Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. 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
3. ZohoCRM & ZohoWriter: Generate Rich Email Signatures in CRM: / Zoho /; What? This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has ...; Created on 05 December 2023
4. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST ...; Created on 14 November 2023
5. Zoho Books: System Values Maps: / Zoho /; What? A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then ...; Created on 07 November 2023
6. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...; Created on 16 October 2023
7. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; ... zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the ...; Created on 04 October 2023
8. Zoho Books: Generate Bank Text File for Download: / Zoho /; What? This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? ...; Created on 02 October 2023
9. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...; Created on 18 September 2023
10. Zoho Creator: Sendmail a list of attachments: / Zoho /; ... ]; r_Download2.setParamName("file"); l_Downloads.add(r_Download2); // sendmail [ from: zoho.adminuserid to: "This email address is being protected from spambots. You need JavaScript enabled to view it." subject: "Test File: List" message: ...; Created on 20 July 2023
11. Zoho Deluge: Proper Case for Names: / Zoho /; ... Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the ...; Created on 13 July 2023
12. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. ...; Created on 12 July 2023
13. 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
14. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; What? A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my ...; Created on 06 July 2023
15. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; ... checking if daylight savings is in effect in the UK, we should be able to take Greenwich Mean Time and compare to UTC. b_IsDSTInEffect = if(zoho.currenttime.toString("HH:mm", "UTC") != zoho.currenttime.toString("HH:mm", ...; Created on 03 July 2023
16. 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
17. Zoho Finance Suite Schedule: PATTERN NOT MATCHED: / Zoho /; What? A super quick article on resolving this issue if it ever appears again. Why? At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. ...; Created on 12 June 2023
18. Zoho Inventory: Enable Tracking using the API: / Zoho /; What? One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory ...; Created on 04 May 2023
19. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, ...; Created on 04 May 2023
20. 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