Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... :POST connection:"my_books_connection" ]; v_OutputResponse = "Thank you for accepting your quote! We'll be in touch soon to finalize the next steps and get everything ready."; } else if(v_Intent ...; Created on 04 November 2024
2. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... Repeat these steps to add another rule: Call it "If Mobile Blank then Email Required" Select the Mobile/Phone field as the primary field to control this rule Set the condition that the ...; Created on 03 October 2024
3. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... here where I demonstrate how to upload photos to be hosted by the Zoho Analytics app. Uploading the images to be hosted by Zoho Analytics So first steps are login to Zoho Analytics and go into the ...; Created on 25 July 2024
4. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. ...; Created on 05 December 2023
5. 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
6. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code and query the OpenAI ChatGPT API to return a response. ...; Created on 06 March 2023
7. 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
8. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... TLD as com or eu depending on whether you access zoho.com or zoho.eu v_TLD = "com"; // // enter client ID, secret and refresh token as noted from above steps (the below are sample ones and will not ...; Created on 17 October 2022
9. 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
10. 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
11. 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
12. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... (in PCIe 3.0 x16 Slot) from extending to multiple monitors (would only display 1 monitor or 2 mirrored monitors)... I solved this by taking the old GPU out and doing the steps listed in this article. Originally ...; Created on 12 March 2022
13. 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
14. 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
15. 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
16. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... Tax" @ 20% and a "Zero Vat" @ 0% Click on "Save" and you've pretty much specified the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To ...; Created on 02 September 2021
17. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. ...; Created on 15 July 2021
18. Windows OS: Alt Codes / Symbols / Special Characters: / Windows OS /; ... mark characters instead such as: . How? Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the following steps. Also check that you have ...; Created on 03 June 2021
19. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; ... article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that works for me. How? So here's an overview and then ...; Created on 06 December 2020
20. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; ... which I feel has the same difficulty level and equal number of steps as verifying by CNAME; or by uploading a HTML verify file which I tend to forget to delete afterwards and involves just as many steps ...; Created on 17 November 2020