Search - Joel Lipman .Com

1. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; What? A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field ...; Created on 03 October 2024
2. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... to email from CRM with a rich-text interface. Why? The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set ...; Created on 06 February 2024
3. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; What? This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has ...; Created on 05 December 2023
4. Zoho Creator: Sendmail a list of attachments: / Zoho /; What? This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred ...; Created on 20 July 2023
5. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, ...; Created on 04 May 2023
6. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to ...; Created on 18 August 2022
7. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
8. Zoho Deluge: Generate and Send a CSV via Email: / Zoho /; What? A super quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me ...; Created on 16 June 2021
9. Windows Live Mail Error ID: 0x8DE00005: / Windows OS /; Applies to: Windows Live Mail 2012 What? A quick article on how to update the Microsoft Live Server URL for Hotmail using Windows Live Mail. Well how to deactivate an account and set up a new ...; Created on 14 December 2016
10. Things to Check if Joomla Password Reminder email not being sent: / Joomla /; 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 ...; Created on 09 May 2013
11. Could not instantiate mail function: / Joomla /; Quick Fix Check that this error isn't resolved by just changing the Mailer (Joomla > Global Configuration > Mailer settings). Alternate between PHPmail and sendmail just to check this isn't the problem. ...; Created on 09 May 2011
12. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... add a couple of buttons to the estimate template in ZohoBooks Login to ZohoBooks > Settings > Email Notifications > Estimate Notification Many ways to add a button but here's how I do it (requires some ...; Created on 04 November 2024
13. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... ====================== // share folder to members woh can access it (read-only) // // list of recipients l_WorkdriveRecipients = ; // for each v_RecipientEmail in l_WorkdriveRecipients ...; Created on 11 September 2024
14. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; What? I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template ...; Created on 06 August 2024
15. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) ...; Created on 02 July 2024
16. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; What? An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person ...; Created on 14 May 2024
17. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... - Not the used final version): 0) { if(c_Quote.Name != null) { v_Firstname = c_Quote.Name.first_name; v_Lastname = c_Quote.Name.last_name; } if(c_Quote.Email != null) { v_Email ...; Created on 07 May 2024
18. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... build response to Shopify m_ResponseHeader = Map(); m_ResponseHeader.put("status_code",401); // // compare our hash vs the received hash if(v_VerifyHash == v_ShopifyHash) { m_ResponseHeader.put("status_code",200); } /* // sendmail [ fro ...; Created on 22 April 2024
19. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... var v_ShopifyID = ""; var v_ShopifyEmail = ""; var v_GreetingName = ""; // Try and catch try{ // Get Creator Parameters Passed in URL - Cannot ...; Created on 14 March 2024
20. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... API having a few email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure ...; Created on 07 March 2024