Search - Joel Lipman .Com

1. Customer Support: / Category /; Created on 05 March 2020
2. Customer Relationship Management Systems: / Category /; Created on 05 March 2020
3. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; What? A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" ...; Created on 01 September 2021
4. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; What? This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting ...; Created on 30 July 2021
5. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; What? A super quick article to demonstrate an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather ...; Created on 17 June 2021
6. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; What? This is a quick 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. ...; Created on 17 May 2021
7. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; What? This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has ...; Created on 17 November 2020
8. Creating a custom form field type for Joomla XML fieldset: / Joomla /; What? I'm writing a Joomla 2.5.x component for logging time and projects and need a dropdown to have selectable options restricted to the logged-in user. This is specified in the XML file of the custom ...; Created on 25 October 2013
9. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, ...; Created on 04 May 2023
10. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... or create. - Loop through eBay payments to record all the different payments received. Date Modified: 2023-03-14 (Joel Lipman) - Resolved fix of incorrect customer (Use Email rather than ...; Created on 27 April 2023
11. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... "business_hours": { "business_days": [ "Monday", "Tuesday", "Wednesday", "Thursday", "Friday", "Saturday" ], "custom_timing": [ { "days" ...; Created on 28 March 2023
12. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; What? A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...; Created on 21 March 2023
13. 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
14. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. ...; Created on 06 March 2023
15. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Storing prompts as quick commands Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper": /imagine a flower // returns 4 ...; Created on 11 February 2023
16. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; What? This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module ...; Created on 08 February 2023
17. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... client script which will manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". ...; Created on 09 December 2022
18. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... of each item purchased; including shipping and tax. The second is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as ...; Created on 03 November 2022
19. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; What? This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...; Created on 17 October 2022
20. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; What? 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 ...; Created on 18 August 2022