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

    a distinct list variable... But what if there are 20000+ records? The advantage of working in a team of Zoho developers, is that "two heads are better than one" does apply more than we think. A colleague of mine suggested adding a group by to the query...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Deluge: Generate List of TimeZoneshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

    A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field: // // parse date into yyyy-MM-dd (using subString - reliable) v_LeadCreatedDate =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Copy Subform to other Subformshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

    The form I have looks something like the following: and displays as something like this: The code I create a workflow that when the decision box "Copy Monday to the Other Days" is clicked it runs the following deluge script: // only run if true...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM: Schedule a Task: Timesheet Reminderhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

    A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Deluge: Calculate start and end of Daylight Savings Timehttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

    tested extensively. Do not use if you are unsure it is calculating correctly. I use these to store the values in a table that can be double-checked at a later date. Source(s): Joel Lipman: Zoho Deluge: Generate List of TimeZones Joel Lipman DataSources:...

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

    v_Page, 200, m_SearchParam); // // loop through search results for each r_Result in l_SearchResults { // check that there is an ID on this record to avoid looping through error messages if(!isNull(r_Result.get("id"))) { // do stuff to each record......

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Schedule a Meeting using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    Note that for the below code, only 1 image is accepted at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Creator: Populate a Multi-Lookuphttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    } Error(s: Previously my code below was used and it wouldn't work. The difference to the above is that I was trying to add to the multi-lookup directly: // for each v_PackageRef in l_PackageRefs { // // fetch the package record c_Package =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Deluge: Generate a loop or list of any sizehttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

    converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be...

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

    (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttp://mail.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Inventory: Enable Tracking using the APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

    send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Proper Case for Nameshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

    used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English and some European names: // // set...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Sendmail a list of attachmentshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

    needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are tips found across the web just not specifically addressing this. How?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: System Values Mapshttp://mail.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from https://books.zoho.com...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Workdrive: Getting Team Folder IDhttp://mail.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note that header has to be added otherwise you get a blank response: m_Header = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Creator: Input Color Pickerhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

    Add a radio field type, I've called it "Color Picker" Add a single line text field, I'm calling it "Hexadecimal" [Key field that will be used by the application later - so perhaps rename this to 'Staff Color'] Add another single line field, I'm calling...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    First we're going to add some element IDs to the canvas view page on each of the tabs. Then we'll make an OAuth function that can be executed by the client script which returns the value of the Pipeline given a deal record ID. Finally, we'll have client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 421 - 440 of 491

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