Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; What? An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person ...; Created on 14 May 2024
2. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... a line item when using invokeURL and the PUT method, submit the line item again with its ID as well as a key called "_delete" as per the following snippet: // // initialize m_UpdateQuote = Map(); // // ...; Created on 18 December 2024
3. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... it is Fn - ZohoBooks - Estimates - Accept/Decline It's a standalone function I'll give it the following code (amend the org ID and connection name): // // initialize b_ValidResponse = false; v_EstimateI ...; Created on 04 November 2024
4. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... e complete the following Credit Application Form or forward to the person within your company responsible for completing this."); m_Actions.put("recipient_phonenumber",""); m_Actions.put("recipient_countrycode",""); m_Actions.put("verify_recipient",false); m_Actions.put("recipient_name",v_RecipientFullName); m_Actions.put("recipient_email",v_RecipientEmail); l_Actions.add(m_Actions); ...; Created on 06 August 2024
5. Zoho Deluge: Determine your Statement Execution Limit: / Zoho /; ... to have to be asked directly to Zoho rather than using the online subscription plan management section. Statement Execution Limit is 5000 The following will run resulting in the error "Number of ...; Created on 31 July 2024
6. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... " = img."Status Value" This produces something as follows: Create a widget that shows an image This step here will create a widget that will show the last image (or first image if ordered ...; Created on 25 July 2024
7. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... purchase order items by the custom lookup field. What follows is the code required to build the custom related list in ZohoBooks: /* ******************************************************************************* Function: ...; Created on 09 July 2024
8. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... = "Hi there! This is an email to advise that the synchronization between your Zoho People and Zoho Analytics instances failed. The last synchronization data we have is as follows: "; if(!isNull(m_DataSourceInfo.get("datasourceName"))) { for ...; Created on 02 July 2024
9. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... by going through forum posts from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken ...; Created on 23 May 2024
10. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... note the following: I've put some really small print here just so that you don't really read this and appreciate that we have terms and conditions like every other business. ...; Created on 07 May 2024
11. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... API to detect what webhooks exist, it can only detect what webhooks it initialized. If you added webhooks via another app or via the Shopify Admin interface, then the following code won't be able to check ...; Created on 22 April 2024
12. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; What? A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want ...; Created on 14 March 2024
13. 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
14. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. ...; Created on 05 December 2023
15. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... = "https://previewengine-accl.zohopublic.eu/image/WD/" + v_ImageURL; } } } return v_ImageURL; Function: fn_Settings_EmailSignatures Important: the following code will overwrite ALL signatures ...; Created on 05 December 2023
16. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; ... zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the ...; Created on 04 October 2023
17. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API calls after ...; Created on 18 September 2023
18. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... starts at 7, followed by 1 for Monday, 2 for Tuesday, and so on... How? The logic behind this would be to take the date of the order, check if the order date is a Sunday, subtract a day, and return ...; Created on 06 July 2023
19. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID ...; Created on 06 July 2023
20. Zoho CRM: Change System Field Length: / Zoho /; ... the attribute. Also remove the class names "disableEditProp" and "eventNone". You should get the following: Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup ...; Created on 19 June 2023