Search - Joel Lipman .Com

1. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity ...; Created on 16 October 2023
2. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
3. Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creator: / Zoho /; What? A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module ...; Created on 20 April 2020
4. SELECT COUNT(DISTINCT name) FROM table: / Joomla /; ... statement. Why? The MySQL statement SELECT COUNT(DISTINCT name) FROM table is valid but I get what you mean and it's sometimes difficult to explain why you want to use it. How? Method #1: Add ...; Created on 24 September 2015
5. SSRS: Performance Improvements: SELECT TOP: / SQL Server Reporting Services /; ... solutions dotted about the web but the biggest improvement was the "SELECT TOP 100" brain wave: -- DataSet1: SELECT TOP 100 Reference, Forenames, Surname, DOB FROM PersonsTable WHERE (Reference ...; Created on 07 March 2014
6. Adding a selectable background to a Yootheme template: / Joomla /; ... do this so we'll need to modify the XML file and add some files that this will select. Modify \templates\\config.xml add the select option "Ambient Turquoise" to the end of the list: Grey Dots Tartan Lines Dark ...; Created on 19 November 2012
7. Select unique values in Microsoft Excel column: / Excel /; ... This returns the number of unique values in the range A3 to A1000 and excludes the blank/empty cells. Display all Unique Found this note on one of Microsoft Help sites: Office 2010: Select the ...; Created on 03 July 2012
8. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... response return ; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate Template Now you need t ...; Created on 04 November 2024
9. Zoho Creator: Input Color Picker: / Zoho /; ... on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most essential part of a system ...; Created on 14 October 2024
10. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... then Mobile Required" Select the Email field as the primary field to control this rule Set the condition that the email "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Mobile" ...; Created on 03 October 2024
11. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that ...; Created on 06 August 2024
12. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... workspace you want to create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM Reports workspace > Click on "Create" > Then select ...; Created on 25 July 2024
13. Zoho Projects: Get All Events: / Zoho /; ... we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName = "my_portal"; v_PortalID = "789456123"; // // get all projects v_EndpointProjects ...; Created on 22 July 2024
14. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... to Zoho Analytics, and choose a workspace with the relevant data (in this case Zoho Books Analytics workspace) In the left sidebar, select "Data Sources" then click on the "Add Data Sources" button Select ...; Created on 09 July 2024
15. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... > Functions: then hover your mouse over the function and select "REST API". Enable the API Key option and copy the long URL to your clipboard for use in the above function: Set up a schedule If ...; Created on 22 April 2024
16. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... There are no contact persons associated with this Invoice. - Encountered when trying to use the send an invoice API - Need the generated invoice to pre-select a contact person to email - ...; Created on 07 March 2024
17. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... 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 ...; Created on 05 December 2023
18. Zoho CRM: Change System Field Length: / Zoho /; ... you are wanting to edit) > and select the layout (eg. "Standard") Click on the ellipsis/3 dots icon of the system field you want to hack and select "Edit Properties" Right-click on the "Number of Characters ...; Created on 19 June 2023
19. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
20. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid"); l_OutputFields.add("CreatedTime"); l_OutputFields.add("TotalNumberOfPages"); l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // // ...; Created on 29 March 2023