Applies to
Joomla CMS v2.5.14
What?
This article is a note on how I fixed an issue on a client site. The website had a redirect on the login which would go to a page accessible by "registered" ...
...
Some articles are available for public, some are restricted to staff and different localgroups.
When users click on the 'Login' link, we want the system to automatically prompt them for their username/password. ...
... other than what the interface offers, into the template.
the CRM webhook API function
So let's do my favorite method of creating a REST API function in CRM
Login to ZohoCRM > Setup > Functions ...
... email:
And then let's specify a couple of layout rules to enforce this:
Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout Rules > New Layout Rule
Call it "If Email Blank ...
... logged in user (who clicked the button)
v_LoggedInUserID = 0;
r_Users = zoho.crm.getRecords("users");
for each m_User in r_Users.get("users")
{
if(m_User.get("email").equalsIgnoreCase(zoho.loginuserid))
{
v_LoggedInUserI ...
... here where I demonstrate how to upload photos to be hosted by the Zoho Analytics app.
Uploading the images to be hosted by Zoho Analytics
So first steps are login to Zoho Analytics and go into the ...
... by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following:
Login ...
... basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will check the datasource metadata via the Analytics API.
Add a custom scheduler in Zoho People
Login ...
... you find your webhooks being automatically removed by Shopify, then we put this schedule in to run as many times as possible during the day (but not enough to be banned):
Login to ZohoCRM > Setup > Automation ...
... and a consumer_secret.
Login to the administrator's section of the Wordpress website (mysite.com/wp-admin)
Expand WooCommerce in the left sidebar
Go to Settings (in the menu/sidebar) > Advanced (tab) ...
... canvas to see if we can have this functionality using the out-of-the-box ZohoCRM.
Client Script Configuration:
Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the ...
... the photos don't display.
This is because the photos were just links in the Zoho Creator image field, links to another Zoho app that is behind a user wall (ie. login and password as a Zoho User).
...
... both of the methods below, you will need to setup a client script which runs when the product page is being modified:
Login to ZohoCRM as a system administrator
Give it a name, I'm calling mine "Products ...
...
Check that ZohoDesk is sync'ing with your ZohoAnalytics:
Login to ZohoAnalytics as an Admin with access to ZohoDesk
Make a note of the workspace name that your ZohoDesk will sync with.
Select ...
... identifying per user. So this function uploads the image to the client's workdrive and you will need the long hash ID of the folder:
Login as the client to ZohoWorkdrive (www.zoho.com/workdrive)
Signin ...
... 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 ...
... 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 ...
... 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 ...
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