Search - Joel Lipman .Com

1. Team Foundation Server: / Category /; Created on 05 March 2020
2. Zoho Workdrive: Getting Team Folder ID: / Zoho /; What? This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat ...; Created on 11 September 2024
3. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... support system of your Zoho Partner. Kind Regards, the Joel Lipman team This email address is being protected from spambots. You need JavaScript enabled to view it. www.joellipman.com"; sendmail [ from :zoho.adminuserid to :v_To cc:v_Cc subject :v_Subject message ...; Created on 02 July 2024
4. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... 'Greetings from the Joel Lipman team!', body: 'Hi there! I\'m the very model of a modern major general. Bye. the Team.' }); } } } catch (e) { // return error (don't display ...; Created on 06 February 2024
5. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... an image to workdrive and returns a publicly-accessible link/URL for use in your email signatures. Inputs: Loginuser Outputs: Email Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL, ...; Created on 05 December 2023
6. 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
7. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... How? My team of developers actually helped me solve this one as I was slowly dispairing... The Plan Get a list of all unique/distinct Customers Get a list of all Customers Remove the ...; Created on 12 July 2023
8. 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
9. 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
10. 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
11. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... that had been updated on " + zoho.currenttime.subDay(1).toString("EEEE, dd-MMM-yyyy") + " "; v_Message = v_Message + "There were " + v_CountUpdated + " record(s) updated. Kind Regards, The Team"; sendmail [ from ...; Created on 20 February 2023
12. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... /imagine and then a space and then type your idea (eg. "fire mage, steampunk victorian, detailed, full body hyperrealistic female" without the quotes to get the left image here). Type /help for other ...; Created on 11 February 2023
13. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution. How? Disclaimer ...; Created on 03 November 2022
14. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... v_EmailMessage = "Hi " + v_ContactName + ", Please find attached your quote. Kind Regards, The Team"; // sendmail [ from :zoho.loginuserid to :v_EmailTo subjec ...; Created on 18 August 2022
15. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each): read_analytics,write_customers,read_customers,write_inventory,read_inventory,write_order_edits,read_order_edits,write_orders,read_orders,write_product_listings,read_product_listings,write_products,read_products,write_reports,read_reports ...; Created on 14 February 2022
16. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list variable... But what if there are 20000+ records? ...; Created on 08 October 2021
17. Zoho CRM & Zoho Books: Get Books Currency and Tax IDs: / Zoho /; ... them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a CRM Sales Order to Zoho Books. Or leave as 2 calls at the beginning of your function ...; Created on 24 September 2021
18. 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
19. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... street 2 and shipping street 2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and ...; Created on 02 September 2021
20. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the ...; Created on 01 September 2021