Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 styling // embed a form loading... // embed a report loading... // // embed using IFRAME: allows for content refreshing with openUrl to target iframes on a page // embed a form // // embed a report // // // embed a published form, the parameter is...

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

Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...

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

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory... How? So we're going to use a ZohoCRM function to get this file which we can run on demand. Why...

• 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 To Be Taken" is not greater than zero, then defaults to balance due of invoice. More Information: TEST PAYMENT SCENARIOS WITH PHYSICAL TEST CARD // Send in as payment endings: eg. $100.00 == payment approved 00 Payment Approved 01 Payment Declined //...

• 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 on a tracking number. Becoming a DHL Developer Browse to https://developer.dhl.com/user/register to Signup Complete the form with your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 into the subform using insert(). Invalid update task found corresponding properties: Trying to update a time field with a string is a no go. Set it to an atom time or nice SQL date/time (eg. "yyyy-MM-dd HH:mm:ss") and then apply the function .toTime()...

• 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 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 eBay active listings...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 and debug line by line - Switched email identifier back to StaticAlias rather than member Email - Possibly still an issue with delayed payment (check this is not holding status) Date Modified: 2023-03-17 (Joel Lipman) - Enhanced debug messages as...

• 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 Code field of the Lead module to the Postal Code on the Deal module. Click on "Save" and then test by converting a Lead with a postal code to a Deal...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet...

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

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

18 September 2023 the necessary scope(s) to read from and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0;...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...

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

Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 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. /* ******************************************************************************* Function: Map...

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

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

26 January 2024 This is an article to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 is that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the...

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

Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

31 July 2024 v_Iteration in l_Loop { info v_Iteration; } // yields an incremental count from 0 to 4999 Observation #2: Setting a loop with leftpad limited to 100,000: Our trick of using the leftpad() method to build a list of any number is actually limited to 100000...

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

What can MAGA’s do to stop Biden from cheating again?https://www.joellipman.com/articles/_other-misc/jokes/what-can-maga’s-do-to-stop-biden-from-cheating-again.html

28 August 2024 gets the best martini he's ever tasted. The robot says, "What's your IQ?" The guy says, "167." The robot proceeds to chat with him about subatomic physics, black holes, and game theory. Curious, the guy comes back a second night. "What'll you have?"...

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

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 = m_ThisData.get("attributes").get("Permalink"); } } } } } // ==================================== // send an email with the permalink v_Subject = "Data for Export w/c: " + zoho.currentdate.toStartOfWeek().toString("yyyy-MM-dd"); v_Message = "To he who...

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

Zoho Deluge: Convert Hex to RGBhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

11 October 2024 you. How? Very quickly, we take each character from the given string and convert it to its RGB value. Replace letters A to F with their numeric equivalents. Made up of 2 characters to convert to an RGB subset, the 1st value is to be multiplied by 16 and...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API...

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