Zoho CRM & Zoho Books: Get SalesPersonshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 I have a connector to ZohoBooks called "joel_books". The "v_Filter" appears to do absolutely nothing but I've left it in there in case one day I figure it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901;...

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

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)http://www.joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 7 Jan 1975 ********************* 1975-01-07 07-Jan-1975 Tue, 7 Jan 1975 Additional You would of course need to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source, the Zoho deluge .toList()...

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

Zoho CRM: Standard Setup for Tax Rateshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference. Why? Some clients...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 get the Dev ID from your application keys page: For the next steps, it's best if you create these 2 functions beforehand, as there isn't much time between getting the Session ID, logging in, agreeing, and then running the second function to get the...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.http://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 v_AddressIndex = v_AddressIndex + 1; } // check that there was something to actually update rather than wasting an API call if(m_ShippingAddress.size() > 0) { // endpoint TLD is EU for Europe DC and COM for US DC v_Endpoint =...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 and select the function to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. How? As per our use-case...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttp://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 in the left sidebar then click on "Add Data Sources" in the top right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho...

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

ZohoCRM: Template: not being able to edit a text boxhttp://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in there or even delete the box the address was in. How? So you're going to say this is a strange issue and an even stranger fix,...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here: How? This has been raised a few times by multiple clients but the fix...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would...

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

Zoho Creator: Radio group into Calendar Carouselhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 v_Css = v_Css + ""; input.Form_Css = v_Css; } But wait we're not finished as there are the chevrons / less-than greater-than signs options to program into. For this simply append the following: else if(input.Calendar_Day_Select == "<") { // // set...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttp://www.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 (latest version 2022) and I don't have to pay for each year's software version as I do with MS Windows builds. Saying that, there are a lot of automations and applications I only know how to build in MS Windows rather than MacOSX.

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttp://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 only syncs eBay one way, in other words, listings on eBay get downloaded to Zoho Inventory but not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho Inventory... and...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttp://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 // // init (put your own ZohoBooks/ZohoInventory Org ID v_BooksOrgID = 123456789; // // check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") { v_PackageID = input.Zoho_Package_ID;...

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

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

18 August 2022 Caveat(s): The "From" email address can only be the admin or the logged-in user (user who clicks on the button). There might be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory...

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

ZohoCRM: Import Attachmentshttp://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 helpful either. How? In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip"...

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

Joel's Reference to MidJourney v4 Promptshttp://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 Food Photography Product Photography Real Estate Photography Still Life Photography Tech Photography Camera Angle Note that there others, I'm only listing ones that actually followed the prompt (eg. Eye-Level Shot puts a massive eye on the picture???)...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttp://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 the OpenAI ChatGPT forgets what the context of the conversation was about: Well we can populate the list of messages so that there is a conversation trail for the OpenAI ChatGPT to build on: // // initialize m_Response = Map(); v_Message =...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 that had been updated on " + zoho.currenttime.subDay(1).toString("EEEE, dd-MMM-yyyy") + " "; v_Message = v_Message + "There were " + v_CountUpdated + " record(s) updated. Kind Regards, The Team"; sendmail [ from :zoho.loginuserid to:"Joel Lipman "...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttp://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question...

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