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  1. Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

    A quick article on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    in Shopify. Why? Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these: Zoho Creator:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    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 to show the customer who's boss). Now...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    single backslash: v_Test1 = 12.300; info v_Test1.toString().replaceAll("(\\.\\d*?[1-9])0+$", "$1", false); // yields 12.3 // same expression again but with a different value v_Test2 = 12.000; info v_Test2.toString().replaceAll("(\\.\\d*?[1-9])0+$",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

    CODE USING GETRECORDS **************** // init l_Pages = {1,2,3,4,5}; v_PerPage = 200; // // get other products with the same name (set in order of oldest first and keep only first one, delete the others) m_Params = {"select_query":"select id,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://www.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

    ports I tried. I found a comment in a forum of being able to use both the Graphics Card and OnBoard Motherboard port at the same time, something last I built a PC was not possible. However, it was suggested that a modern motherboard BIOS allows you to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Articles
    • Language: *
  7. GoDaddy Apache cPanel: Install SSL Certificatehttps://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

    but it kept showing the certificate for last year. Chatted to GoDaddy who said use incognito mode and clear cached files - same result Downloaded the ZIP file from GoDaddy for the 7th time and extracted the 3 files Opened CPanel and went to the SSL/TLS...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  8. 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

    and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho Books, we're going to apply this solution to...

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

    simply send an email to the Kindle email ID with the PDF file attached to it. Also, you can send multiple PDF files at the same time, as it is with any email client. You can also use ‘Convert’ as the subject and send it to Kindle. The file gets...

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  10. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would...

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

    executed in ZIA chat when "Ask ChatGPT" button is clicked Purpose: This will query the OpenAI ChatGPT API but at the same time retain the context of ZohoCRM Inputs: string userInput Outputs: map m_Response Date Created: 2023-02-08 (Joel Lipman) -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    ] }, { "days": "Saturday", "business_timing": [ "09:00", "15:00" ] } ], "daily_timing": null, "week_starts_on": "Monday", "same_as_everyday": false, "id": "123456789000000123456789", "type": "custom" } } Tidied Up Want that in a practical format for use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    domain, then they can give the following instructions to these instead. ZohoCRM: Get Details as Zoho User The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    1 27 // yields: 27 // // Sunday, 09-Jul-2023 7 28 // yields: 27 Originally, I had this formula which seemed to do the same thing but unnecessarily moved the pointer to the start of the week. It could also error eventually if Zoho made it possible to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

    are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not... This article is a start and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. 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

    to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create another folder called "Profile Photos". Navigate into the "_Global" folder and note the last hash in the URL (after...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    and click on "New" I give it the function name fn_Tickets_OnCreateEdit I click on "Edit Arguments" and give it the same function name as method name, then I click under "Name" and enter p_TicketID with the value "Ticket Id" and click on "Done" Then I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. 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

    ]; } // // store this after the record is created/updated (was getting error if included in record creation - if in same row). // c_ImageRow.File_field = f_DownloadFile; // // let's get the local image cache reference so it is exportable to PDF...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 141 - 160 of 183

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