Search - Joel Lipman .Com

1. ZohoCRM & ZohoWriter: Generate Rich 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
2. 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
3. Zoho Books: System Values Maps: / Zoho /; ... instances 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. 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
11. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... ...; Created on 01 March 2023
12. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; ... above within the same function to return a map. Note that this is for fixedpriceitems only. For auction ones, you would need to adjust the parsing code below to capture auction details. This includes ...; Created on 28 February 2023
13. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes ...; Created on 28 February 2023
14. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed it to ...; Created on 13 February 2023
15. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Type Type the parameters you want as default Press /settings Settings will default some settings although, again, I wouldn't recommend these if you're just starting off. Leaving these on ...; Created on 11 February 2023
16. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... records The below snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference ...; Created on 08 February 2023
17. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the ...; Created on 09 December 2022
18. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... ed to include those credit notes for refunds, etc. This tweak is if we want to calculate credit notes issued in a particular month rather than the one-to-one with an invoice as profits in the past wou ...; Created on 03 November 2022
19. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function: void fn_SignDataAndAttach(int v_RequestId, int v_DocumentId) { // // ...; Created on 17 October 2022
20. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where ...; Created on 18 August 2022