Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had: ${CONTACT.CONTACT_DISPLAYNAME} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY}...

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

Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype. How? I'm not going to go into detail on how I create an access token to query the eBay...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 The API Solution The following solution requires that your target API accepts base64encoded images or that you can send these in a cURL request (same thing really): string API.fn_ShopifyQuery_UploadPhoto(int p_Position, int p_ProductID) { v_Output = "";...

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

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 Saturdays which my client still works on. How? We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along: thisDate = '2021-10-30'; v_Today = thisDate; v_Tomorrow = v_Today.addDay(1);...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 to our booking form: one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation";...

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

Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

07 December 2021 Additional Note(s): This has not been tested extensively. Do not use if you are unsure it is calculating correctly. I use these to store the values in a table that can be double-checked at a later date. Source(s): Joel Lipman: Zoho Deluge: Generate List...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 they have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 Display Name: FN - Xero - Receive Webhook Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the...

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

Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

21 January 2022 Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these: Zoho Creator: Receive eBay Order Notifications via Webhook Zoho Creator: Receive JSON via a Shopify Webhook This time, the...

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

ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 Only make the changes necessary to how you like it. You will find issues with trying to undo some parts and tweaks as these will consume a lot of time (anyone remember the days of getting an MS Word document to behave?). Best thing to do if you mess it...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 Here's the code at the end of the parent form to hide the columns I don't need the user to see (I'll populate these by code): hide Attachments.Parent_Record; hide Attachments.Document_Name; hide Attachments.Downloaded; Here's the code I use when a...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 invoice was paid. The customer had added 3 custom fields: 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...

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

Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent...

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any field in your...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 have selected a rate without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record...

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

ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 will be the Attachments.csv, Attachments.zip and then any CSV that includes the ZCRM Record IDs of the records to attach these files to. So for example, if you have a mix of files that will be attached to Contact records and Sales Orders, you will need...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

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

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 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 level or stock check of all the products that are currently listed...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick answer...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 page. In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not...

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