Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming enter is required, the following 72 results were found.

  1. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

    ZohoCRM > Setup > Developer Space > Connections Click on Get Started / Add New Connection Click on the "Zoho OAuth" icon Enter a Connection name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required!...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    based on content. I tend to use the first solution combined with a form/table of standard messages allowing the client to enter their own text to display to their users. A preset form/page with openUrl could do the same thing but it's a fixed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

    Portal" then on the "Settings" button in the top right: Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. subdomain) you want to use: Then click on "Save". If you have access to the DNS manager for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT - USE ARROW KEYS OR...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this working against Project Issues. Also note, we will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

    or blueprint. If trigger is not mentioned, the workflows, approvals, and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows. Source(s): Insert Records API

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

    the code to verify the webhook came from Shopify: // // declare response variable back to Shopify m_Response = Map(); // // enter webhook key featured in the "settings > notifications > webhooks" section beneath the webhooks where it says // "All your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    label{ display:none !important; } .zc-Save_and_Close-group label{ cursor:pointer; outline:none; text-align:center !important; white-space:nowrap; line-height:19px; height:31px; background-color: #6B47F4; color:#fff !important; font-weight: 400...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    decision box field called "Loaded Once" At the end of your "OnLoad" workflow (after any value assignment to "Audit Change"), enter input.Loaded_Once=true; On all the triggering fields add the if statement if(input.Loaded_Once) { input.Audit_Change =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    want to change this on In the left button menu, click on Header Scroll down and click on Shipping Address Format (Custom) Enter the following placeholders: ${CONTACT.CONTACT_ATTENTION} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

    displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as per your configuration, then click on "Next": Step 2 of 2: specify whether first row are...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic template to enter a Preview Edit mode (not the pencil icon) Click on the clone icon (just below the pencil icon) Give it a new name, possibly the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    from Shopify and your scripts found further below in this article): Give it a Connection Name (eg. "Shopify API Oauth") Enter the Shop ID (eg. "example-store.myshopify.com") Give it an API version (eg. "2022-01" - or whichever is the latest stable...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

    div.zc-Calendar_Day_Select .choice-table-cell span label:nth-child(3){display:block;font-size:10pt;color:#ccc;text-align:center;} div.zc-Calendar_Day_Select .choice-table-cell span label:nth-child(3){width:75px;} Then I format the value within the span...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    Create Give it the parameter/argument p_InventoryitemID as an Integer/Long/Number datatype As the first part of your code, enter the following as code (you'll need to speify your own App Owner and App Name): // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

    email in this list for the Kindle to download the files you send. For that, select the Add a new approved e-mail address Enter your e-mail address and click on Add address. Make sure you add the email address from which you intend to send the PDF files...

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  17. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    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: *
  18. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    the IDE there will be a "Connections" link to click on. Click on "Create Connection". Pick the service (eg. "Zoho OAuth"). Enter the connection details and scope. Error(s) Encountered: {"code":"4401","message":"Unable to populate data, please check if...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Joel's Reference to MidJourney v4 Promptshttps://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

    tool would be better as changes to your settings may limit your discovery of the variations and styles. Type /settings then enter/return twice Storing prompts as quick commands Type /prefer option list to see what custom options you already have. By...

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

    to allow 32000 characters. Keep the email field called "Email" Return to the Context Handler Function IDE (page where you enter the deluge code): Click on "Manage Connections" Click on Create Connection Select Service "Zoho OAuth" Give it a name, I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 41 - 60 of 72

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF

Please publish modules in offcanvas position.