Search - Joel Lipman .Com

1. Product Documentation: / Category /; Created on 05 March 2020
2. Documentation: / Category /; Created on 05 March 2020
3. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; What? This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...; Created on 17 October 2022
4. Increase Recent Documents Number in Windows XP: / Windows OS /; Just a quick note here. This is an article based on the REG file from Kelly's Korner (@www.kellys-korner-xp.com/xp_tweaks.htm). I'm not fond of downloading REG files and running them even if I have checked ...; Created on 28 July 2011
5. Documentation Introduction: / Documentation /; I'm going to be putting all the articles which document my downloadable products. Please bear with me as I collate all your questions and go into more detail; Created on 12 September 2010
6. Docman - Uploaded a document and can't see i: / Joomla /; As with all Joomla articles and files, you need to check that they have been published and approved. Sometimes you don't have to and it's all automatic, but if they're not showing: Check that they're ...; Created on 29 June 2009
7. ZohoCRM: Import Attachments: / Zoho /; What? An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? ...; Created on 16 January 2023
8. Zoho CRM: Manage a subform using Client Script: / Zoho /; What? 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 ...; Created on 09 December 2022
9. Zoho Deluge: Generate a loop or list of any size: / Zoho /; What? This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts ...; Created on 21 October 2022
10. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work despite being as per the documentation (see ...; Created on 17 August 2022
11. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; ... again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again. How? This largely depends on whether ...; Created on 20 July 2022
12. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; What? A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document ...; Created on 14 July 2022
13. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... down and select the Personal Document Settings Scroll down again and select the Approved Personal Document E-mail List. This is the list containing the email address that the Kindle will recognize. You ...; Created on 29 June 2022
14. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books. How? We're not going to go into detail on how to parse an eBay response here (see my other articles ...; Created on 21 June 2022
15. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; What? This is an article documenting the process of publishing a Zoho Inventory image to eBay's Picture Hosting Services (EPS). Why? Because I couldn't find any other article in the whole world ...; Created on 31 March 2022
16. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... section to hold a notes field. A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files) A blank subform callled "Attachments" (links to a form called "Documents") ...; Created on 11 March 2022
17. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login ...; Created on 11 February 2022
18. Zoho CRM: searchRecords with sorted results: / Zoho /; What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system ...; Created on 10 February 2022
19. Zoho Deluge: a HTML Entity Decoder: / Zoho /; What? A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " ...; Created on 27 January 2022
20. ZohoCRM: Template: not being able to edit a text box: / Zoho /; What? This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...; Created on 25 January 2022