Assuming article is required, the following 356 results were found.
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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: *
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An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to use the where clause in a joomla database query. Why? In response to a member, I use the old form where I can include the whole SQL statement: $db->query('SELECT * FROM #__myTable WHERE condition1=true or condition2=true')...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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A very quick article on how to check what the statement execution limit is on the Zoho application you are working in. Why? Our use-case is that an application we built in Zoho Creator was hitting statement execution limits and rather than proposing an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some point as an input but at the time of print, this hasn't...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Program applications when a user has requested the deletion of their personal data and closure of their eBay account. This article explains the process third-party developers must follow to subscribe to, receive, respond to, and validate these...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A frustrated article about an issue that took me a fair few hours to resolve. So I'm putting it here as I thought I covered this previously but couldn't find it on my website. This was previously titled something along the lines of truncating to 2...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Looking for an online tool that will take an image and make a thumbnail copy? This article is for me if I ever want to recreate an online tool capable of receiving an image URL and which both generates and outputs a thumbnail image and makes it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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been disabled)... How? So this might seem obvious but after trying to scan the meta data (snippets at the bottom of this article), the simplest way was right in front of us. We're going to use the interface to find the form where staff have been...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this. Why? I've been tasked with generating a radar/spider/web chart based on the results from a survey....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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