ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 process doesn't repeat on records that have already been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I have...

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

Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it doesn't decode every...

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

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

09 March 2022 } But wait we're not finished as there are the chevrons / less-than greater-than signs options to program into. For this simply append the following: else if(input.Calendar_Day_Select == "<") { // // set selected date field value input.Selected_Date...

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

Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 Also, the above steps are a one-time process and won’t need to be repeated each time. So, what you need to do now is 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...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM record...

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

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

16 January 2023 funny characters are replaced out as the OS won't allow the file to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time of print, this is the only way I...

• 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 allow partial payments such as a deposit or instalment. How? I won't go 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...

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

ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 field label name (I tried) just on the length field. Use the translations file to change system field labels The fix put simply is a CSS hack. Specifically by inspecting the element, removing some of the CSS attributes on the field we want to change,...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 a removeFirst() if they change removeAll().. The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 of the problematic product to the ticket. They then want an Analytics report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the...

• 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 a dynamic auto-suggester dropdown; one of those fancy ones that includes photos and a bit of fuzzy logic. I thought I could simply update the field with the new file but as I'm not downloading it, this is apparently not the process. How? As a high-level...

• 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 or "open". If you have used ZohoCRM then this is obvious; if you haven't then it may be difficult to work this out. Put simply, "Closed" are events in the past and "Open" are events in the future. The "is_open" in tasks is misleading and cannot be used...

• 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 I want to have the URL of the image alongside this 2nd column so I'm going to add a 3rd column to my data table which is simply a copy of what was in column 2: In the textarea / multi-line box, and to the right of it, I click on the "ZohoAnalytics Image...

• 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 So the above is good for a credit application form 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...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 -> Error was due to trying to assign map with removed key to a new map. -> Solution was to remove the assignment and simply keep m_Tag.remove("id");...

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