Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 is to remove the color_code key as well... m_Tag.remove("color_code"); */ Considering that neither the color code nor ID were necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 Ta daa! Source(s): I would mention a few community forum pages I went through which showed me how not to do it, but as none were the solution, I'm not sure putting them here would make this easier for you. Zoho Books API Documentation: Create Invoice:...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 } } } // determine deposit amount // get grand total (note that formula for grand total excludes line items which were optional) v_QuoteGrandTotal = 0.00; r_QuoteDetails = ZDK.Apps.CRM.Quotes.fetchById(v_QuoteID); if (r_QuoteDetails.Grand_Total !=...

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

Zoho CRM Client Script: Map Quote to Invoicehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 invoice) var o_InvoicedQuote = ZDK.Page.getField('Quote').getValue(); // go down this route if a quote is specified (they were on the quote and clicked on the plus next to 'invoice') if (o_InvoicedQuote != null) { // check on the quote associated to...

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

ZohoBooks: Broken UK Banking Feedhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

16 October 2025 not a third-party app. This can only be cleared by Zoho’s backend support. Yodlee vs Plaid: Older Zoho Books feeds in the UK were powered by Yodlee. From 2024 onward, Zoho migrated UK accounts to Open Banking connections handled by Plaid. The “via...

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