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

11 February 2022 Function: fn_Validate_LeadStatusChange Trigger: Function executed when a record is changed Inputs: String crmAPIRequest Outputs: output message to user Date Created: 2022-02-11 (JoelLipman.com - Joel Lipman) - Initial release - Checks the user profile...

• 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 wasn't working. I followed the process above and it took immediate effect... Update 2024 So I've run into the issue that when downloading the certificate from GoDaddy and followed the steps above but it kept showing the certificate for last year....

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

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

21 June 2022 request passed is not valid."} The .setParamName() function is setting the data type to probably file or attachment when it should be image.

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called...

• 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 to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not Now" instead of clicking on...

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

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

18 August 2022 a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a mobile device, it's somewhat better...

• 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 by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record. How? The...

• 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 p_CandidateID) Workflow: AB001: Associate Job Openings with Candidate Trigger: Workflow run whenever a candidate record is modified Purpose: Associates Job Openings with a Candidate when their record is modified. Date Created: 2023-02-02 (JoelLipman.com...

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

ZohoCRM: Get All eBay Active Listingshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 it has to loop, so try and give a number higher than the actual number of products you have in your shop, it will stop when it's reached the end of the list as per eBay and not what you might have thought it was. /* Function: fn_GetEbayActiveProducts()...

• 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 columns. How? There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with the GUI: Query 1 Due to the limit of sub-query levels we can go down, I want to join this to the contacts data...

• 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 Alternative get request: r_ShipmentDetails = getUrl(v_Endpoint, m_Header, false); Not done yet! Of course, it would help if when something was delivered, that was conveyed back to the system that asked, in this case Zoho Inventory. So for this, I've set...

• 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 A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...

• 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 - Enhanced debug messages as function not auto-triggering on receipt of Order - Resolved: SO ID was not being returned when created. - Forced re-upload of photo for item on any modification Date Modified: 2023-03-20 (Joel Lipman) - Check if payment has...

• 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 our cases, a working example can return within the hour as authenticated. Use the following link to continue monitoring for when this has taken effect: https://zohomail.tools/#runChecks Source(s): ZohoCRM: Email Authentication Zoho Mail Toolkit: Run...

• 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 One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick answer...

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

Zoho CRM: Change System Field Lengthhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 page. How? This is a bit of a hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just on the length...

• 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 Savings are in effect for the United Kingdom. How? Based on the fact that the United Kingdom is on the Prime Meridian and when no daylight savings are in effect, the hour difference to UTC (Coordinated Universal Time) should be zero, then for checking...

• 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 Why? Some of the Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not... This...

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

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

18 September 2023 to read from and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map();...

• 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 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 saying this what I was doing and this is what fixed it when I ran into this error: //...

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