Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

22 January 2022 This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter. Why? Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need...

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

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

25 January 2022 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 same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just...

• 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 "Lead Status" Choose validation type as "Validate using function" and click on "Next" For functions, select "Write your own" Give it a function name, eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn - Validation - Lead Status Change", and a...

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

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

16 January 2023 is a CRM contact record, then include in the upload "Contacts_001.csv") The mandatory field 'Attachment Id' must be mapped: Give a unique value for the column attachment ID (filename column does not need to be unique) and ensure there are no subfolders....

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

ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 in to how to create a button in ZohoBooks but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /*...

• 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 A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as...

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

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

15 April 2024 sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business),...

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

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

14 May 2024 rule stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use code but here we are. Code is our friend....

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 Select the relevant workspace and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 where the template exists in Zoho Sign. But now how do we do this using simply a Mail Merge template held in ZohoCRM? Let's give it a go: Scenario 2: Custom Module Mail Merge: Template exists in ZohoCRM For this scenario, the use-case is a little more...

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

MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 is ok Could you do the same with the attached please? Feel free to include details of what you know of [Video Topic]. Give the transcript to some popular LLMs: [Score: 7/10] I gave the transcript.txt file (all lowercase no punctuation) to Google's...

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

Welcome to my website!https://www.joellipman.com/articles/web-development/welcome-to-my-website.html

19 March 2011 that anything is possible, I only have to believe. I tend to write about issues that the rest of the crowd so easily give up on. I am usually available for consultation and short term projects. If you think I can help you and your website then feel free...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

SharePoint 2007: Change profile picture with minimal permissionshttps://www.joellipman.com/articles/microsoft/sharepoint/sharepoint-2007-change-profile-picture-with-minimal-permissions.html

07 November 2013 without being allowed to upload images or edit other profiles, each user has to do this with the permissions they've been given. Why? Because I can How? Setup an account with gravatar.com and they’ll give you a link to that picture (eg....

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