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

    m_Output; Click "Save" and Done! Yields: Additional Note(s): If the user's profile is blank, the rule will not apply to them. l_Disallowed = List(); l_Disallowed.add("Joel"); if(l_Disallowed.contains("")) { info "Yay"; } else { info "Nay"; } // yields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    the options "Downloaded" and "Pending Upload") Here's the code for the parent form to download the attachments and upload them to the Creator "Document" form: // // get attachments v_NoteAttachments = " "; m_SortCriteria = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    longer than an hour, I'd like to document 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 is triggered...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. 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

    in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one "jl_recruit". The Deluge code for workflow /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttp://mail.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    = Map(); m_Message.put("role",v_Role); m_Message.put("content",v_Content); l_Messages.add(m_Message); } } The one to rule them all So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    "); // adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up v_ProductIDStr = "\"'" + v_ProductID + "\""; v_VariantIDStr = "\"'" + v_VariantID + "\""; v_InventoryIDStr = "\"'" + v_InventoryID + "\""; // // generate CSV row for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoBooks: Stripe Terminal Integrationhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

    Stripe Dashboard - Developers - API Keys Stripe Docs - Decline codes - Learn about decline codes and how to resolve them when a charge fails.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Get Organization Business Hours using Deluge/APIhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttp://mail.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    for the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right next to your profile picture) Under Channels, go to Email Click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho CRM: Change System Field Lengthhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not recommended... but it is a workaround...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttp://mail.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    sure the attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Books: System Values Mapshttp://mail.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoCRM: Using Criteria with Module Record Counthttp://mail.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    "Latest CRM" in their Campaign_Name fields. When you use parentheses or comma in the value for a criteria, you must escape them using a backslash. Further, you must encode the value. Example: Consider the search term:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. Check that ZohoDesk is sync'ing with your ZohoAnalytics: Login to ZohoAnalytics as an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Workdrive: Getting Team Folder IDhttp://mail.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    [ url :v_Endpoint type :GET headers:m_Header connection:"my_workdrive_connection" ]; info r_TeamFolderInfo; The one to rule them all // ====================== // get folder information //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. 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

    community forum pages I went through which showed me how not to do it, but as none were the solution, I'm not sure putting them here would make this easier for you. Zoho Books API Documentation: Create Invoice: adjustment_description "Customize the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    new tab. Right-click on the tab you want to hide and click on "Add Element ID" (or "Change Element ID" if already set). Call them something easy to remember such as "Tab_SalesPipeline" and "Tab_HirePipeline". Save and close the edit mode of the Canvas....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. PHP Script: Make your own Thumbnail Generator via APIhttp://mail.joellipman.com/articles/crm/zoho/php-script-make-your-own-thumbnail-generator-via-api.html

    the online tools that did the same had a pricing page. I can understand why you would need to limit users so I don't blame them. But if you can, why not make your own? How? So you will need a webserver of your own running PHP 8. The following PHP script...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho People: Get Performance Records over APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

    Create a blank Excel file / spreadsheet / csv Copy the names of fields you want to store (I'm taking all of it), and paste them into the header of the spreadsheet with each one occupying one cell. Enter a description in the 2nd row to convince Analytics...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    Then I'll write the SQL queries to get the individual responses into a table with labels and columns that can help me group them (and identify which responses belong to which survey attempts). Then I'll write the SQL to sum up the responses per page per...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 81 - 100 of 111

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