Search - Joel Lipman .Com

1. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... Seems that I can't select the same field in a third layout rule... Easy without coding and probably everyone figures this one out but I thought I'd add it here as I thought it was pretty cool. ...; Created on 03 October 2024
2. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... les order ID" = soi."Sales order ID" Initially we thought we could take the purchase order by simply going through the comments but this only shows Purchase Orders raised from a Sales Order w ...; Created on 09 July 2024
3. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... create task: Create a workflow that runs on lead create (record action) and the criteria can be where "Lead Conversion Time" is less than 4 (4 days not 4 business days?). Though I've removed this condition ...; Created on 14 May 2024
4. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... photos and a bit of fuzzy logic. I thought I could simply update the field with the new file but as I'm not downloading it, this is apparently not the process. How? As a high-level overview: ...; Created on 25 March 2024
5. Zoho Deluge: Proper Case for Names: / Zoho /; ... to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English and some European names: // // ...; Created on 13 July 2023
6. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... } Caveat(s): There was a risk that the removeAll() command would remove every customer from the "all" list. That didn't happen so the above code works at time of print. Things can change though ...; Created on 12 July 2023
7. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... it's reached the end of the list as per eBay and not what you might have thought it was. /* Function: fn_GetEbayActiveProducts() Purpose: Queries eBay for all active listings Date ...; Created on 01 March 2023
8. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... ...; Created on 01 March 2023
9. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution below only connects to the OpenAI API, it is not currently connected to ChatGPT. The plus side ...; Created on 13 February 2023
10. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Type Type the parameters you want as default Press /settings Settings will default some settings although, again, I wouldn't recommend these if you're just starting off. Leaving these on ...; Created on 11 February 2023
11. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was ...; Created on 19 October 2022
12. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= ...; Created on 18 August 2022
13. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; What? This is a quick article on how I built my 2022 workstation and got 5 monitors working with only 1 graphics card. Why? This took me a good few hours to get working so I thought this article ...; Created on 12 March 2022
14. ZohoCRM: Template: not being able to edit a text box: / Zoho /; What? This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...; Created on 25 January 2022
15. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; ... to change by going to Settings > Preferences > Packing Slip Settings > and Enable "Delivery To": Then change the Shipping Address Format either under "Customers and Vendors" (although this applies ...; Created on 07 October 2021
16. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; What? This is an article to document how I got a client's eBay to notify the seller every time a buyer bought a fixed price item. This uses the Trading API even though I'm aiming for the Platform Notifications ...; Created on 20 September 2021
17. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; What? This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and ...; Created on 02 September 2021
18. ZohoCRM: Process all records of a module: / Zoho /; ... thought of an alternative that I now use frequently in client systems. How? The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then loop ...; Created on 24 August 2021
19. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; ... usually have 3: .joellipman.com (used in verification), .joellipman.com and www..joellipman.com (for the subdomain). I have had this working with the 2 CNAME records though. Some providers say this ...; Created on 17 November 2020
20. Zoho Creator: info/alert/modal/popup notification for any user: / Zoho /; What? So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click ...; Created on 06 November 2020