Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use code but here we are. Code is ...; Created on 14 May 2024
2. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... Type is "Page Event" Event is "onLoad" Click "Next" Method 1 This includes a function which counts the number of decimals. I didn't need to use this method for my client; just rounding the decimals ...; Created on 13 December 2023
3. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... to only push valid image file types as files. The report will work for Zoho Users... didn't really test on permissions and sharing the report, I was logged in as the super admin on both ZohoDesk and ZohoAnalytics ...; Created on 05 December 2023
4. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... = ifnull(r_MaximumCount.get("count"),0).toLong(); v_Pages = ceil(v_MaxCount / v_PerPage); info v_Pages; Additional Urlencoding or not didn't have much affect on the above but it is recommended yo ...; Created on 14 November 2023
5. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include ...; Created on 18 September 2023
6. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... } Caveat(s): There was a risk that the removeAll() command would remove every customer from the "all" list. That didn't happen so the above code works at time of print. Things can change though ...; Created on 12 July 2023
7. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... ent") + "\n\n- ChatGPT"; } } } // if(!b_ContactedChatGPT) { my_Text = "Oops! I didn't understand that last question. Calm down, I've been upgraded to version 2.0 so as to give you a ...; Created on 06 March 2023
8. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... (Swimming Pool) Rooftop Snow Theatre Tokyo Warehouse More Art Terms These are ones mentioned by YouTubers that had an effect on the output (ones I didn't make an image of didn't work for me but ...; Created on 11 February 2023
9. ZohoCRM: Import Attachments: / Zoho /; ... and only unique filenames herein. Perhaps if you were doing this over several imports, you could use the same filenames, I didn't try this, instead my program generates a unique MD5 for each file with ...; Created on 16 January 2023
10. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for future reference. var l_existingSubformRows = ZDK.Apps.CRM.Deployment_Rate_Log.fetch(); ...; Created on 09 December 2022
11. 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
12. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... print (6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future. How? The process of sending a PDF file to your Kindle device is also quite straightforward. ...; Created on 29 June 2022
13. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... Card to one of the Acer monitors DisplayPort to DVI (had to purchase this cable - twice as 2nd was dual-link and worked, first single-link didn't) to the 2nd Acer monitor. DisplayPort to Mini-DisplayPort: ...; Created on 12 March 2022
14. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client ...; Created on 11 February 2022
15. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... I'm aware of is a regular expression. So the first expression I came up with worked to a certain point but didn't round up the numbers, in other words, it didn't remove the unnecessary zeros. Note ...; Created on 08 February 2022
16. Zoho Creator: Change Radio into Tabs: / Zoho /; ... Set Clicked Tab to Selected One niggling issue I had was that when selecting a tab, the selected tab didn't stay a different color or style. One theoretical way around this could be that I restyle ...; Created on 22 October 2021
17. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think ...; Created on 22 September 2021
18. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... notification preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications" process worked. void API.fn_eBayQuery_GetNotificationPreferences() { /* ...; Created on 20 September 2021
19. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... Error: EACCES: peermission denied Run sudo npm install -g zoho-extension-toolkit When trying zet run: Error: Cannot find module 'portfinder'. Run.a npm cache clean --force. I didn't bother resolving ...; Created on 24 October 2020
20. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... were so custom that they didn't apply to you because of the app owner, name, view link name, etc. The fastest way I know how to get to it is to publish the report and right-click on the attachment to see ...; Created on 15 May 2020