Search - Joel Lipman .Com

21. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; What? This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module ...; Created on 08 February 2023
22. ZohoCRM: Import Attachments: / Zoho /; ... Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...; Created on 16 January 2023
23. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... nvitm."Item ID", invitm."Quantity" And lastly we can group by invoices in the month and sum up the profits as well as include the customer name and other invoice references for the client's report: ...; Created on 03 November 2022
24. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document ...; Created on 17 October 2022
25. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... this function sendmail [ from :zoho.adminuserid to :"This email address is being protected from spambots. You need JavaScript enabled to view it." subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function ran: ...; Created on 17 August 2022
26. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; ... again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again. How? This largely depends on whether ...; Created on 20 July 2022
27. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It ...; Created on 14 July 2022
28. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... ID with the PDF file attached to it. Also, you can send multiple PDF files at the same time, as it is with any email client. You can also use ‘Convert’ as the subject and send it to Kindle. The file ...; Created on 29 June 2022
29. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM: Overview Create a REST API CRM ...; Created on 31 March 2022
30. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... form (I call mine "API Integration") ready with the following fields: Connection Name (Single Line) Dev ID (Single Line) Client ID (Single Line) Shop ID (Single Line) Client Secret (Single ...; Created on 14 February 2022
31. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client ...; Created on 11 February 2022
32. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display ...; Created on 08 February 2022
33. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory ...; Created on 03 February 2022
34. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using ...; Created on 25 January 2022
35. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; ... which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? ...; Created on 21 January 2022
36. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are: Setup recurring FTP connection. Make data readily available to ZohoCRM. ...; Created on 12 January 2022
37. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field: / Zoho /; ... to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { ...; Created on 11 November 2021
38. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on. How? We're going to get today's date, then use ...; Created on 02 November 2021
39. Zoho Creator: Change Radio into Tabs: / Zoho /; What? This is an article to serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match ...; Created on 22 October 2021
40. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has ...; Created on 21 October 2021