Search - Joel Lipman .Com

1. Enterprise Project Management: / Category /; Created on 05 March 2020
2. Customer Relationship Management Systems: / Category /; Created on 05 March 2020
3. Content Management Systems: / Category /; Created on 05 March 2020
4. 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
5. RokDownloads Manager does not list files: / Joomla /; Well this isn't a problem for those that don't use RokDownloads. The other day, I logged in to upload some new files and manage some of my downloadable files... Only to find that the Rokdownloads manager ...; Created on 28 October 2010
6. How to use download managers with Google Chrome: / Google /; ... the video. Click on your bookmark and Google should say it's downloading the MP4 file Software-wise personally I use: Moyea YouTube FLV Downloader Free Download Manager DVD ...; Created on 19 September 2009
7. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... the engineer to complete Engineer to complete notes / description / additional info Engineer to sign Then the ZohoSign document gets sent to a line manager to Approve the document Then th ...; Created on 06 August 2024
8. Zoho Deluge: Determine your Statement Execution Limit: / Zoho /; ... to have to be asked directly to Zoho rather than using the online subscription plan management section. Statement Execution Limit is 5000 The following will run resulting in the error "Number of ...; Created on 31 July 2024
9. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... and the system managers need to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily ...; Created on 02 July 2024
10. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... y: this is because the system manager who initially set up CRM is used by default. By creating a connection as a system user with the necessary scopes to this CRM instance, untick use credentials of logged ...; Created on 14 May 2024
11. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
12. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... to work, is to add a file upload field on the user profile in ZohoCRM; Login as SuperAdmin > Users > Edit a User > Manage Fields > Drag a "File Upload" field and call it "Signature Image": /* ******************************************************************************* Function: ...; Created on 05 December 2023
13. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hir ...; Created on 16 October 2023
14. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; ... agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom. ...; Created on 03 July 2023
15. 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
16. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year ...; Created on 29 March 2023
17. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... the deluge code): Click on "Manage Connections" Click on Create Connection Select Service "Zoho OAuth" Give it a name, I'm calling mine "ChatGPT CRM" Untick "Use Credentials of Login User" Under ...; Created on 06 March 2023
18. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; What? An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this ...; Created on 28 February 2023
19. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... AS "Profit incl Tax" FROM "Invoices" i LEFT JOIN "Customers" c ON c."Customer ID" = i."Customer ID" LEFT JOIN "Account Managers" absp ON absp."Customer ID" = c."Customer ID" LEFT OUTER JOIN "Invoice Ite ...; Created on 03 November 2022
20. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... option Account and Lists which should show somewhere along the top right of the home screen. Under Account and Lists, look for Your devices and content > Manage Devices. You will get to see the list ...; Created on 29 June 2022