These display fine in a Zoho Creator report and even show up on the preview when exporting to PDF. But when you download the PDF and view this outside of the Zoho instances, the photos don't display....

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

Zoho CRM: Remove Duplicate Product Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 records which match on product name. I would recommend commenting out the delete commands and leaving the info commands to preview what records it will delete. I also recommend doing a data backup beforehand. Adapt the below as needed: string...

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

Zoho People: Get Performance Records over APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 Excel and then clicked on "Choose File" (with data location set to "Local Drive") Click on Next have a quick glance of the preview and then click on Next First row contains column names = Yes, leave everything else as plain text except for Description...

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

Zoho Inventory Template Issue: First Page is Blankhttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-template-issue-first-page-is-blank.html

15 November 2018 page, with the terms and conditions or small print notes on a third page. How? Printing to PDF or saving as a PDF lets me preview the page breaks based on the paper size I select. I have a bit of HTML knowledge as well... ahem... well in this particular...

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