Assuming there is required, the following 217 results were found.
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helpful either. How? In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the OpenAI ChatGPT forgets what the context of the conversation was about: Well we can populate the list of messages so that there is a conversation trail for the OpenAI ChatGPT to build on: // // initialize m_Response = Map(); v_Message =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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that had been updated on " + zoho.currenttime.subDay(1).toString("EEEE, dd-MMM-yyyy") + " "; v_Message = v_Message + "There were " + v_CountUpdated + " record(s) updated. Kind Regards, The Team"; sendmail [ from :zoho.loginuserid to:"Joel Lipman "...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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2024-05-21 (Joel Lipman) - Revamp of code as per best practices - Correct error: Check and update the code in line 74 as there is a Exception : Value is empty and 'get' function cannot be applied More Information: Navigate to payments, then find pending...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Sent Myself Walk-In Accepted Sent Invited The catch is that our campaign names are in data rows not individual columns. How? There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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by clicking on "Show Key" The deluge function So this function will return the word "delivered" or whatever other statuses there are for a package: /* Function: String fn_DHL_CheckShipmentStatus(string p_TrackingNumber) Purpose: Queries DHL for tracking...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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(Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks. How? So...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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confirm this works. Why? I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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} else { r_InvoiceSO = zoho.books.createRecord("invoices",v_BooksOrgID,m_InvoiceDetails,"abzohobooks"); } Note(s): There are 2 other payment terms which is by setting payment terms to 0 which will result in a "Due on Receipt"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are tips found across the web just not specifically addressing this. How? Here is the code for a test function which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to ZohoDesk > Setup > Developer Space > API Scroll to the bottom of the page and you should see the 11-digit number "OrgId" there Note this down for later use Get the ZohoAnalytics Org ID: Login to ZohoAnalytics and ensure you are at the "Home" level...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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[{ email: 'no-reply@joellipman.com', label: 'Copy for myself' }], subject: 'Greetings from the Joel Lipman team!', body: 'Hi there! I\'m the very model of a modern major general. Bye. the Team.' }); } } } catch (e) { // return error (don't display it,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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in the same function. I've split it out to explain parts but otherwise it is intended to be all in the same function as there are references to some variables in earlier snippets of code on this page. Error(s): 2945: UPLOAD_RULE_NOT_CONFIGURED Was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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key) Zoho Deluge Here's the code to retrieve all the product categories. We need this to get the count of all products (if there's another way, I'd love to hear it). We don't have more than 100 product categories so we'll just to page 1 but specifying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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it after creating the function so that you can enable the REST API endpoint of it. This will need to be triggered whenever there is an update to the order (especially when tracking details are changed on the order). /*...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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past and "Open" are events in the future. The "is_open" in tasks is misleading and cannot be used in the request for events. There are hardly any parameters you can send to. Here's some code to get the last 50 events: // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *