Assuming article is required, the following 365 results were found.
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 in Zoho Analytics as we can't control the out-of-the-box...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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, but there is a Zoho Toolkit to run some checks on the email...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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An article on creating a color picker from a specific palette using an input field of a radio type. Why? At the time of print, this feature is not provided out-of-the-box and getting our users to learn about hexadecimal color references and Red Green...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue. Why? Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record. Why? Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article on restoring an automatic banking feed within Zoho Books, specifically within the United Kingdom. The article serves as a store for both a possible resolution as well as findings from the research/investigation into the issue. Why?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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This is an article to demo the crudest form which uses Joomla's version 2.5 core mootools (uncompressed?). This is intended for absolute novices (like me) who just want to see an example of an AJAX form within Joomla 1.6.x - 2.5.x in it's most basic...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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Apologies for posting yet another article on how to access the Joomla Database using the Joomla classes but this is just a quick note for myself as a reference sheet. Plus the official documentation don't have enough examples in my view. Source:...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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to Joomla CMS v2.5.14 What? This article is a note on how I fixed an issue on a client site. The website had a redirect on the login which would go to a page accessible by "registered" users but only "Super Users" could actually login. "Registered"...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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What? Posting this as it was rather rewarding to achieve and I hope will be of some use to others in the same boat. This article details how to replace jComments built-in kCaptcha with Google's ReCaptcha. Note that I have an article on how to do this...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *