Assuming quote is required, the following 37 results were found.
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just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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: *
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report, 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= r_SearchResults.get("data").toJSONList(); for each r_Result in l_SearchResults { // init v_DateTill= "-"; v_QuoteTotalDisp= "-"; v_Index = v_Index + 1; v_RelatedListXML = v_RelatedListXML + ""; // // retrieve v_CreatorQuoteID = r_Result.get("ID");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= JFactory::getDbo(); // Create a new query object. $query = $db->getQuery(true); // build the SQL query $query->select($db->quoteName(array('p.user_id', 'u.username', 'u.real_name'))); $query->from($db->quoteName('#__user_profiles p'));...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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a basic search on a table of data and returns one record as a result. The use-case here is that we are enhancing a quote builder form in Zoho Creator. The JS widget (aka the Quote Builder) will need to post a new quote to the system as well as show...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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(save of record) but here we're going to do it in client script: Additionally, the line items will be sourced from the quote that was converted to the invoice. For this to work, we've mapped a field on the invoice (not a lookup but a text field) which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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: *
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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: *
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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 a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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v_AppLinkName = zoho.appname; v_ViewLinkName = "myForm_View"; // put your own report name v_CreatorRecordID = v_CreatorQuoteID; // this is the creator record id that has the attachment v_SubFormName = "mySubform"; // put here the link name of your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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article 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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or discover_install) if ($type == 'install') { $db = JFactory::getDBO(); $query = $db->getQuery(true); $query->update($db->quoteName('#__extensions')); $defaults = '{"param1":"value1","param2":"value2"}'; // JSON format for the parameters...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line items. You may have tried code where...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the above error; I'm just saying this what I was doing and this is what fixed it when I ran into this error: // initialize m_QuoteRecord = Map(); // // build quote request m_QuoteRecord.put("Name.first_name",v_SellerName_Firstname);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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v_Css = v_Css + ".zc-Tabs-group .choice-table-row{display:inline-block !important;padding:0;}"; // fix internal padding ("Quote" was higher then other radio options) v_Css = v_Css + ".zc-Tabs-group .choice-table-cell{padding:0 !important;}"; // hide all...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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