Assuming reminder is required, the following 32 results were found.
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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 owner...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A quick article on a frequent question I get asked. This refers to an issue within the Joomla CMS (version 2.5.x) where it fails to email users who reset their password. How? A few things to check: Check the email message even exists: Login to...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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My Setup XP SP3 Workstation Business Intelligence Development Studio 2008 (BIDS) SQL Server Reporting Services 2008 R2 (SSRS) What do I want? I have a report displaying room bookings. Each row lists the day, date, room name, start/finish times, booking...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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> Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS Reminder 1 Hr Before" When is "On a Date/Time" based on "Call Start Time" with execution date "On" the date and execution time "1...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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place: The empty arrow next to the battery indicator tells you that location services is enabled but it is attached to a reminder that needs to constantly monitor your whereabouts in order to "remind you". The reminder here was to charge the phone but...
- Type: Article
- Author: Joel Lipman
- Category: Apple
- Language: *
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(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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well at " A_Hour ":" A_Min " on " A_DDDD ", " A_DD " " A_MMMM " " A_YYYY "`n`nAnd it's time for that gentle reminder..." Message1:="In total...`nYou have " ThisManyWeeksMessage " left at BU.`n`nIn more detail:`n • " ThisManyDaysMessage "`n • "...
- Type: Article
- Author: Joel Lipman
- Category: AutoHotkey
- Language: *
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A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is a reminder on how to swap out a product in an invoice. Why? A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a product that they didn't stock. How? So editing the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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out the timezone so its reusable, and also need to account for when timezone is not included in the Xero date/time: // REMINDER: Zoho Deluge Tryout needs backslashes to be escaped, CRM regex does not // if timezone is included (can be negative or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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might have tested using the trusty sendmail function and then got an error when adding the "attachments" parameter. As a reminder, content-type in the sendmail is not supported in Zoho Creator and nor is List when submitted as a file attachment....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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!= 'Cancelled')) order by id desc, Stage asc"; // returns 200 deals in most recently created order Regular expression reminder (do not use): v_SearchName = v_SearchName.replaceAll("([&\'])","\\$1",false); Source(s) Zoho CRM - Get Records through a COQL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Following the API names in this example, the Deluge code to send would be something like the following instead (reminder: instead of Product_Details, post to the API name in this case "Quoted_Items"): // // init l_CrmLineItems = List(); // // some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This article serves as a best practice and reminder to myself on how to stop endless loops from happening in Creator and crashing the application. This is more for complex Creator forms which have workflows triggered from many deltas/changes. Why? Some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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= List(); l_Participants.add(m_Participant); m_ScheduleMeeting.put("Participants", l_Participants); // // with a reminder 5 minutes before (eg. "10 mins", "1 hrs") m_ScheduleMeeting.put("Remind_At","5 Mins"); // // the meeting status...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- 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 Books
- Language: *
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entire script in one go but do try to run the -- whole script as it maintains associations between users and content. -- Reminder: backticks have been used on reserved words so that this SQL -- script runs on systems that do not have the most recent...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *