Search - Joel Lipman .Com

1. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; What? An example of code using the new API call "Module Record Count" with some criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. ...; Created on 14 November 2023
2. ZohoCRM: Process all records of a module: / Zoho /; What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether ...; Created on 24 August 2021
3. Zoho Deluge - Modify the product line items in an invoice module: / Zoho /; What? This is a reminder on how to swap out a product in an invoice. Why? A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a ...; Created on 22 August 2019
4. Joes Search Module (JSM): / Product Documentation /; What? This article serves as documentation for a Joomla extension I have released which is a copy of the built-in Joomla Search module but with the parameters embedded (set in the administration section). ...; Created on 09 March 2015
5. Upgrading a Joomla 1.5 module to Joomla 2.5: / Joomla /; ... have only ever changed the words to but for more stability, there are a few more tweaks to do. How? For demo purposes we will be referring to a Joomla module called "mod_moduletoupgrade" in British ...; Created on 11 February 2011
6. Joomla - How to preview module positions in a given template: / Joomla /; I was asked "... how do you find out where the positions are, like USER 1 and TAB 4 etc..." To open a web-browser window or tab with this preview, type the following in the address bar after ...; Created on 02 April 2010
7. View your available module positions: / Joomla /; ... Preview Module Positions -> Disabled or Enabled You will still need to suffix the frontend URL with ?tp=1 Joomla 1.5.x This is another feature which took me a few years to notice in Joomla. ...; Created on 15 September 2009
8. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... 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 ...; Created on 03 October 2024
9. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... ZohoCRM.modules.attachments.all ******************************************************************************* */ // // hardcoded template ID // check URL https://sign.zoho.com/zs#/template/viewer/ v_TemplateID ...; Created on 06 August 2024
10. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order ...; Created on 09 July 2024
11. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... do some further calculations based on a surcharge rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code ...; Created on 23 May 2024
12. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... of 4th?) v_EndTime = v_TimeOffset.addBusinessDay(3).toString("yyyy-MM-dd'T'HH:mm:ss", v_ThisTimeZone); // // create the task at the same time as lead creation m_NewTask = Map(); m_NewTask.put("$se_module","Leads"); m_NewTask.put("Owner",r_LeadDetails.get("Owner").get("id")); m_NewTask.put("What_Id",p_LeadID); m_NewTask.put("Subject","Follo ...; Created on 14 May 2024
13. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details, set Type=Page Event; Event=onLoad Click on ...; Created on 06 February 2024
14. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... module that are calculated and will sometimes return numbers with more than 6 decimal places. As this is more than specified on the ZohoCRM field properties, as soon as the staff user tries to save the ...; Created on 13 December 2023
15. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... "Tickets" under "Module" for the Rule Name, I called mine "Tickets - On Create or Edit" Execute On: Create, Edit, Customer Reply No Criteria Under 4. Actions, I click on "All Actions" and select "Custom ...; Created on 05 December 2023
16. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.ALL, ZohoCRM.users.ALL, ZohoCRM.notifications.ALL, ZohoCRM.Files.CREATE, ...; Created on 05 December 2023
17. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... this will select a pipeline based on the user's department. Category is "Module", Page is "Create Page", and Module is "Deals" Event Type is "Page Event" and Event is "onLoad". Give it the code: var ...; Created on 16 October 2023
18. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... :DELETE connection:"zbooks" ]; Caveat(s) The delete process may need to be in a schedule: you can use a custom module in ZohoBooks to store the necessary information of what to delete. Undocumented ...; Created on 02 October 2023
19. Zoho CRM: Change System Field Length: / Zoho /; ... out-of-the-box differ in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page. In the Leads module, the Zip field is 30 characters; in the ...; Created on 19 June 2023
20. ZohoBooks: Stripe Terminal Integration: / Zoho /; What? A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter ...; Created on 16 March 2023