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

13 February 2023 only has information up to 2021. How? The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the...

• 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 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 getting the OAuth access codes from the...

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

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 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 hours set at the organization level in ZohoCRM. How?...

• 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 adjust stock level if item has enough quantity then that purchased - Adds tracking number and carrier to shipment record on either creation or modification. - Only creates shipment order if shipped time is specified. - Only marks shipment as delivered...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 has less than 100 characters." } How? So the quick answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number...

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

Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 of Zoho Books (without disassociating it from the attachments), will remove the file permanently. You only need to run either of these as the second one runs both (disassociate and delete): // disassociate as attachment (removes attachment from the Bill...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The function to rule-them-all This code was used for testing, then for correcting any historical...

• 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 span.year').text(currentYear); Error(s) Encountered: Error Status 401 Code 1030: Authorization Failure. The access token is either invalid or has expired. Please check your Zoho Account for more information. If your widget sits on an external server, it...

• 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 v_FileUploadFieldName = "Cached_DataFile"; v_RecordID = c_Check.ID.toString(); // // using API upload file endpoint (either endpoints seem to be valid) //v_Endpoint =...

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

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 The reason it was blank was due to my parameters; the key item to remember is that status is a mandatory field and it can either be "closed" or "open". If you have used ZohoCRM then this is obvious; if you haven't then it may be difficult to work this...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 the URL text. In this example, we are using images uploaded in the Zoho Analytics image library but you would need images either uploaded in Analytics or a publicly accessible image without a user wall. Pre-amble Have all the images you want to use...

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

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click on "My Folders" and...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 up with its rounding figures. They're wrong in any case as they don't match the ZohoCRM... or both are just not matching... either way, your client will likely only accept the previous solution. I wanted to use a regex rather than treat the number as a...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 in Zoho Analytics > Under Controls / Configurations you should see Logo Rebrand. Set the "Powered by Logo" setting to either "None" or upload your logo and select "Display your own logo". I had to amend the code above a fair bit specific to the client...

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

Joomla banners not rotatinghttps://www.joellipman.com/articles/cms/joomla/joomla-banners-not-rotating.html

20 October 2009 installing a 3rd party applicatoin. Unfortunately the Joomla banner module only supports alternating between banners of either the same client OR the same category. The setting is in your Joomla > Module Manager > Banner... What I do is I don't select a...

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

Change Regional Settings for your Reporthttps://www.joellipman.com/articles/microsoft/ssrs/change-regional-settings-for-your-report.html

17 May 2010 the regional settings of a report generated using Report Builder 2.0 on a MS SQL Server 2008 instance were dependent on either the server or the client machine. Realised that this was actually specified in the report. Here's a quick note on how to set...

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

MediaWiki: MySQL to extract path to imageshttps://www.joellipman.com/articles/cms/mediawiki/mediawiki-mysql-to-extract-path-to-images.html

06 December 2011 freeze, I had sent all Wiki articles modified since the last export but then needed to send all images that had also been either added/modified since. How? Using MySQL, the following query lists the image name, size, user who uploaded, timestamp and the...

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

MS Excel: Convert a text to a numberhttps://www.joellipman.com/articles/microsoft/excel/ms-excel-convert-a-text-to-a-number.html

15 November 2013 in other words, not worth the time or effort to try (didn't work anyway). The TRIM() function will not work for you either, nor with the VALUE() function.... The culprit was a suspicious space which had been copied in between the currency amount and the...

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