Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 checking api names and the linking module (not visible via the interface) v_Endpoint = "https://www.zohoapis.com/crm/v8/settings/fields?module=Quotes_X_Users"; r_MetaData = invokeurl [ url: v_Endpoint2 type: GET connection:"my_crm_connection" ]; info...

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

Zoho CRM & Zoho Books: Get SalesPersonshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 } Additional Note(s): Scope(s) required: for the connection I think it was ZohoBooks.settings.READ for the sales persons and then ZohoCRM.modules.all for the CRM sales orders.

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin Click on the settings cog icon in the top right corner Navigate to the appropriate workspace Click on Registration Form Configure the field for...

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

Zoho CRM: Get Unique Values of a Text Fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 Additional If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM. Source(s): Zoho CRM Developer Docs API v2 - Get Records through a COQL Query Merriam-Webster Dictionary - Two heads...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge" and select the function to run (this would...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 = r_Timezone.get("zoneName"); // // get all the fields on the Lead module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ];...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 the data file regularly: After all that you will be shown your data table: Additional Note(s): Here are some notes & settings you may need on your quest to setup Zoho Analytics FTP Data Sources: Zoho Analytics IP Addresses to whitelist (if necessary):...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttp://mail.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 The 2nd diagram is the working configuration I have now. Note that I've moved the bottom screens in the display settings to be next to each other as I found moving my mouse from 4 to 5 involved going up to 2, right through 3 to 1, then down to 5... Now...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 (payment=unpaid). Not sure which fixed this. {"code": 4,"message": "Invalid value passed for JSONString"}: Quick fix by settings the parameters in the invokeUrl to a string m_Params.toString()

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

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"http://mail.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

20 July 2022 correct at time of print. Open Chrome Web Browser Click on the vertical ellipsis/3 dots icon int the top right Click on “Settings” Click on “Privacy and Security” Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttp://mail.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 step if you fail) STEP 3: GENERATE A REFRESH TOKEN For the following, browse to Zoho Sign, login as the customer, click on Settings > API Tokens > then API token - deployment > Get Started Fill out the client ID and client secret along with the Grant...

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 "Group By", select the field that has the value you want to display. Under "Show Value As", select Max Then click on the "Settings" tab and do the following: Under Primary Value - Label, enter the static text you want to display above the sales person...

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

ZohoCRM: Import Attachmentshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 as the OS won't allow the file to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files needed for your import: this will...

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

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

06 March 2023 click on the Search icon and type "CRM": I selected "ZohoCRM.coql.READ, ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.READ, and ZohoCRM.users.READ" Click on "Create and Connect" > Connect Choose the environment (eg. Production, Sandbox, or...

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

ZohoBooks: Stripe Terminal Integrationhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 Trigger: Incoming Webhook Purpose: Listens for stripe terminal payments. OAuth URL: https://www.zohoapis.com/books/v3/settings/incomingwebhooks/iw_stripe_terminal_payment/execute?auth_type=oauth Inputs: invoice Outputs: - Date Created: 2023-03-23 -...

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

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

27 April 2023 info p_eBayOrderRef; // // get books tax rates m_Taxes = Map(); r_Taxes = invokeurl [ url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID type :GET connection:"joel_books" ]; if(!isnull(r_Taxes.get("taxes"))) { for each...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 + v_TimeZoneOffset; Note(s): This was done in ZohoCreator which was showing a timezone of -0700 or PDT irrespective of the settings in the app being set to GMT.

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 to the administrator's section of the Wordpress website (mysite.com/wp-admin) Expand WooCommerce in the left sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttp://mail.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 ]; } } return r_ShopifyWebhooks; The REST API endpoints If you are having difficulty finding these, go to your CRM > Settings/Setup > Functions: then hover your mouse over the function and select "REST API". Enable the API Key option and copy the long...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 CRM info r_NewResp; Step 2: Setup workflow to escalate after 4 days: No code here necessary, this screenshot shows the settings I put in as a separate workflow: Step 3: Delete transferred tasks on converted contact Having disregarded the happy path,...

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