Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; What? I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template ...; Created on 06 August 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... the name "Joels Image Library". I think I closed it and reopened it but now I want a 2nd column. So I click on the "Add" button and select "Add Column" > I called the column "ZohoAnalytics Image URL" and ...; Created on 25 July 2024
3. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... variable will hold the payload. Same with responding with the variable crmAPIResponse. Don't overthink it, just accept it. Less headaches for everyone. Source(s): Shopify Dev - REST API - Retrieves ...; Created on 22 April 2024
4. 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
5. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... declare v_Page = 1; v_PerPage = 100; l_Pages = List(); // // specify the maximum number of orders you think you have on eBay (check eBay homepage and see number of sales [ will be rounded to nearest ...; Created on 29 March 2023
6. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... that are in your listing, it will then generate the number of pages it thinks it has to loop, so try and give a number higher than the actual number of products you have in your shop, it will stop when ...; Created on 01 March 2023
7. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where ...; Created on 18 August 2022
8. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... r_Delivered; } } } } Error(s) Encountered : Not sure about what ended up fixing this one. I think I converted the sales order to an invoice and created a package slip for it. The invoic ...; Created on 14 July 2022
9. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... , it may get confused as to where the photo came from and will error when displaying it. I think it will be fine. Source(s) Joel's tired and inefficient brain The non-existent and plethora of foru ...; Created on 31 March 2022
10. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this has to be the highest level (I think) as a custom lead ...; Created on 11 February 2022
11. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... wild guesses but thinking that making the change makes something in CRM re-evaluate the HTML in the box and saves it to the template... Previous to trying this, we had Zoho investigate this issue but ...; Created on 25 January 2022
12. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
13. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... isn't what I want because it has returned the same currency several times and thinks they're unique/distinct because the IDs of each quote record are different. Having spoken to Zoho and raised with ...; Created on 08 October 2021
14. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think ...; Created on 22 September 2021
15. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their ...; Created on 02 September 2021
16. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; What? An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...; Created on 30 August 2021
17. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; ... You would think the following would work: r_Details = myForm[ID == 1234567890123456789]; r_Details.Account = input.Account; But it will return the above error. You need to do the following: r_Details ...; Created on 27 July 2021
18. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API: / Zoho /; ... think... Doing the above, I would get a really messy response (I'm targeting an API made with ExpressionEngine) such as: Fatal error: Uncaught Error: Class '\Webservice\Service\Exception' not found in ...; Created on 03 February 2021
19. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments: / Zoho /; ... "link_Docs": 0 } ], The most logical thinkers would say that you simply need the download_Url value and prepend the CRM base URL such as https://crm.zoho.com + v_download_Url... But that ...; Created on 02 February 2021
20. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... + ":" + v_ThisFrom + "-" + v_ThisTill; } } } Note: Play around with the Status, there are "Pending", "Cancelled" (UK spelling), "Approval Not Enabled" and I think "Approved", "Rejected". We' ...; Created on 10 December 2020