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Assuming keep is required, the following 59 results were found.

  1. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    we want to merge all the product line items of each quote into one single quote. Why? I've written this article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    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 would submit the form and then redirect the user to the report view...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution. How? So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-upload-a-product-photo-using-deluge.html

    using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo in Zoho Creator but the source doesn't really matter...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for Management, but...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    application so you are viewing the front-end of your Creator app and go to your recently created API Integration form (tip: keep this open while you get the information from Shopify and your scripts found further below in this article): Give it a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  8. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    } The one to rule them all So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the conversation along with new cliqs: // // initialize m_Response = Map(); v_Message = message.trim();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  9. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    page: The GraphQL The key value to retrieve is "cursor"; we're also going to use "hasNextPage" to determine if we need to keep looping: { productVariants(first: 10, query: "updated_at:>'2023-02-20T00:00:00+0000'") { edges { node { id price sku barcode...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    ChatGPT" and it should popup with...things you can ask me... with one being "Ask ChatGPT" Click on it and then ask away:... Keeping a Conversation So annoyingly, the variable broadcast was unreliable in storing message conversations despite it's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    as the second one runs both (disassociate and delete): // disassociate as attachment (removes attachment from the Bill but keep in ZohoBooks documents) r_Detach = invokeurl [ url :"https://www.zohoapis.com/books/v3/bills/" + v_BillID + "/attachment/" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    button (the blue one - not the "Add Script" grey one) Give the client script a name, I'm calling mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    send it and mark it as sent. As the function I use before this to generate the invoice, also updates an invoice, I wanted to keep the action of sending separate so that staff can control that without the worry of updating an invoice and re-sending it.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    Creator Page can receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app doesn't suddenly stop working when a third-party CDN /...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    10 columns called "Untitled-1". I enter some labels in the first column. These will be keys later on to link my report to so keep them short without any special characters. I then saved this table with the name "Joels Image Library". I think I closed it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  16. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    -> Error was due to trying to assign map with removed key to a new map. -> Solution was to remove the assignment and simply keep m_Tag.remove("id");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    first 100 - default order is updated date) for each v_Page in l_Pages { m_Params = Map(); m_Params.put("page",v_Page); // // keep the page size low as this function will be creating contacts and products if required m_Params.put("pageSize",v_PageSize);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    first 100 - default order is updated date) for each v_Page in l_Pages { m_Params = Map(); m_Params.put("page",v_Page); // // keep the page size low as this function will be creating contacts and products if required m_Params.put("pageSize",v_PageSize);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. View your available module positionshttps://www.joellipman.com/articles/cms/joomla/view-your-available-module-positions.html

    You will need to repeat the process when you select a different template but otherwise the bookmark will last as long as you keep that template.

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Using K2 with jezReCaptcha plugin causing errorshttps://www.joellipman.com/articles/cms/joomla/using-k2-with-jezrecaptcha-plugin-causing-errors.html

    it's sound alternative doesn't work and the text form is hackable. I will be changing this over throughout the site... I may keep recaptcha for the comments feature on K2 articles but it should be considered low security.

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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