Search - Joel Lipman .Com

1. 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
2. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; What? A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers ...; Created on 20 March 2023
3. Zoho CRM: Manage a subform using Client Script: / Zoho /; What? This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific ...; Created on 09 December 2022
4. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method ...; Created on 17 August 2022
5. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; What? This is an article taken from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of ...; Created on 29 June 2022
6. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... fans (3 x 3-packs) but left the 2 fans included with the AIO because 7 of the fans would be on the Coolmoon controller hub and I wanted some color (not a lot, not even Storm trooper) amongst the white. ...; Created on 12 March 2022
7. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...; Created on 11 February 2022
8. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display ...; Created on 08 February 2022
9. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... the header section) but then they changed address and couldn't change the template. So they had something like: $ $ $ $ $ 11 My Street, My City, My State, My Zip, My Country They wanted to get ...; Created on 25 January 2022
10. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field: / Zoho /; What? I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want ...; Created on 11 November 2021
11. Zoho Deluge: Generate List of TimeZones: / Zoho /; ... this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form. How? So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with ...; Created on 19 October 2021
12. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... Well eBay returns URLs to images that have been resized to 400x400 (even with tweak to return 800x800). I wanted a way to upload my image directly to Shopify in 3024x3024 resolution (or the size that ...; Created on 17 October 2021
13. Zoho Creator / eBay: Get all Active Products: / Zoho /; What? This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve ...; Created on 13 October 2021
14. Zoho Creator / Shopify: Get all Active Products: / Zoho /; What? This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search ...; Created on 12 October 2021
15. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... r_Coql; Additional If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM. Source(s): Zoho CRM Developer Docs API v ...; Created on 08 October 2021
16. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; ... to all templates) or under the specific template. I wanted to do this for just the Package/Packing Slip, so: Go to Settings > Templates > Package Slips Edit the template you want to change this ...; Created on 07 October 2021
17. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; What? A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing ...; Created on 02 September 2021
18. 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
19. 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
20. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... view. Why? A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the user on the record form. The "Save & Close" button ...; Created on 27 July 2021