Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... ZohoSign.account.ALL, ZohoSign.templates.ALL, ZohoWriter.documentEditor.ALL, ZohoWriter.Merge.ALL, ZohoSign.setup.READ, WorkDrive.workspace.ALL, WorkDrive.files.ALL, ZohoCRM.modules.attachments.all Als ...; Created on 06 August 2024
2. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... = v_Message + " This may have been a one-off blip but if you get this error again tomorrow, you should raise this with either Zoho or your Zoho partner. This email will also have been copied to the ticket ...; Created on 02 July 2024
3. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... 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 pricelist... ...; Created on 23 May 2024
4. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... We have no intention of creating a new record per file... Saying that, the file name will change every time it is updated as you will see. Also note, I have a form called "Document", a report called ...; Created on 25 March 2024
5. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... but the revised instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the URL that a Zoho Creator Page can ...; Created on 14 March 2024
6. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... comments/history) - also marks as sent m_Params = Map(); // recipients is a list of emails unlike contact persons in invoice request m_Params.put("to_mail_ids",l_ZB_InvoiceRecipients); v_Endpoint ...; Created on 07 March 2024
7. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... to check, just round em (also means you don't need the above function to count decimals) var v_ProductCost = ZDK.Page.getField('Purchase_Rate').getValue(); ZDK.Page.getField("Purchase_Rate").setValue(parseFloat(v_ProductCost).toFixed(6)); ...; Created on 13 December 2023
8. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; What? A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments ...; Created on 05 December 2023
9. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below ...; Created on 05 December 2023
10. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... 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 change the start of the week ...; Created on 06 July 2023
11. Zoho CRM: Change System Field Length: / Zoho /; ... the attribute. Also remove the class names "disableEditProp" and "eventNone". You should get the following: Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup ...; Created on 19 June 2023
12. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... in storing message conversations despite it's purpose being ideal. Instead, let's use a CRM function to store the conversation between ChatGPT and the CRM User. This way, we can also ensure that the data ...; Created on 06 March 2023
13. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... hides the "add new row" from every subform. v_CssNotes = v_CssNotes + ".zc-subform-addnew a"; // // close off the CSS style tag v_CssNotes = v_CssNotes + ""; // // add to the notes field (also overrides ...; Created on 28 February 2023
14. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... GraphQL The key value to retrieve is "cursor"; we're also going to use "hasNextPage" to determine if we need to keep looping: { productVariants(first: 10, query: "updated_at:>'2023-02-20T00:00:00+0000'") ...; Created on 20 February 2023
15. ZohoCRM: Import Attachments: / Zoho /; What? An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? ...; Created on 16 January 2023
16. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; ... Click on “zoho.eu” this will dropdown all Zoho apps Click on “desk.zoho.eu” Click on “Clear Data” You will be prompted to confirm, click on “Clear” Then also click on “Reset Permissions” (usually ...; Created on 20 July 2022
17. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... print (6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future. How? The process of sending a PDF file to your Kindle device is also quite straightforward. ...; Created on 29 June 2022
18. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... to push an item to an eBay listing (see my other articles for this). But we also want to push an image from Zoho Inventory to eBay. How? Again, there is a caveat in that the subscription you have ...; Created on 31 March 2022
19. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... could help others. It's also a chance to show off my build. Although not high budget like lots of YouTubers I drew inspiration and advice from, it's my first build in a long time. It's always been a dream ...; Created on 12 March 2022
20. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also wouldn't help as some of the options should ...; Created on 11 February 2022