Search - Joel Lipman .Com

1. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... but there is a Zoho Toolkit to run some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks. How? So first I'll outline the steps to set this up in ZohoCRM and then ...; Created on 04 May 2023
2. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; What? Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement ...; Created on 06 March 2023
3. ZohoCRM: Import Attachments: / Zoho /; ... that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning ...; Created on 16 January 2023
4. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard ...; Created on 03 November 2022
5. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud ...; Created on 17 October 2022
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. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... steps to follow for getting your email address approved. Follow steps 1 – 5 as stated under Finding your Kindle email address. However, click on Preferences this time, instead of Devices. Scroll ...; Created on 29 June 2022
8. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; ... each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'l ...; Created on 07 April 2022
9. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... Step-by-step Add Zoho Creator to your Zoho One Login to Zoho One Go to Settings (cog in top right) Click on Applications i the sidebar Click on the Add Application button Select Creator by clicking ...; Created on 31 March 2022
10. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... supports it (I had no idea whether my motherboard supported it as it kept talking about AMD Crossfire/NVidia SLI and I'm doing neither). But that didn't work, then I found you need to do an extra step in ...; Created on 12 March 2022
11. ZohoCRM: Template: not being able to edit a text box: / Zoho /; What? This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...; Created on 25 January 2022
12. 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
13. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu, expand Phone Numbers > Manage > Active numbers ...; Created on 16 December 2021
14. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... tell headquarters or the system calendar that the appointment is at 10am. How? So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being ...; Created on 07 December 2021
15. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... ] } */ You need to select the id of the template that you want to use for the next step (will be an alphanumeric long string). The button function Create a button off the contacts record ...; Created on 21 October 2021
16. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... on a Fixed Price item. How? So first of all, you'll need an access token: please visit my article and read the first part on how to get a valid Access Token for the rest of these steps. Once we ...; Created on 20 September 2021
17. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... triggering a change // ... } An extra layer: To go one step further, and only if you notice the form going slowly when it first loads (or doesn't load at all), consider adding a boolean box as ...; Created on 19 September 2021
18. 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
19. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and ...; Created on 02 September 2021
20. ZohoCRM: Process all records of a module: / Zoho /; ... Reactivate any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with ...; Created on 24 August 2021