Search - Joel Lipman .Com

1. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; What? This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you ...; Created on 20 July 2022
2. Add "Command prompt from here" to right-click context men: / Windows OS /; ... websites that work and don't; I thought I might as well post the way I do it: Open up windows explorer Go to Tools -> Folder Options Click on the File Types tab Scroll down ...; Created on 27 January 2010
3. Clicking on a weblink returns a 404 error: / Joomla /; If you are in the administration panel and you are editing your weblinks and you come across this error: "404 - An error has occurred. Joomla! was unable to locate the stated resource." ...; Created on 06 November 2009
4. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there but this is a one-click accept or decline then done. One of the biggest hurdles here, which ...; Created on 04 November 2024
5. Zoho Creator: Input Color Picker: / Zoho /; ... users to learn about hexadecimal color references and Red Green Blue (RGB) values is somewhat difficult. What would be nice-to-have is if they could be presented with a bunch of colors and they click ...; Created on 14 October 2024
6. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... then Mobile Required" Select the Email field as the primary field to control this rule Set the condition that the email "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Mobile" ...; Created on 03 October 2024
7. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... difficult, at least for me. How? So when I was trying this, I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click ...; Created on 11 September 2024
8. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that ...; Created on 06 August 2024
9. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... workspace you want to create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM Reports workspace > Click on "Create" > Then select ...; Created on 25 July 2024
10. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... to Zoho Analytics, and choose a workspace with the relevant data (in this case Zoho Books Analytics workspace) In the left sidebar, select "Data Sources" then click on the "Add Data Sources" button Select ...; Created on 09 July 2024
11. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... to ZohoPeople as a system administrator Click on the cog icon in the top right to go to the setup screen. Under "Automation", click on "Scheduler" Click on the "Add Scheduler" button Complete the ...; Created on 02 July 2024
12. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business), and permissions ...; Created on 15 April 2024
13. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) Trigger: On Demand when button in report is clicked Purpose: This will send a ZohoBooks invoice directly to its recipient Inputs: ...; Created on 07 March 2024
14. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... top right next to the profile image) Under "Developer Hub" go to "Client Script" Click on "New Script" button (the blue one - not the "Add Script" grey one) Give the client script a name, I'm calling ...; Created on 06 February 2024
15. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... Type is "Page Event" Event is "onLoad" Click "Next" Method 1 This includes a function which counts the number of decimals. I didn't need to use this method for my client; just rounding the decimals ...; Created on 13 December 2023
16. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... data that is expected to be in the rows (ZohoAnalytics may have issues loading a file with only headers) Click on "Create" then "New Table/Import Data" > Select "Files" (the one with the Excel icon) Give ...; Created on 05 December 2023
17. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...; Created on 16 October 2023
18. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... using any other apps or software. How? Here's how to use it: Staff member clicks on button File downloads to their workstation Here's what's happening in the background: File is generated FIle ...; Created on 02 October 2023
19. Zoho CRM: Change System Field Length: / Zoho /; ... the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module ...; Created on 19 June 2023
20. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right next to your profile picture) Under Channels, go to Email Click on the "Email Deliverability" tab Under ...; Created on 04 May 2023