Search - Joel Lipman .Com

1. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; What? So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a ...; Created on 12 January 2022
2. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization ...; Created on 02 September 2021
3. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory. Why? Setting up a connection avoids the hassle of having to generate ...; Created on 12 August 2020
4. Setup a copy of your Joomla website: / Joomla /; ... on the services available to my client: Copy all files of your main website to another folder. Setup an FTP account to the new folder created in the previous step. Copy the database of your main ...; Created on 19 December 2012
5. Zoho CRM: Change System Field Length: / Zoho /; ... 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 ...; Created on 19 June 2023
6. 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
7. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes ...; Created on 27 April 2023
8. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID = organization.get("organization_id"); // // ...; Created on 21 March 2023
9. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... Getting to the development-side Login to ZohoCRM as a super-admin Go to Setup (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours ...; Created on 06 March 2023
10. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021. How? The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either ...; Created on 13 February 2023
11. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... lighting setup, Adobe Photoshop, appetizing composition, attention to detail::3 dim, blurry, boring, generic, unappetizing, simple::-2 grainy, smokey::-1 room: ::5 Professional Real Estate Photography::4 ...; Created on 11 February 2023
12. ZohoCRM: Import Attachments: / Zoho /; ... to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files neede ...; Created on 16 January 2023
13. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... connection from Zoho Creator to Zoho Inventory 3 lines icon in the top-left of your Creator (in edit this application mode) Then go to Setup > Connections > Add Connection Select Zoho OAuth and specify ...; Created on 31 March 2022
14. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... setup (when Lockdown due to COVID-19 first happened). The work PC connected to the 3 monitors at the top and the home PC connected to the 2 monitors underneath: How? My upgrade for 2022, is that ...; Created on 12 March 2022
15. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this has to be the highest level (I think) as a custom lead ...; Created on 11 February 2022
16. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory ...; Created on 03 February 2022
17. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic ...; Created on 25 January 2022
18. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional for Method #2] Setup a PHP script on a server that will validate the ...; Created on 10 January 2022
19. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
20. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... dates l_AppointmentDates = List(); // // initialize Start Date v_GivenDate = '2022-07-21'; // // setup list to loop through (= number of days) l_NumberOfDays = ; // // start with first date to ...; Created on 02 November 2021