Search - Joel Lipman .Com

1. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the pricelist... ...; Created on 23 May 2024
2. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily ...; Created on 14 May 2024
3. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... use window.location URL var queryParams = ZOHO.CREATOR.UTIL.getQueryParams(); // Check parameters were even specified if (queryParams.p_ShopifyEmail !== undefined) ...; Created on 14 March 2024
4. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... module that are calculated and will sometimes return numbers with more than 6 decimal places. As this is more than specified on the ZohoCRM field properties, as soon as the staff user tries to save the ...; Created on 13 December 2023
5. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below ...; Created on 05 December 2023
6. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity ...; Created on 16 October 2023
7. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... if shipped time is specified. - Only marks shipment as delivered if DHL API checked and status returned is delivered Date Modified: 2023-03-22 (Joel Lipman) - On creation of Sales Order, ...; Created on 27 April 2023
8. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year ...; Created on 29 March 2023
9. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... Possibly due to me trying to create and declare the subform before having specified any record to insert it into. Expecting ZC_SUBFORM_109 expression found COLLECTION expression: I may have tried ...; Created on 28 March 2023
10. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; ... Pivot" cp ON cp."Contact Id"=c."Id" Caveat(s) You may have noted a few caveats with this solution: This query needs each campaign name specified to see the results per contact person. You can ...; Created on 20 March 2023
11. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... = zoho.currenttime.toLong() / 1000; // // by default gets last 100 messages (doesn't return anything if no parameters specified) v_Endpoint = "https://cliq.zoho.eu/api/v2/chats/"+v_ChatID + "/messages?fromtime=" ...; Created on 13 February 2023
12. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... The expected outcome is the appending of a row to the subform based on the start date (first field in the subform) match in which case it should re-add the row with an "End Date" specified (blank or not). ...; Created on 09 December 2022
13. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... into a PDF using a customer's template. // // initialize (this is code added to a button so should alert user if no email was specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678"; // // ...; Created on 18 August 2022
14. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... specified in a previous multi-line text field l_PackageRefs = c_Appt.Associated_Package_Slips1.toList(); // // important to declare this as a list of integers l_PackagesToAdd = List:Int(); for ...; Created on 18 August 2022
15. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") { v_PackageID = input.Zoho_Package_ID; r_PackageSlip = zoho.inventory.getRecordsByID("packages",v_BooksOrgID.toString(),v_PackageID,"ab_inventory"); if(r_PackageSlip.get("package") ...; Created on 14 July 2022
16. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; What? So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a ...; Created on 12 January 2022
17. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; ... if not found, let's see if state is specified else if(!isnull(r_LeadDetails.get("State"))) { // find a module record matching the State l_SearchResults = zoho.crm.searchRecords("States","Name:equals:" ...; Created on 15 December 2021
18. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... Tax" @ 20% and a "Zero Vat" @ 0% Click on "Save" and you've pretty much specified the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To ...; Created on 02 September 2021
19. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... won't help as you need to submit the form before redirecting the user. A HTML element to the page won't help either as you need to redirect the user to the specified report after submitting the form. ...; Created on 27 July 2021
20. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... 2. Code to push Time Log entry to Zoho Projects: Example #1: Pushing a time log with a specified start date/time (requires end time field if using): // // init (from dropdowns you have made applicable ...; Created on 30 April 2021