ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 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 or that has been added to the system based on the business...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 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 record in CRM, the pipeline is automatically...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 The report will work for Zoho Users... didn't really test on permissions and sharing the report, I was logged in as the super admin on both ZohoDesk and ZohoAnalytics for the above demo. Invalid OAuth Scope: Might be an invalid scope, or the TLD...

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

Display a thumbnail of a Google Drive videohttps://www.joellipman.com/articles/google/display-a-thumbnail-of-a-google-drive-video.html

13 November 2018 A super quick article to show how to link to the thumbnail image of a Google Drive file, in this case a video file. How? The hardest part of this is to get the Google Drive File ID (which you need for the below). The image link (src) will be as below...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-and-send-a-csv-via-email.html

16 June 2021 A super quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's...

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

Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-deluge-to-submit-custom-fields.html

17 June 2021 A super quick article to demonstrate an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather than requests. Sure it lists fields that are required in the...

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