Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... for a credit application form where the template exists in Zoho Sign. But now how do we do this using simply a Mail Merge template held in ZohoCRM? Let's give it a go: Scenario 2: Custom Module Mail ...; Created on 06 August 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... all those. Now again this is completely optional, but I want to have the URL of the image alongside this 2nd column so I'm going to add a 3rd column to my data table which is simply a copy of what was ...; Created on 25 July 2024
3. Zoho Projects: Get All Events: / Zoho /; ... Put simply, "Closed" are events in the past and "Open" are events in the future. The "is_open" in tasks is misleading and cannot be used in the request for events. There are hardly any parameters you can ...; Created on 22 July 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following: Login ...; Created on 09 July 2024
5. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... since go live and simply specified "All Leads". I'm calling my function fn_Leads_FollowUpNonConverted with the parameter being the Lead Record ID: /* ******************************************************************************* Function: ...; Created on 14 May 2024
6. 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
7. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... the record must be done at a later time or in a different process but sometimes it simply will not process it all and respond to Shopify within 1 second. How? So let's begin with the code snippets ...; Created on 22 April 2024
8. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... photos and a bit of fuzzy logic. I thought I could simply update the field with the new file but as I'm not downloading it, this is apparently not the process. How? As a high-level overview: ...; Created on 25 March 2024
9. 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
10. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... You can't compare a date time value to a field that is simply of datatype: date v_PerPage = 200; v_CountCriteria = "((Quote_Stage:equals:" + encodeUrl("Draft") + ")AND(Created_Time:less_than:" + encodeUrl("2023-11-01T01:00:00+01:00") ...; Created on 14 November 2023
11. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup > Pipelines Using the "Standard" layout, let's simply create ...; Created on 16 October 2023
12. 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
13. Zoho CRM: Change System Field Length: / Zoho /; ... file to change system field labels The fix put simply is a CSS hack. Specifically by inspecting the element, removing some of the CSS attributes on the field we want to change, saving it, then returning ...; Created on 19 June 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. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see ...; Created on 29 March 2023
16. 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
17. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... a custom field that can override the full balance, to allow partial payments such as a deposit or instalment. How? I won't go in to how to create a button in ZohoBooks but you simply add it to the ...; Created on 16 March 2023
18. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time ...; Created on 28 February 2023
19. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API. Setup a Zoho Cliq ...; Created on 13 February 2023
20. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... every time. (follow these to the letter or it will simply reset your custom option): type /prefer option set then a In the "option" box, type an easy to remember word for this set of options, eg. "portrait". ...; Created on 11 February 2023