Search - Joel Lipman .Com

1. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization ...; Created on 02 September 2021
2. Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date String: / Zoho /; What? So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices ...; Created on 04 May 2020
3. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... pages but then you hit the PDF button and it pretty much vomits your output back to the 90s. The code snippet below is just for a standard template with a modern design. How? Ok, admittedly, when ...; Created on 07 May 2024
4. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details, set Type=Page Event; Event=onLoad Click on ...; Created on 06 February 2024
5. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... - Correct Decimals" Give it a description, I'm giving it the one I have in the function header below Category is "Module" Page is "Edit Page (Standard)" Module is "Products" Layout is "Standard" Event ...; Created on 13 December 2023
6. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type ...; Created on 14 November 2023
7. 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
8. Zoho CRM: Change System Field Length: / Zoho /; ... you are wanting to edit) > and select the layout (eg. "Standard") Click on the ellipsis/3 dots icon of the system field you want to hack and select "Edit Properties" Right-click on the "Number of Characters ...; Created on 19 June 2023
9. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... (in other words, not alphabetical, numerical, or completely random order): void JoelLipman.fn_SetStaffUsualShift() { // // build a standard usual shift subform from CRM r_OrgDetails = invokeUrl ...; Created on 28 March 2023
10. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... intended use of the model. Therefore, if you plan to use or distribute a model trained on a specific dataset, you should carefully review and comply with all applicable laws, regulations, and ethical standards. ...; Created on 06 March 2023
11. Zoho CRM: searchRecords with sorted results: / Zoho /; ... listed here, the standard searchRecords() and then the getRecords() functions: Set the record ID to your own record ID. Set the list of pages to the number of pages you want to search. Keep ...; Created on 10 February 2022
12. Zoho Deluge: Generate List of TimeZones: / Zoho /; ... - Yekaterinburg (GMT+5:00) Kerguelen (GMT+5:00) Maldives (GMT+5:30) India Standard Time (GMT+5:30) Colombo (GMT+5:45) Kathmandu (GMT+5:00) Mawson (GMT+6:00) Vostok (GMT+6:00) Almaty (GMT+6:00) ...; Created on 19 October 2021
13. Zoho Deluge: Push a value to a datetime field in CRM: / Zoho /; ... + v_CreatorTime.toString("Z").subString(3); info v_CrmTime; // yields 2021-09-10T12:49:31-07:00 and vice-versa CRM to Creator Depends on the format of the datetime in your Creator field but standard ...; Created on 10 September 2021
14. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... Standard as for any usual form without a redirect. Drag a decision box field on to the form; we are calling ours "Save & Close" with the field link name as "Save_and_Close" (the field link name is important ...; Created on 27 July 2021
15. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... to update the field with label "Group Name" but API name "Grouping" in a list item column. The standard code you used to use even for REST API v2.0 would have been something like the following: // // ...; Created on 17 May 2021
16. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create ...; Created on 28 April 2021
17. Zoho Creator: info/alert/modal/popup notification for any user: / Zoho /; ... modified with content/text and the popup size will automatically resize based on content. I tend to use the first solution combined with a form/table of standard messages allowing the client to enter ...; Created on 06 November 2020
18. Zoho Deluge - Determine Quarter from Date with Fiscal Year: / Zoho /; ... = ; l_MonthNames = ; Here's the standard code you'd expect if your Fiscal year starts in January (Divide by 3 and round up): for each v_Month in l_Months { v_Quarter = (v_Month.toLong() / ...; Created on 31 January 2020
19. Autohotkey - Chrome Profiles in Alphabetical Order: / AutoHotkey /; ... to open the profile. As an overview: Setup a standard AutoHotkey GUI Loop through Google Chrome Profile folders named "Profile 1", "Profile 2", etc. Scan the preferences file for JSON key "name" and ...; Created on 07 January 2020
20. Zoho Deluge: Adding / Removing Total Tax from a Quote Record: / Zoho /; What? A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it ...; Created on 20 August 2019