Zoho Creator: Populate a Multi-Lookuphttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 Creator report. How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button...

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

Zoho Deluge: Generate a loop or list of any sizehttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

21 October 2022 apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 Why? Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice...

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

ZohoDeluge: Inserting a new line character in a CSVhttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

01 March 2023 Adding to a screen output: eg. a button response or response of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used in certain...

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

ZohoAnalytics: Pivot Campaigns vs Contactshttp://mail.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1 Campaign 2 Campaign 3 ----------------...

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

ZohoDeluge: Check Shipment Status via DHL APIhttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 order was delivered. How? So first I'll give some brief instructions on how to get an API key from DHL as a developer and then I'll include the code to query the shipment status based on a tracking number. Becoming a DHL Developer Browse to...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 update a time field with a string is a no go. Set it to an atom time or nice SQL date/time (eg. "yyyy-MM-dd HH:mm:ss") and then apply the function .toTime() Source(s) Zoho CRM v3 Organization API Zoho Community Forums - CRM Business Hours through the...

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

Zoho Inventory: Enable Tracking using the APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 be deleted, set the opening stock to zero: Guess who's going to have their opening stock set to zero, save the record, then delete it. Source(s) Stack Overflow - Using the Zoho Inventory API can you set the item to Track Inventory and Track Serial Number

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 at time of print. Things can change though and if the function is changed to remove every instance of the "distinct" list, then I'll have to come up with a different solution. Maybe Zoho could introduce a removeFirst() if they change removeAll().. The...

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

Zoho Deluge: Proper Case for Nameshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some records containing people's...

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

Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

04 October 2023 period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you get the above error; I'm just...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option. Setup:...

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

Zoho Books: System Values Mapshttp://mail.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my...

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

What can MAGA’s do to stop Biden from cheating again?http://mail.joellipman.com/articles/_other-misc/jokes/what-can-maga’s-do-to-stop-biden-from-cheating-again.html

28 August 2024 guy goes to a bar and is served by a robot bartender. The robot says, "What'll you have?" and the guy says, "A martini." He then gets the best martini he's ever tasted. The robot says, "What's your IQ?" The guy says, "167." The robot proceeds to chat...

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

Zoho CRM: Remove Duplicate Product Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 Method section. Enter a required email address to receive alerts if your Notification Endpoint URL becomes unreachable, then click Save. Enter your Notification Endpoint URL, which must use 'https' and be accessible to you, and ensure it can respond to...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 adjustments, we'll run a check after the invoice is created/updated and check that the total matches the CRM grand total and then add the difference as an adjustment with the description "Rounding Off": v_TotalAdjustments = 0.00; for each...

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

Zoho Deluge: Connect to Shopifyhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 was an absolute waste of time with regards to what I was attempting to do. How? Let me show you how we used to connect and then what the new code will be. The preamble to both of these is how to get the values to include in the invokeURL headers and...

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

Converting SQL date in PHP to European date format and vice-versahttp://mail.joellipman.com/articles/web-development/php/converting-sql-date-in-php-to-european-date-format-and-vice-versa.html

17 September 2009 Issue If you've ever made PHP scripts to process data within a LAMP environment (Linux, Apache, MySQL, PHP) then this happens a lot. In the following example, our HTML form will allow the user to specify a date (so excludes hours, minutes and seconds)....

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB