Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 and not June 9th 2021... To do this, we have 2 date fields which will be hidden to the user but displayed here for testing purposes: the starting date, and then based on the offset, the selected date. The first bit of this snippet creates a map which...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 = invokeurl [ url :v_Url type :POST files:r_DownloadedPhoto connection:"my_books_connection" ]; // // output for demo purposes info r_UploadPhoto; Base64 // // ZohoBooks Organization ID v_BooksOrgId = 12345678; // // Zoho Books Item ID v_ZB_ItemID =...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 the candidates belonging to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see...

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

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 Tools" Click on "Create Bot" (or "Edit Handlers" on an existing bot) Fill in the details then edit the Handlers. For demo purposes, edit the code for the "Message Handler" Get an OpenAI API Key Login to OpenAI Browse to...

• 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 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 client. How? I'm going to split this...

• 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 ",",").toList(); // // loop through for each index v_Index in l_GeneratedList { // output to developer for debug purposes v_Date = zoho.currentdate.subDay(v_Index).toString("yyyy-MM-dd"); info v_Date; // // set criteria of what shipment orders to...

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

ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working...

• 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 once. Incorrect Time: In my case, this was due to the CRM being set to a different timezone (7 hours off) and for testing purposes, I need to add the second parameter of toString() to a desired timezone. The CRM format without a second parameter is...

• 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 workspace you want to create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM Reports workspace > Click on "Create" > Then select "Dashboard": Then in the top right of the...

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

ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then let's specify a couple of layout rules to enforce this: Login as...

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

Converting SQL date in PHP to European date format and vice-versahttps://www.joellipman.com/articles/web-development/php/converting-sql-date-in-php-to-european-date-format-and-vice-versa.html

17 September 2009 example, our HTML form will allow the user to specify a date (so excludes hours, minutes and seconds). For demonstration purposes, I'm going to be using the European date format so DD/MM/YYYY. The Solution This is what I use to convert a given SQL date...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

$_SERVER['http_referer'] returns blank in Internet Explorerhttps://www.joellipman.com/articles/microsoft/serverhttpreferer-returns-blank-in-internet-explorer.html

19 October 2009 the user anyway but I was using it as an additional validation check. The only solution is to not use it for verification purposes as it will only work in every other browser except Internet Explorer (more specifically versions 6 and 7...???) For more...

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

Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-deluge-to-submit-custom-fields.html

17 June 2021 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom = {"UDF_CHAR8":12345678901234567,"UDF_CHAR7":"Joel Lipman"}; m_Params = {...

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