Assuming manage is required, the following 32 results were found.
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This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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known as "downloadtracker" and "joesdownloadtracker"); for ages I have needed a replacement for the download component managers for Joomla! CMS. I've tried all the following for about a year each and these are my reviews/opinions: Phoca Download Good...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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caret by your name in the top right corner, then click on "My Products": Scroll down to SSL Certificates and click on the "Manage" button alongside the domain you want to install the SSL certificate for Select the Server Type and then click on "Download...
- Type: Article
- Author: Joel Lipman
- Category: cPanel
- Language: *
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Upload the report to the ReportServer. Hover the mouse cursor over it and click on the dropdown arrow to its right Select "Manage" in the dropdown menu Select "Data Sources" in the left menu Specify a "custom data source" and test the connection. Ensure...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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will make the source files available for download 24/7 so in the event that we lose contact with each other, the project manager has the option of going to another developer with the source files in order to continue the work. JoelLipman.Com will...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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it the parameter: crmAPIRequest (string) Dump in the following code: // enter the webhooks key for your app (in Xero under Manage App > Webhooks) v_Webhook_Key = "AAAABBBBCCCCDDDDEEEEFFFFGGGGHHHHI+111122223333444455556666777788889/a1b2c3d4e5f6g7h8i9==";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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Response ID, Email, and Survey ID: 1. Login to Zoho Surveys 2. Click on the Survey > Builder > Hub > Triggers > Webhook > Manage 3. Post URL is the REST API URL of the ZohoCRM function (this function) 4. Set Request Body to JSON with name 'Survey' and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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features ms-settings:appsfeatures-app Apps for websites ms-settings:appsforwebsites Default apps ms-settings:defaultapps Manage optional features ms-settings:optionalfeatures Offline Maps ms-settings:maps ms-settings:maps-downloadmaps Startup apps...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *
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This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: en-GB
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Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record. How? So the key point to remember is that all multi-select lookup and multi-user...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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run) void API.fn_eBayQuery_SetNotificationPreferences() { /* Function: fn_eBayQuery_SetNotificationPreferences() Purpose: Manage notification and alert preferences for a user or an application Date Created: 2021-09-20 (Joellipman.com - Joel Lipman) -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu, expand Phone Numbers > Manage > Active numbers Note the number you want to use (they have friendly numbers but I use the full number in the first...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the email field called "Email" Return to the Context Handler Function IDE (page where you enter the deluge code): Click on "Manage Connections" Click on Create Connection Select Service "Zoho OAuth" Give it a name, I'm calling mine "ChatGPT CRM" Untick...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team". Save and Close Setup:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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below to work, is to add a file upload field on the user profile in ZohoCRM; Login as SuperAdmin > Users > Edit a User > Manage Fields > Drag a "File Upload" field and call it "Signature Image": /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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this isn't a problem for those that don't use RokDownloads. The other day, I logged in to upload some new files and manage some of my downloadable files... Only to find that the Rokdownloads manager would not list any of my files!?! I am in the middle...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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$query = $db->getQuery(true); $query->update($db->quoteName('#__assets')); $defaults = '{"core.admin":{"2":0},"core.manage":{"2":0},"core.create":{"2":1},"core.delete":{"2":1},"core.edit":{"2":1},"core.edit.state":{"2":1},"core.edit.own":{"2":1}}'; //...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB