Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice. Why?...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 If this is your first app, then click on "Get Started" and select "Server-based Applications" by clicking on "Create Now" on the appropriate box. If this is not your first app, just select "Server-based Applications", then on the plus icon to add new...

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

Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 along with the instructions “please enable the host (https://127.0.0.1:5000) in a new tab and authorize the connection by clicking Advanced -> Proceed to 127.0.0.1 (unsafe)”. This message is somewhat out of date but follow the following instructions to...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 } } // v_ThisHtmlLink can be displayed on a page as a link or you can put in a Note Field for the user to download just by clicking it. Additional: Why not set a scheduled task on the expiry date/time to delete this entry for both house-keeping and...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking on "Save") Hover the mouse over "Quotes" and select "Quote Conversion Mapping" Map your fields that you want and click on...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 as per this article, even having customized the tax rates, when selecting a product that has no tax rates against it and clicking on the edit icon for Tax at the line item level (at header level is unaffected and all tax rates are selectable: in the...

• 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 Click on "Save" Click on "Install App" button in the top right Confirm by clicking on "Install" button in the popup You will be shown your Admin API access token > Store this in the Access Token field of your Creator form. If your app needs the...

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

GoDaddy Apache cPanel: Install SSL Certificatehttps://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 on the GoDaddy website but this is how I do it along with screenshots: Login to your GoDaddy panel and expand the menu by clicking the caret by your name in the top right corner, then click on "My Products": Scroll down to SSL Certificates and click on...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory...

• 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 should "Answer a Question" It should be answered by "Construct Answer by Fetching Data" The question can be asked by clicking the button "Ask ChatGPT" Add the parameter: I'm calling it "banter" of type "String" with a prompt message of "What is your...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by clicking on "Show Key" The deluge function So this function will return the word "delivered" or whatever other statuses there are...

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

Reminder on SSRS row separatorhttps://www.joellipman.com/articles/microsoft/ssrs/reminder-on-ssrs-row-seperator.html

26 October 2011 "Day"), the grey part will display a grouping icon Now select the column that has just been created (usually "Group1") by clicking the grey part above it Delete this column. Check that the grouping grey part (a giant parenthesis) is still there....

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB