Search - Joel Lipman .Com

1. Financial Tech Systems: / Category /; Created on 11 March 2020
2. eCommerce Systems: / Category /; Created on 05 March 2020
3. Customer Relationship Management Systems: / Category /; Created on 05 March 2020
4. Content Management Systems: / Category /; Created on 05 March 2020
5. Zoho CRM: Change System Field Length: / Zoho /; What? This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...; Created on 19 June 2023
6. Windows 7: System Clock is constantly going out of sync: / Windows OS /; ... clock has updated in your taskbar and close the window by clicking on OK Leave your computer for a few hours and see if it keeps the time... If the problem persists, try changing the system registry ...; Created on 28 January 2010
7. Zoho Deluge: Proper Case for Names: / Zoho /; ... other entry does not... This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended ...; Created on 13 July 2023
8. 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
9. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; What? A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday ...; Created on 06 July 2023
10. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // ...; Created on 06 July 2023
11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... system to determine whether to update or create. - Check if SalesOrder already exists on system to determine whether to update or create. - Check if Invoice already exists on system to determine ...; Created on 27 April 2023
12. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
13. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; What? A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing ...; Created on 28 March 2023
14. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark ...; Created on 21 March 2023
15. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. ...; Created on 06 March 2023
16. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023
17. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... systems: l_CsvFileRows = List(); l_CsvFileRows.add("Me,Myself,I"); l_CsvFileRows.add("a,b,c"); // v_CSVFilename = "Test.csv"; f_CSVFile = l_CsvFileRows.toString("\n").toFile(v_CSVFilename); // // ...; Created on 01 March 2023
18. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... CustomModule6: Candidate: Lookup to the Candidates module Job Opening: Lookup to the Job Opening module (called "Vacancies" in client's system) Candidate Ref: A single line text field Vacancy Ref: ...; Created on 08 February 2023
19. 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
20. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for future reference. var l_existingSubformRows = ZDK.Apps.CRM.Deployment_Rate_Log.fetch(); ...; Created on 09 December 2022