Zoho Creator: Retrieve record with case-insensitive queryhttps://joellipman.com/articles/crm/zoho/zoho-creator-retrieve-record-with-case-insensitive.html

21 November 2019 the error: "Expression is not allowed in left side of a Criteria". There used to be an old solution for doing this and can still be found in the community forums from a 7 year old post; but now you can apply a containsIgnoreCase function to search the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Does Google Chrome Frame really improve performancehttps://joellipman.com/articles/google/does-google-chrome-frame-really-improve-performance.html

23 September 2009 The jury's still out on this one. I have noticed a slight improvement in my page loads but will have to carry out proper tests on the weekend. Instructions to a hard-coder The Google Chrome Frame (or ChromiumBrowser) is quick to enable. Simply ask your...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Zoho Deluge: Setup an API Connection for InvokeURLhttps://joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 zoho.eu, then this is the EU datacenter. If it says zoho.in, then this is the India datacenter. View the attached if this is still confusing. The following screenshot is of a client's Zoho Books instance opened in a browser. the circled part is the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Create a Widget which uses JavaScripthttps://joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 attacker is trying to pretend to be 127.0.0.1, or a Wi-Fi sign-in screen has interrupted the connection. Your information is still secure because Google Chrome stopped the connection before any data was exchanged. You cannot visit 127.0.0.1 at the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 have included this in the example above. Line Item Tax doesn't display at line item lvel Previously submitting no tax would still put a 0.00 in the tax column of a line item. I have found that you have to include the line tax option of zero tax (or...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

03 June 2021 the spacebar and not the Alt Gr often found on the right of the spacebar) then press the numbers in the numeric pad (while still holding down the ALT key), then let go of the ALT key. Remember: This will not work with the numbers at the top of your...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 Note that at the time of this article, API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 I would add the code: if(input.Update_Preview) { input.Audit_Change = "Title: " + zoho.encryption.md5(input.Title); } This still causes endless loops in certain cases because OnEdit, when we reach field 1 and audit change is invoked, the tickbox becomes...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Upload a Product Photo using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Change Radio into Tabshttps://joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 = v_Css + ""; input.Note_CSS = v_Css; Yields Then I need to get rid of the circles (radio inputs) but ensure the labels are still visible (I can hide all labels in this group except for those with class "choice-label-text"): v_Css = ""; v_Css = v_Css +...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 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 the .addDay(), check none of these are a Sunday, and move the next...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 If you don't get an OK message then check your CRM code matches as above (with different v_Webhook_Key). If it still doesn't work then try solution #2: using a third-party server detailed further in this article. Solution #2: Using Third-Party Server If...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 from being selected based on the profile of a user. 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 wanted...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 input.Calendar_Day_Select = v_PreselectedValue; // // hide (comment this out if you are still debugging) hide Hidden_Fields; Then we need a workflow/trigger that runs whenever a user clicks on one of these date boxes (On User input of Calendar Day...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 currently does one image from Zoho Inventory. I'll need to add to the code to retrieve the other photos from Zoho Inventory Still to run a few tests but if I'm right in my guesses, if you edit the listing in eBay's interface, it may get confused as to...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

GoDaddy Apache cPanel: Install SSL Certificatehttps://joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 this who said it would take about 6 hours to 2 days to take effect. Not sure what was supposed to happen but 2 days later it still wasn't working. I followed the process above and it took immediate effect... Update 2024 So I've run into the issue that...

• Type: Article
• Author: Joel Lipman
• Category: cPanel
• Language: *

Search and Replace in a MySQL Databasehttps://joellipman.com/articles/database/mysql/search-and-replace-in-a-mysql-database.html

17 March 2010 done no matter what. If you've ever sat there with phpMyAdmin or a MySQL Administration Tool (like Navicat or SQLYog), and still there at night editing each field so that it displays correctly... well that's usually me. Found it a bit boring but here's...

• Type: Article
• Author: Joel Lipman
• Category: MySQL
• Language: en-GB

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 connection:"my_books_connection" ]; Caveat(s) The code above only uploads 1 photo... Update 2024: the code above STILL only uploads 1 photo. Error(s) Encountered {"code":37,"message":"The HTTP method POST is not allowed for the requested resource"} The...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 to authorize the connection between CRM and ZIA: Click on ChatGPT CRM Click on Reuse Test on keeping conversation context: Still to do: Need to train it on ZohoCRM data with statistics and datasets. Planning Need to ensure data fed into a session is not...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 - Revamp and debug line by line - Switched email identifier back to StaticAlias rather than member Email - Possibly still an issue with delayed payment (check this is not holding status) Date Modified: 2023-03-17 (Joel Lipman) - Enhanced debug messages...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *