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Assuming daily is required, the following 10 results were found.

  1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead...

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

  2. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    // // add it to the public URL field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New Workflow Set the Start date and time to tomorrow's date at 2:00am Run Daily Name the...

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

  3. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will check the...

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

  4. PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/cms/website-development/php/php-script-make-your-own-thumbnail-generator-via-api.html

    via GET All calls must include: name — the output file name without the extension url — the source image URL auth — your daily MD5 API key client — your lowercase alphanumeric client identifier Requests missing or failing any parameter will be rejected...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *

  5. Setup a copy of your Joomla websitehttps://www.joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

    that you've developed. (referred to with the customers as TEST). BACKUP - an exact copy of LIVE (preferably from a daily refresh - and inaccessible to non-administrator users) DEV1 - a copy of LIVE and for developers to play with. DEV2 - a copy of LIVE...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB

  6. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-meeting-using-deluge.html

    // // recurring pattern (this one sets to everyday from today) m_Pattern = Map(); m_Pattern.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=2022-03-02"); m_ScheduleMeeting.put("Recurring_Activity",m_Pattern); // // send invitations to participants?...

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

  7. Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters,...

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

  8. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    "Tuesday", "business_timing": [ "7:00", "18:00" ] }, { "days": "Saturday", "business_timing": [ "09:00", "15:00" ] } ], "daily_timing": null, "week_starts_on": "Monday", "same_as_everyday": false, "id": "123456789000000123456789", "type": "custom" } }...

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

  9. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    Label: Fn - Settings - Generate Email Signatures Trigger: Off a button / Standalone / Schedule to run daily @ 1am Purpose: Generates the email signature for all active users on their profile into the CRM settings. Inputs: - Outputs: - Scope(s):...

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

  10. Zoho People Analytics Regional Configurationhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-analytics-regional-configuration.html

    regions they are responsible for. HR users need to view advanced analytics dashboards through Zoho People as part of their daily work, while remaining restricted when accessing Zoho Analytics directly, and reporting teams require analytical access...

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