Search - Joel Lipman .Com

1. Financial Tech Systems: / Category /; Created on 11 March 2020
2. eCommerce Systems: / Category /; Created on 05 March 2020
3. Customer Relationship Management Systems: / Category /; Created on 05 March 2020
4. Content Management Systems: / Category /; Created on 05 March 2020
5. Zoho Books: System Values Maps: / Zoho /; What? A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then ...; Created on 07 November 2023
6. Zoho CRM: Change System Field Length: / Zoho /; What? This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...; Created on 19 June 2023
7. Windows 7: System Clock is constantly going out of sync: / Windows OS /; ... clock has updated in your taskbar and close the window by clicking on OK Leave your computer for a few hours and see if it keeps the time... If the problem persists, try changing the system registry ...; Created on 28 January 2010
8. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023
9. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...; Created on 16 October 2023
10. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment ...; Created on 02 October 2023
11. Zoho Deluge: Proper Case for Names: / Zoho /; ... other entry does not... This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended ...; Created on 13 July 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 Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; What? A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday ...; Created on 06 July 2023
14. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // ...; Created on 06 July 2023
15. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... system to determine whether to update or create. - Check if SalesOrder already exists on system to determine whether to update or create. - Check if Invoice already exists on system to determine ...; Created on 27 April 2023
16. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
17. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; What? A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing ...; Created on 28 March 2023
18. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark ...; Created on 21 March 2023
19. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. ...; Created on 06 March 2023
20. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023