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

    } Error(s: Previously my code below was used and it wouldn't work. The difference to the above is that I was trying to add to the multi-lookup directly: // for each v_PackageRef in l_PackageRefs { // // fetch the package record c_Package =...

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

    click on the "Settings" tab and do the following: Under Primary Value - Label, enter the static text you want to display above the sales person (eg. "Sales Person") Alongside the Value field, enter ${Sales Person}.LABEL Under Label: Display 'Unknown'...

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

    of print, the paid plan is a pay as you go or pay as you use. Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks)...

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

    Perhaps by forcing the sort criteria to be by order of cursor alphabetically; but we were happy with the results the above code did anyway so I haven't tried this. Source(s): Shopify Dev - Paginating results with GraphQL

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    :POST parameters:x_Params headers:m_Headers ]; Parsing the response into JSON or a Deluge Map This can be appended to the above within the same function to return a map. Note that this is for fixedpriceitems only. For auction ones, you would need to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    // // sometimes works but sometimes yields: // Me,Myself,I\na,b,c Works on systems where the above doesn't work: l_CsvFileRows = List(); l_CsvFileRows.add("Me,Myself,I"); l_CsvFileRows.add("a,b,c"); // v_CSVFilename = "Test.csv"; f_CSVFile =...

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

    + v_Message + ") for more info."; } Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks) text-davinci-002 text-davinci-003...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    for a particular year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    There was a risk that the removeAll() command would remove every customer from the "all" list. That didn't happen so the above code works at time of print. Things can change though and if the function is changed to remove every instance of the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

    it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you get the above error; I'm just saying this what I was doing and this is what fixed it when I ran into this error: // initialize...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    Issue(s) Encountered Using the CS IDE Run: This can't run ZDK Apps.CRM.Users (this can't read any module)... Simply save the above code and test it using the CRM and not the IDE.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    v_Pages = ceil(v_MaxCount / v_PerPage); info v_Pages; Additional Urlencoding or not didn't have much affect on the above but it is recommended you do as it did work if the criteria were encoded... The criteria is in the same syntax format as the one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    email signatures (no criteria). You will need to change the HTML signature and use the Image Source URLs returned from the above function to generate a HTML signature, then use placeholders for the code to replace these with the user's personal details...

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

    // info v_Endpoint; // info "Send Invoice Response:"; info r_SendInvoice; } // // no need to mark as sent as sending via the above will automatically do that in ZohoBooks. } } } Additional You can include a parameter in the request when creating an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    check) c_ExistingDocument = Document[ID == v_ZC_DocumentRecordID]; info c_ExistingDocument.Document_File; I have all of the above in the same function. I've split it out to explain parts but otherwise it is intended to be all in the same function as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    to get all the categories Code to get all products Here we need to loop through all the available pages, so including the above plus some calculation to work out how many times to loop should retrieve every thing: // // initialize l_AllProducts =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    over the function and select "REST API". Enable the API Key option and copy the long URL to your clipboard for use in the above function: Set up a schedule If you find your webhooks being automatically removed by Shopify, then we put this schedule in to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    want a column for VAT/Tax (Display amount and then percentage beneath in smaller) Line Item Totals have been added to the above code retrospectively without proper testing. Aggregate of total amount may be unnecessary as this could be the same under...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    } } } Caveat(s) I've set it to only remind on business days excluding Saturdays and Sundays but you could modify the above to simply AddDay(n) instead of AddBusinessDay(n) if your guys operate over the weekends. The task will be on the lead record as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

    ]; l_FutureEvents = ifnull(r_FutureEvents.get("events"),List()); Additional: Code to get a single event: The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 141 - 160 of 179

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