Search - Joel Lipman .Com

21. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...; Created on 16 October 2023
22. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment ...; Created on 02 October 2023
23. Zoho Deluge: Proper Case for Names: / Zoho /; ... other entry does not... This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended ...; Created on 13 July 2023
24. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...; Created on 12 July 2023
25. 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
26. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // ...; Created on 06 July 2023
27. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... system to determine whether to update or create. - Check if SalesOrder already exists on system to determine whether to update or create. - Check if Invoice already exists on system to determine ...; Created on 27 April 2023
28. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
29. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; What? A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing ...; Created on 28 March 2023
30. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark ...; Created on 21 March 2023
31. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. ...; Created on 06 March 2023
32. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023
33. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... systems: l_CsvFileRows = List(); l_CsvFileRows.add("Me,Myself,I"); l_CsvFileRows.add("a,b,c"); // v_CSVFilename = "Test.csv"; f_CSVFile = l_CsvFileRows.toString("\n").toFile(v_CSVFilename); // // ...; Created on 01 March 2023
34. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... CustomModule6: Candidate: Lookup to the Candidates module Job Opening: Lookup to the Job Opening module (called "Vacancies" in client's system) Candidate Ref: A single line text field Vacancy Ref: ...; Created on 08 February 2023
35. ZohoCRM: Import Attachments: / Zoho /; What? An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? ...; Created on 16 January 2023
36. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for future reference. var l_existingSubformRows = ZDK.Apps.CRM.Deployment_Rate_Log.fetch(); ...; Created on 09 December 2022
37. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... need the offset so that when a user clicks on the #9 entry, the system will know this is March 9th 2022 and not June 9th 2021... To do this, we have 2 date fields which will be hidden to the user but ...; Created on 09 March 2022
38. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... other API integrations in the system that are using OAuth 2.0 or authtokens. Note how this is the same form in my article: Zoho Creator: Push to eBay Listings or my Zoho Deluge: Push Item to Shopify API. ...; Created on 14 February 2022
39. Zoho CRM: searchRecords with sorted results: / Zoho /; What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system ...; Created on 10 February 2022
40. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... if(!isnull(r_XeroContact.get("Contacts"))) { for each r_ThisContact in r_XeroContact.get("Contacts") { // // checks if in system already (update or create) if(!isnull(r_ThisContact.get("ContactID"))) { // ...; Created on 10 January 2022