Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... so when clicked, it loads up a page in a browser (redirect from a zoho page) if(b_ValidResponse) { // // generate HTML page when clicked (please amend the following variables) v_CompanyName ...; Created on 04 November 2024
2. Zoho Workdrive: Getting Team Folder ID: / Zoho /; What? This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat ...; Created on 11 September 2024
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... e complete the following Credit Application Form or forward to the person within your company responsible for completing this."); m_Actions.put("recipient_phonenumber",""); m_Actions.put("recipient_countrycode",""); m_Actions.put("verify_recipient",false); m_Actions.put("recipient_name",v_RecipientFullName); m_Actions.put("recipient_email",v_RecipientEmail); l_Actions.add(m_Actions); ...; Created on 06 August 2024
4. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; What? A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. ...; Created on 02 July 2024
5. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... repeats the header on every page. The key here is the HTML attribute zcpage-headerhtml: My Company Ltd Test Street, Test County TEST1 ZIP1 +44 (0)1234 567890 This email address is being protected from spambots. You need JavaScript enabled to view it. ...; Created on 07 May 2024
6. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... stop working when a third-party CDN / API gets upgraded. Add these to the widget as you see fit but I'm including jQuery and Bootstrap: Company Name - Quote Builder ...; Created on 14 March 2024
7. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... to be unable to handle a lot of code or long URLs such as a base64 source URL for an image. The Plan Get company phone and website from Organization Details in ZohoCRM. Upload and get publicly-accessible ...; Created on 05 December 2023
8. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... fields is equals. When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company ...; Created on 14 November 2023
9. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... 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 ...; Created on 04 May 2023
10. ZohoCRM: Import Attachments: / Zoho /; ... Set program Defaults ; -------------------------------------------------------------------------------------- #NoEnv #Warn SendMode Input SetWorkingDir %A_ScriptDir% #SingleInstance force v_Company ...; Created on 16 January 2023
11. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... Give it a name (eg. mycompanyname Zoho OAuth) Set its developer (preferably as the user you are logged in as) Click on "Create" First thing I do is browse to the API Credentials tab: Store the ...; Created on 14 February 2022
12. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... "2" (or your own company initials just to show the customer who's boss). Now click on the pencil icon of the cloned template Right-click on the text box causing the issue and select "Inspect" (if you ...; Created on 25 January 2022
13. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; What? A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both ...; Created on 16 December 2021
14. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, ...; Created on 07 December 2021
15. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; ... $ $ and in my Sales Order: BILLING ADDRESS SHIPPING ADDRESS ------------------- ------------------- Test Company Joels PO Box 1 Test Street 1 Different Street Test ...; Created on 07 October 2021
16. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; What? This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has ...; Created on 17 November 2020
17. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; ... sometimes it won't. Escaping the ampersand with a backslash or url encoding to %26 wasn't working for me. I spent several hours trying to write a script that could search for the existing records by company ...; Created on 28 August 2020
18. Zoho Deluge - InvokeConnector and useful snippets: / Zoho /; ... r each r_Org in l_OrgDetails { info r_Org.get("company_name") + " :: " + r_Org.get("id"); } } } Get Module MetaData m_Module = Map(); m_Module.put("module","Leads"); // omit this li ...; Created on 23 January 2020
19. GDPR Privacy Policy: / Static Items /; ... MYCOMPANY and its associates provide their services to you subject to the following conditions. If you visit or shop within this website, you accept these conditions. Please read them carefully. PRIVACY Please ...; Created on 14 February 2019
20. Zoho CRM: APIv2 using PHP & cURL: / Zoho /; What? 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 ...; Created on 30 January 2019