ZohoCRM: Process all records of a modulehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 want to write a function that will check each record and mark it so that the process doesn't repeat on records that have already been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 how to get a valid Access Token for the rest of these steps. Once we have an access token, we will check what notifications already exist (if any), and then we will create a function that subscribes the application so that any order is sent to a URL,...

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

Zoho Creator / Shopify: Get all Active Productshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

12 October 2021 (this will error/fail over if a product doesn't have a variant) and also how I get Shopify to return the last ID (as it is already sorting by ID) instead of getting Zoho to sort a list and retrieve the last element. At time of print, I ran this to...

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

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

11 November 2021 I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...

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

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

07 April 2022 certificates) Finally, click on "Install Certificate" and then click on the "Refresh Site" button in the popup. (if already installed it just lets you click on "Ok"). Initially I got a support agent from GoDaddy to do this who said it would take about 6...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 + r_UpdateInvoice ] The trick is all in the workflow settings. This worked for us but may not work for you or may be already working for you without this issue. By changing the workflow to execute not "When any field is upddated" but "When any selected...

• 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 my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send...

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

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

16 January 2023 %v_Title% ; -------------------------------------------------------------------------------------- ; Setup if not setup already ; -------------------------------------------------------------------------------------- ; Display Tooltip DisplayGUI: ; add...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://mail.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 { for each r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { // // search by record name to see if we've already added this record before // note the endpoint and then the field comparison here v_SearchEndpoint =...

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

Joel's Reference to MidJourney v4 Promptshttp://mail.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 /settings then enter/return twice Storing prompts as quick commands Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper": /imagine a flower // returns 4 square pictures of a flower...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• 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 = Staff[ID != 0]; for each c_Employee in l_ApplicableStaff { info c_Employee.Name; // // reset the stuff they already have in their subform "Usual Shift" c_Employee.Usual_Shift.clear(); // // great now let's build a ZohoCreator subform c_UsualShift =...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttp://mail.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 SPF, then create a TXT record Specify the Host as @ Set the TXT Value to v=spf1 include:one.zoho.eu ~all If the TXT record already exists for the SPF, then include the TXT value such as v=spf1 mx a ip4:123.245.123.245 include:spf.mycompany.com...

• 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 which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement...

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

Zoho Creator: Sendmail a list of attachmentshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 official documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 need to record the attachment ID and only push it to Analytics if Analytics doesn't have that attachment ID in its table already... or updates it if it does. You might want to add to the code to only push valid image file types as files. The report will...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttp://mail.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 even change how I upload the file, this error no longer appears. This error seems to be at the end of a function which has already done a lot of processing. Here's a quick test snippet of code: void fn_UploadTest() { // // selecting a record which has a...

• 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 in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. How? So first, this article shows you how...

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

Zoho Creator: Render to PDF with margins and page numbershttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered...

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

Zoho Projects: Get All Eventshttp://mail.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 + "/projects/"; r_Projects = invokeUrl [ url: v_EndpointProjects type: GET connection: "my_projects_connection" ]; // // already decided as we only want one v_ProjectName = "My Project Board"; v_ProjectID = "1234567000001234567"; // // get all users...

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

ZohoCRM: Make either Mobile or Email mandatoryhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 button Set Mandatory FIelds > and select "Email" Caveat(s) You will get a warning that you are selecting a field that is already being used in a rule. Seems that I can't select the same field in a third layout rule... Easy without coding and probably...

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