Assuming here is required, the following 191 results were found.
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field type so our record can have more than 1 file attached to it. the CRM.attachFile command Okay as a first example, there is a problem here, you asked for Books and this next bit shows how to attach it to a CRM record. This works in the scenario...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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blue AutoHotkey_L: black AHK Basic: green Some other tutorials that helped me out, and inspired this tutorial can be found here: - COM Tutorial by tank - Study the basics from this; I will not be covering them. - W3Schools - Many links listed below will...
- Type: Article
- Author: Joel Lipman
- Category: AutoHotkey
- Language: *
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an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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replying "why would you want to do that?". Anyway, I was looking for something like the record separator in Oracle SQL*Plus where a row of data (blank or made of symbols) separates two sets of data from within the same select query based on a column...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: en-GB
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on Advanced Click on New... For the Action type what ever you want the context menu to display, I use Command prompt from here For the Application value type c:\windows\system32\cmd.exe (this will be different on winnt, browse if unsure to your cmd.exe...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *
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some, so the below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately. How? Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 owner (there is no owner at assignment rule stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article taken from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't...
- Type: Article
- Author: Joel Lipman
- Category: Kindle
- Language: *
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This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module where our client wants to query Zoho Recruit via the API but...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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How? So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator as the app and data processing is mostly done in ZohoCreator. I could have setup...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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function invokeURL rather than the usual shortcode of zoho.crm.updateRecord() or zoho.crm.createRecord(). How? This is somewhere in the official documentation but here's the bits that I need: Updating a record with PUT (note that id needs passed for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This example will rename files which contain the string " (Copy)" and replace it with nothing (so removes it). The challenge here is the space character and delimiting by a string. The Gist -- What I have Image00001 (Copy).jpg Image00002 (Copy).jpg --...
- Type: Article
- Author: Joel Lipman
- Category: MS-DOS
- Language: en-GB
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third-parties involved, plus the documentation online was in parts and requires going to several pages across the Internet. Here I have 1 page and 1 article documenting the process. How? I'm breaking this down into 3 stages: Zoho Creator: Specify Custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Creator (Yes you will need CRM version Enterprise or Zoho One [that supports functions] for this process). So first off, here's a reminder on the function that generates an access token from a refresh token: string API.fn_eBayConnect_AccessToken() {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can then click on to select a particular day....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *