Search - Joel Lipman .Com

1. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... r_QuoteDetails; } Creating a record Pretty much the same as above but instead of the method/type PUT you will use POST with an endpoint of https://www.zohoapis.com/crm/v7/Quotes. Showin ...; Created on 18 December 2024
2. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; What? A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field ...; Created on 03 October 2024
3. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table ...; Created on 07 May 2024
4. 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
5. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... This is a formula which returns pretty realistic images and references as demo'd in Maximize's Youtube video (see sources below): Type of photography, lens, distance, subject, direction, type of film, ...; Created on 11 February 2023
6. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... span label[elname='radioEl_zc-Calendar_Day_Select_9'] Awesome! Looking good! the Deluge Not just a pretty face, let's make this functional. First of all, make sure you set up a form with ...; Created on 09 March 2022
7. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; What? So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. ...; Created on 11 February 2022
8. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at: Instead, could they have 10% to display instead of 10.00%, ...; Created on 08 February 2022
9. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will ...; Created on 16 December 2021
10. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; What? This is an article to document how I got a client's eBay to notify the seller every time a buyer bought a fixed price item. This uses the Trading API even though I'm aiming for the Platform Notifications ...; Created on 20 September 2021
11. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; What? 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 ...; Created on 02 September 2021
12. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the record: / Zoho /; ... all pretty much useless to me. Well the "for some reason" turned out to be because my detail view on the report was displaying a report/document template. How? The quick answer is: Add the fields ...; Created on 26 July 2021
13. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... created for Zoho Creator to work in Zoho CRM is pretty easy to do. The only differences are the step where you select the type of project in the CLI, in particular the widget JS script that is referred ...; Created on 24 October 2020
14. COVID-19: Working from Home: / Articles /; Ergonomic adjective "relating to or designed for efficiency and comfort in the working environment." So it's pretty important not to be slouching over the coffee table for hours or days on end. I ...; Created on 05 July 2020
15. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... : "This is a test" attachments: view: myFormReport[ID == myRecordID] as PDF ]; // pretty cool: sends a report from Creator as a PDF attached to an email. When attaching a file in CRM unlike in Book ...; Created on 15 May 2020
16. Zoho Deluge - Pad with leading Zeros: / Zoho /; ... ", "0"); } This looks like pretty old code and not wanting to cause offence, it isn't the JavaScript style or chain I like which appends the functions instead and is clearer for me personally to ...; Created on 07 February 2020
17. Zoho Deluge - Some Useful Regular Expressions: / Zoho /; ... I found a Zoho page with some other pretty useful regular expressions at https://zoholic.blogspot.com/2015/04/some-usefull-regex-in-zoho.html: Convert a string of characters to a list: v_MyString ...; Created on 31 May 2019
18. Zoho Templates - Font size is inexplicably tiny: / Zoho /; ... Which is an unintended but desired effect. Class .page: I actually like using this class because it's pretty descriptive. Unfortunately setting the width/height in cm was causing havoc to my template. ...; Created on 22 February 2019
19. Google Drive API v3 - OAuth2 using Service Account in PHP/JWT: / Google /; ... // Output JSON echo json_encode($api, JSON_PRETTY_PRINT | JSON_UNESCAPED_SLASHES); The full script: Just make the changes to the first few variables, as per the above instructions, to configu ...; Created on 02 February 2019
20. Zoho CRM: APIv2 using PHP & cURL: / Zoho /; What? This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet ...; Created on 30 January 2019