Search - Joel Lipman .Com

1. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on ...; Created on 07 March 2024
2. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; What? A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers ...; Created on 20 March 2023
3. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
4. How to redirect the visitor after the contact page: / Joomla /; How to redirect the visitor after the contact page: Open Contact.php and go to line 473 - 475 and change the line: $link = ‘index.php?option=com_contact&task=view&contact_id=’. $contact[0]->id ...; Created on 06 September 2009
5. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... Search ZohoBooks estimates for the quote reference and validate by the contact Zoho ID if(v_QuoteRef != "-") { r_SearchResults = zoho.books.getRecords("estimates",v_OrgId,"estimate_number=" + v_QuoteRef,"my_books_connection"); if(r_SearchResults.get("code") ...; Created on 04 November 2024
6. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required ...; Created on 03 October 2024
7. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that ...; Created on 06 August 2024
8. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... M "Accounts" acc ) AS t1 LEFT JOIN "Joels Image Library" img ON t1."Status" = img."Status Value" UNION ALL SELECT 'CRM Contacts' AS "DataSource", date(t2."ModifiedTime") AS "Date", t2."Recor ...; Created on 25 July 2024
9. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... of user was given in the brief but removed here for privacy). Finally, we delete any of these tasks when they get transferred to the contact record. Step 1: Workflow on Create and function to ...; Created on 14 May 2024
10. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... reportName : "Contacts_Report_SearchableByWidget", criteria : "(Primary_Email == \"" + v_ShopifyEmail + "\" && Shopify_ID == \"" + v_ShopifyID + "\")", ...; Created on 14 March 2024
11. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup the email from CRM mailer ...; Created on 06 February 2024
12. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The code: ...; Created on 18 September 2023
13. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...; Created on 12 July 2023
14. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
15. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... id then Email v_BooksCustomerID = invoice.get("customer_id"); r_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,v_BooksCustomerID,"zbooks"); v_CustomerCheckCode = r_CustomerDetails.get("code"); if(v_CustomerCheckCode ...; Created on 16 March 2023
16. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... l_Choices { m_Choice = r_Choice.toMap(); if(!isNull(m_Choice.get("message"))) { if(m_Choice.get("message").get("role")=="assistant") { b_ContactedChatGPT = true; my_Text = m_Choice.get("message").get("content" ...; Created on 06 March 2023
17. ZohoCRM: Import Attachments: / Zoho /; ... is scatty and the online forums weren't too 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 ...; Created on 16 January 2023
18. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... v_EmailTo = r_QuoteDetails.get("Email"); v_ContactName = r_QuoteDetails.get("Contact_Name").get("name"); v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " + r_QuoteDetails.get("Contact_Name").get("name"); ...; Created on 18 August 2022
19. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will eventually be uploaded back to CRM. How? ...; Created on 11 March 2022
20. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... send invitations to participants? m_ScheduleMeeting.put("$send_notification",false); // // set participants (contact, email, user, or lead) m_Participant = Map(); m_Participant.put("type", "lead"); m_Participant.put("participant", ...; Created on 02 March 2022