Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 on to a page, you would be free to use some reserved CSS attributes on the page style rather such as position: absolute. Because I'm doing this inline and via code, Zoho automatically removes these. So instead, I am going to use negative/positive...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....

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

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at: Instead, could they...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 store. Why upgrade to the latest version for Shopify when private apps created before February 2022 won't be deprecated? Because the previous version was limited by our ability to search by product SKU. The new version, taking advantage of GraphQL, will...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously...

• 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 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 method...

• 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 A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices...

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

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

16 January 2023 the same filenames, I didn't try this, instead my program generates a unique MD5 for each file with the filename appended. Because of MS Windows 11 limitations (any MS OS really), you need to ensure that long hyphens (#151) and some other funny...

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

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

28 February 2023 for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then...

• 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 to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves... Once again, I'm not going into how to generate an access token / connection from Zoho to...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So taking ideas...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 the eBay order reference and generate all the respective records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection...

• 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 Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net 56" instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // // loop...

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

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

12 July 2023 a removeFirst() if they change removeAll().. The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

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

Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 Billie-Jo McDonald-O'Leary II of Cambridge-Worcester-Oxford Caveat(s): This solution does not cater for the Mac prefix; because "Mackayla", "Macie", "Maci", "Macala", "Mack", "Macoy", "Macey", "Macedonia"... Source(s): Wikipedia: Category: Compound...

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

ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 published ones, but you can display published image URLs (see Zoho Creator API 2.1: Download File). Refused to connect to because it violates the following Content Security Policy directive: "connect-src don't bother. You're probably on an external...

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

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

25 March 2024 } Generate the file You may note that this generates a text file rather than a CSV, this is because our JS widget won't pack a CSV but it will pack text files. // // generate a CSV or TXT v_CSVFilename = "applicable_products.txt"; f_CSVFile =...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 Code Snippets: The Shopify Webhook Check and Restore If you notice your webhooks automatically being removed. It's often because you have it processing data rather than responding straight away (less than 1 second requirement) to Shopify with "yes...

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