Search - Joel Lipman .Com

1. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... Mobile "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Email" Caveat(s) You will get a warning that you are selecting a field that is already being used in a rule. ...; Created on 03 October 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... the document. I know this exists in ZohoSign already but we don't expect staff to go to another app to check on this and would rather see it directly in ZohoCRM on the relevant record. So the more ...; Created on 06 August 2024
3. Zoho Projects: Get All Events: / Zoho /; ... = v_BaseURL + "/restapi/portal/" + v_PortalID + "/projects/"; r_Projects = invokeUrl [ url: v_EndpointProjects type: GET connection: "my_projects_connection" ]; // // already decided as we only ...; Created on 22 July 2024
4. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
5. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. ...; Created on 15 April 2024
6. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... with the to email address, bcc, subject and message content already populated. How? The example from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a ...; Created on 06 February 2024
7. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... You would need to record the attachment ID and only push it to Analytics if Analytics doesn't have that attachment ID in its table already... or updates it if it does. You might want to add to the code ...; Created on 05 December 2023
8. Zoho Creator: Sendmail a list of attachments: / Zoho /; ... from a public domain, no user wall. The key here which the official documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this. ...; Created on 20 July 2023
9. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...; Created on 12 July 2023
10. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... then create a TXT record Specify the Host as @ Set the TXT Value to v=spf1 include:one.zoho.eu ~all If the TXT record already exists for the SPF, then include the TXT value such as v=spf1 mx a ip4:123.245.123.245 ...; Created on 04 May 2023
11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... Marked Items as inclusive of VAT so VAT reports in Books will be accurate (eg. £499.95 is correctly £416.62) Date Modified: 2023-02-23 (Joel Lipman) - Check if ebay Order ID already exists on ...; Created on 27 April 2023
12. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... c_Employee in l_ApplicableStaff { info c_Employee.Name; // // reset the stuff they already have in their subform "Usual Shift" c_Employee.Usual_Shift.clear(); // // great now let' ...; Created on 28 March 2023
13. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Storing prompts as quick commands Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper": /imagine a flower // returns 4 ...; Created on 11 February 2023
14. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... each r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { // // search by record name to see if we've already added this record before // note the endpoin ...; Created on 08 February 2023
15. ZohoCRM: Import Attachments: / Zoho /; ... Setup if not setup already ; -------------------------------------------------------------------------------------- ; Display Tooltip DisplayGUI: ; add menu Menu, FileMenu, Add, Select External ...; Created on 16 January 2023
16. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... var json_Row = new Array(); var json_Arg = new Object(); // get some values beforehand which allows us to compare to the rows already present in the subform // first column to add ...; Created on 09 December 2022
17. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; What? A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking ...; Created on 18 August 2022
18. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... you or may be already working for you without this issue. By changing the workflow to execute not "When any field is upddated" but "When any selected field is updated" and then selecting the fields "Status", ...; Created on 17 August 2022
19. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; ... and then click on the "Refresh Site" button in the popup. (if already installed it just lets you click on "Ok"). Initially I got a support agent from GoDaddy to do this who said it would take ...; Created on 07 April 2022
20. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... + v_CrmContactID + "/Attachments/" + r_Attachment.get("id"); r_Download = invokeurl [ url :v_AttachmentEndpoint type :GET connection:"ab_crm" ]; r_Download.setParamName("file"); r_CheckIfDocumentAlreadyExists ...; Created on 11 March 2022