Recent Topics
Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensive
Client Portal Training Course
This topic is a place for those of you who have supported me by purchasing my Step by Step Client Portal training course. Please post any questions or any requests for additional lessons to be added to the course as a comment on this post. Thank you
Lesson 20
In this lesson you refer to API Names in the deals module that do not exist in my version. I have scrolled back through the course but can't see a reference to them nor a programme to use them. Namely the payment names and the project start date.?? Retainer
Updating CRM from Portal
I have got everything working in lesson 10, 11 and 12 but have problems with the outputs. With Document uploads the item status updates as does the client IP address, but the response date field and the client response_Uploads_URL's remain blank. With
Comparing Dates in Zoho Deluge
It would be nice, that if I send them an invoice, that is due on a specific day, then I only give them the warning message of the invoice overdue, when the due date has passed: something like this: if (deadline > today) { It would be nice, to know exactly
How to Integrate Chat GPT-4 with Zoho CRM via the OpenAI API
Hey guys, Thanks for supporting my channel on YouTube. This post is to go along with my video found at: https://youtu.be/X01FpA3455g As promised, here is the code from this video: // Enter your OpenAI API Key apikey = "YOUR-API-KEY-HERE"; // Set up the
[DUPLICATE] - Setting up a custom integration in web app build
I'm trying to integrate the OpenAI API into a simple Web App build on Zoho. I'm not sure how to configure the OpenAI API as a custom connection. It would be great if you could explain how to set it up. Thanks!
OpenAI integration and Web app build
Hi Gregory, great youtube Videos! I have a request/suggestion - it would be amazing if you could do a series of videos focused on the integration of OpenAI models (from the playground) into a Web app built in zoho. There are scores of videos explaining
How to exports email with conversation
Hello. Is there an way to export email tickets with conversations? I'm in the need of doing that and the way Zoho has shows only Tickets with email contacts but no conversations. (Which needs to be imported to another Zoho Platform Is this possible
Zoho Creator Version 6 Issues at Step 6 of the Course (ZohoCRM not Authorized)
Hi Greg, Had posted on here this morning but seems to have disappeared. Have tried in normal page (not incognito) and still get error message but this time about not being authorised and mentions line 11 This is a copy of the code i have written <%{ %>
Create Folders in Workdrive error messages
Hi, Great videos and content thanks. I, like Karen, am not a programmer but following your videos is a great help. I have run into a problem with trying to automate the creation of folders in workdrive I get an error on the script i.e scrrenshot
how to debug the function - oncreate portal items
Hi Greg, How should I debug this function (Workflow_On_Create_Instructor_Portal_Item) using info? In other words, inserting 'info' does not pop out the status window to check variables, etc. For some reason the function does not create the subfolder for
Creator Version 6 Issues
If you are using Creator Version 6, then the built-in function to GetOrgVariable from Zoho CRM no longer works. I have created a workaround lesson for this and it is at the top of the course under the introduction. I have also updated the lesson notes
The PUBLISH link has moved (Step 6)
TLDR; In Step 6, if you don't see the "Publish" button under the application's settings, go to "Operations" from the main/left/dashboard menu. Then click "Publish", select the "Client Portal" app and component. I took a TWO HOUR detour on this 10 minute
Video playback speed and auto-pause
Many online learners have become used to consuming/learning at higher speeds (1.5x-2.0) and they are able to multi-task and filter presented content in real-time. So I present two questions: 1) Is it possible to change the video playback speed, similar
Getting error message
I do not know how to program in Deluge, but am following your videos step-by-step. The course is complicated but remarkably easy to follow so far. However, I am getting an error message: Failed to execute function Invalid collection string Line Number:17
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Post your video ideas/suggestions/requests here
Please create a post in this section and explain what you would like to learn more about and if I think that others will get value out of your suggestion, I will make a Youtube tutorial video on the subject for you. Please search other posts first, and
Welcome to the ZE Partner Forum (Start Here)
Welcome to the ZE Partner Forum! This space is for our social media followers to ask questions, suggest future video ideas, report issues, and just generally discuss Zoho. Make yourself at home and please remain respectful to others at all times. Introduce