Search - Joel Lipman .Com

1. 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
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... the URL text. In this example, we are using images uploaded in the Zoho Analytics image library but you would need images either uploaded in Analytics or a publicly accessible image without a user wall. ...; Created on 25 July 2024
3. Zoho Projects: Get All Events: / Zoho /; ... from ZohoProjects. How? The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank response... The reason it was blank was due to my parameters; ...; Created on 22 July 2024
4. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... and vice-versa. And in this use-case, my client has added an incredible number of price books/ price lists and then has in excess of 20k items. Previously, the function that would need to get the ...; Created on 23 May 2024
5. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at assignment rule stage). A workflow email notification ...; Created on 14 May 2024
6. 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
7. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... that Shopify would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process ...; Created on 22 April 2024
8. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... would suffice but here is my first version of the script: /* ******************************************************************************* Function: - Label: Products - Correct Decimals ...; Created on 13 December 2023
9. 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
10. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... How? So there are a few issues with displaying images which would have other solutions, such as hosting the images on a web-server, or converting to a base64 or an SVG. ZohoCRM signatures seem ...; Created on 05 December 2023
11. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023
12. Zoho Books: System Values Maps: / Zoho /; ... of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /* ******************************************************************************* Function: ...; Created on 07 November 2023
13. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+ contact records ...; Created on 12 July 2023
14. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... starts at 7, followed by 1 for Monday, 2 for Tuesday, and so on... How? The logic behind this would be to take the date of the order, check if the order date is a Sunday, subtract a day, and return ...; Created on 06 July 2023
15. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; ... agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom. ...; Created on 03 July 2023
16. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup ...; Created on 04 May 2023
17. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
18. 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
19. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /* ******************************************************************************* Function: ...; Created on 16 March 2023
20. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... = "I don't know. Would you like me to Google: [" + v_Message + "](https://www.google.com/search?q=" + zoho.encryption.urlEncode(v_Message) + ")?"; } } // // build up response to user m_Prompt = Map(); m_Prompt.put("param_name","banter"); m_Prompt.put("prompt_msg",v_Response); m_Response.put("prompt",m_Prompt); // // ...; Created on 06 March 2023