Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... button in their email (at least in a web-based email client such as outlook or Gmail), they should get something like the following: Your staff will, of course, see the estimate status as accepted ...; Created on 04 November 2024
2. Zoho Creator: Input Color Picker: / Zoho /; ... on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most essential part of a system ...; Created on 14 October 2024
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... to ask us to build this solution for you. It can take a few days but it will save your staff a ton of time per week! What your staff see: How? So we're going to create a button. Let's use ...; Created on 06 August 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order ...; Created on 09 July 2024
5. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... tasks that were transferred from the lead record relating to reminding staff to convert the lead. // l_RelatedTasks = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask ...; Created on 14 May 2024
6. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy = c_AddedBy.Name; } break; } } %> /* ...; Created on 07 May 2024
7. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... true which will automatically 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 ...; Created on 07 March 2024
8. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... in Zoho Creator Staff can access the report via Zoho Creator and export it to PDF. They can then send the PDF to the supplier. Technical Information Automations in the background, on update ...; Created on 26 January 2024
9. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... module that are calculated and will sometimes return numbers with more than 6 decimal places. As this is more than specified on the ZohoCRM field properties, as soon as the staff user tries to save the ...; Created on 13 December 2023
10. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... = ""; // // the generic signature for all users with merge fields enclosed with square tags: v_RecodedSignature = " [AB-StaffName] [AB-JobTitle] [AB-MobilePhone] [AB-Email] www.joellipman.com ...; Created on 05 December 2023
11. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity ...; Created on 16 October 2023
12. Zoho Books: Generate Bank Text File for Download: / Zoho /; What? This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? ...; Created on 02 October 2023
13. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... (in other words, not alphabetical, numerical, or completely random order): void JoelLipman.fn_SetStaffUsualShift() { // // build a standard usual shift subform from CRM r_OrgDetails = invokeUrl ...; Created on 28 March 2023
14. ZohoBooks: Stripe Terminal Integration: / Zoho /; What? A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter ...; Created on 16 March 2023
15. Zoho Deluge: Generate a loop or list of any size: / Zoho /; ... of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters, ...; Created on 21 October 2022
16. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM record ...; Created on 18 August 2022
17. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify ...; Created on 14 February 2022
18. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user m_ScheduleCall.put("send_notification",true); r_ScheduleCall ...; Created on 18 November 2021
19. Zoho Creator: Copy Subform to other Subforms: / Zoho /; ... in a subform called "Mondays" then to click a button which copies it to the remaining working days. How? So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. ...; Created on 17 November 2021
20. Zoho Deluge: Zoho Bookings Get Available Slots: / Zoho /; ... r_ServiceResults.get("response").get("returnvalue").get("data"); for each r_Service in l_Services { if(!isnull(r_Service.get("id"))) { v_ServiceName = r_Service.get("name"); } } Get the staff: ...; Created on 23 June 2021